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Evergreen Private Wealth’s Amazon AMZN Stock Holding History

Evergreen Private Wealth’s Portfolio AMZN Stock Details AMZN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.17M Buy
30,096
+94
+0.3% +$23.6K 2.65% 10
2026
Q1 		$6.25M Sell
30,002
-554
-2% -$122K 2.53% 13
2025
Q4 		$7.05M Sell
30,556
-907
-3% -$208K 2.78% 12
2025
Q3 		$6.91M Sell
31,463
-619
-2% -$140K 2.8% 12
2025
Q2 		$7.04M Buy
32,082
+1,401
+5% +$277K 2.95% 9
2025
Q1 		$5.84M Buy
30,681
+51
+0.2% +$11.1K 2.73% 9
2024
Q4 		$6.72M Sell
30,630
-173
-0.6% -$35.4K 3.15% 7
2024
Q3 		$5.74M Buy
30,803
+274
+0.9% +$50K 2.66% 12
2024
Q2 		$5.9M Buy
30,529
+309
+1% +$56.8K 2.91% 9
2024
Q1 		$5.45M Sell
30,220
-16,346
-35% -$2.73M 2.73% 9
2023
Q4 		$7.08M Buy
+46,566
New +$6.53M 3.81% 3

Other funds holding AMZN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Evergreen Private Wealth's AMZN Position: Q2 2026 in Review

Evergreen Private Wealth increased its Amazon (AMZN) stake by 0.31% in Q2 2026, buying an estimated $23.6K and bringing the position to 30,096 shares worth $7.17M. The position accounts for 2.65% of the portfolio, ranked #10.

Evergreen Private Wealth first reported a position in AMZN in Q4 2023 and has held it in 11 quarters since. 6,127 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Evergreen Private Wealth held 30,096 shares of Amazon worth $7.17M as of Q2 2026.
  • Evergreen Private Wealth bought 94 Amazon shares in Q2 2026, an estimated $23.6K.
  • Amazon made up 2.65% of Evergreen Private Wealth's portfolio in Q2 2026, its #10 holding.
  • Evergreen Private Wealth first reported a position in Amazon in Q4 2023 and has held it in 11 quarters since.
  • 6,127 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Evergreen Private Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.