Evergreen Capital Management’s Amazon AMZN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$64.4M Buy
308,979
+11,299
+4% +$2.49M 1.39% 11
2025
Q4
$68.7M Buy
297,680
+30,490
+11% +$6.98M 1.53% 10
2025
Q3
$58.7M Buy
267,190
+22,526
+9% +$5.1M 1.39% 12
2025
Q2
$53.7M Sell
244,664
-2,386
-1% -$472K 1.61% 7
2025
Q1
$47M Buy
247,050
+4,500
+2% +$977K 1.58% 7
2024
Q4
$53.2M Buy
242,550
+1,198
+0.5% +$245K 1.73% 5
2024
Q3
$45M Buy
241,352
+2,062
+0.9% +$376K 1.51% 6
2024
Q2
$46.2M Sell
239,290
-4,264
-2% -$783K 1.67% 6
2024
Q1
$43.9M Sell
243,554
-674
-0.3% -$113K 1.66% 8
2023
Q4
$37.1M Buy
244,228
+1,321
+0.5% +$185K 1.52% 7
2023
Q3
$30.9M Sell
242,907
-11,771
-5% -$1.58M 1.35% 9
2023
Q2
$33.2M Buy
254,678
+21,048
+9% +$2.4M 1.39% 9
2023
Q1
$24.1M Buy
233,630
+577
+0.2% +$55.7K 1.08% 12
2022
Q4
$19.6M Buy
233,053
+14,193
+6% +$1.4M 0.92% 15
2022
Q3
$24.7M Buy
218,860
+12,951
+6% +$1.64M 1.29% 10
2022
Q2
$21.9M Sell
205,909
-22,411
-10% -$2.8M 1.14% 11
2022
Q1
$37.2M Buy
228,320
+460
+0.2% +$71.1K 1.51% 8
2021
Q4
$38M Buy
227,860
+7,940
+4% +$1.36M 1.52% 10
2021
Q3
$36.1M Buy
219,920
+15,140
+7% +$2.61M 1.63% 11
2021
Q2
$35.2M Buy
204,780
+5,620
+3% +$934K 1.68% 11
2021
Q1
$30.8M Buy
199,160
+37,720
+23% +$5.98M 1.58% 11
2020
Q4
$26.3M Sell
161,440
-5,360
-3% -$855K 1.54% 10
2020
Q3
$26.3M Sell
166,800
-15,720
-9% -$2.48M 1.81% 7
2020
Q2
$25.2M Buy
182,520
+30,780
+20% +$3.72M 1.91% 8
2020
Q1
$14.8M Buy
151,740
+49,240
+48% +$4.77M 1.38% 19
2019
Q4
$9.47M Buy
102,500
+16,060
+19% +$1.42M 0.79% 28
2019
Q3
$7.5M Sell
86,440
-1,640
-2% -$152K 0.7% 35
2019
Q2
$8.34M Buy
88,080
+9,520
+12% +$887K 0.8% 29
2019
Q1
$7M Buy
78,560
+3,940
+5% +$328K 0.7% 36
2018
Q4
$5.6M Buy
74,620
+29,920
+67% +$2.49M 0.59% 43
2018
Q3
$4.48M Buy
44,700
+1,680
+4% +$158K 0.4% 61
2018
Q2
$3.66M Buy
43,020
+1,620
+4% +$129K 0.34% 69
2018
Q1
$3M Buy
41,400
+10,440
+34% +$747K 0.29% 86
2017
Q4
$1.81M Buy
+30,960
New +$1.7M 0.18% 110
2017
Q3
Sell
-8,400
Closed -$407K 182
2017
Q2
$407K Buy
+8,400
New +$401K 0.07% 105

Other funds holding AMZN

Evergreen Capital Management's AMZN Position: Q1 2026 in Review

Evergreen Capital Management increased its Amazon (AMZN) stake by 3.8% in Q1 2026, buying an estimated $2.49M and bringing the position to 308,979 shares worth $64.4M. The position accounts for 1.39% of the portfolio, ranked #11.

Evergreen Capital Management first reported a position in AMZN in Q2 2017 and has held it in 35 quarters since. The position peaked at $68.7M in Q4 2025. 5,979 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Evergreen Capital Management held 308,979 shares of Amazon worth $64.4M as of Q1 2026.
  • Evergreen Capital Management bought 11,299 Amazon shares in Q1 2026, an estimated $2.49M.
  • Amazon made up 1.39% of Evergreen Capital Management's portfolio in Q1 2026, its #11 holding.
  • Evergreen Capital Management first reported a position in Amazon in Q2 2017 and has held it in 35 quarters since.
  • Evergreen Capital Management's Amazon position peaked at $68.7M in Q4 2025.
  • 5,979 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.