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Evergreen Wealth Management’s Amazon AMZN Stock Holding History

Evergreen Wealth Management’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 		$8.91M Buy
37,404
+43
+0.1% +$10.8K 4.18% 7
2026
Q1 		$7.78M Sell
37,361
-1,166
-3% -$257K 4.02% 6
2025
Q4 		$8.89M Buy
38,527
+488
+1% +$112K 4.48% 6
2025
Q3 		$8.35M Sell
38,039
-287
-0.7% -$65K 4.38% 6
2025
Q2 		$8.41M Buy
38,326
+7,602
+25% +$1.5M 4.72% 5
2025
Q1 		$5.85M Sell
30,724
-5,144
-14% -$1.12M 3.49% 8
2024
Q4 		$7.87M Buy
35,868
+729
+2% +$149K 4.65% 4
2024
Q3 		$6.55M Buy
35,139
+1,033
+3% +$188K 3.94% 6
2024
Q2 		$6.59M Hold
34,106
– – 4.37% 5
2024
Q1 		$6.15M Hold
34,106
– – 4.16% 5
2023
Q4 		$5.18M Buy
34,106
+529
+2% +$74.2K 3.81% 6
2023
Q3 		$4.27M Buy
33,577
+400
+1% +$53.6K 3.37% 7
2023
Q2 		$4.32M Buy
33,177
+2,193
+7% +$250K 3.39% 7
2023
Q1 		$3.2M Buy
30,984
+582
+2% +$56.2K 2.84% 9
2022
Q4 		$2.55M Buy
+30,402
New +$3M 2.35% 13

Other funds holding AMZN

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

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

Evergreen Wealth Management increased its Amazon (AMZN) stake by 0.12% in Q2 2026, buying an estimated $10.8K and bringing the position to 37,404 shares worth $8.91M. The position accounts for 4.18% of the portfolio, ranked #7.

Evergreen Wealth Management first reported a position in AMZN in Q4 2022 and has held it in 15 quarters since. 2,925 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Evergreen Wealth Management held 37,404 shares of Amazon worth $8.91M as of Q2 2026.
  • Evergreen Wealth Management bought 43 Amazon shares in Q2 2026, an estimated $10.8K.
  • Amazon made up 4.18% of Evergreen Wealth Management's portfolio in Q2 2026, its #7 holding.
  • Evergreen Wealth Management first reported a position in Amazon in Q4 2022 and has held it in 15 quarters since.
  • 2,925 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Evergreen Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.