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Evergreen Wealth Solutions’s Amazon AMZN Stock Holding History

Evergreen Wealth Solutions’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 		$27.7M Buy
104,575
+10,969
+12% +$2.75M 1.45% 21
2026
Q1 		$19.5M Buy
93,606
+73,961
+376% +$16.3M 1.38% 22
2025
Q4 		$4.53M Buy
19,645
+11,327
+136% +$2.59M 0.63% 32
2025
Q3 		$1.83M Buy
8,318
+91
+1% +$20.6K 1.03% 19
2025
Q2 		$1.8M Sell
8,227
-241
-3% -$47.7K 1.09% 19
2025
Q1 		$1.61M Buy
8,468
+379
+5% +$82.2K 1.09% 16
2024
Q4 		$1.77M Buy
8,089
+606
+8% +$124K 1.24% 14
2024
Q3 		$1.39M Sell
7,483
-960
-11% -$175K 0.95% 14
2024
Q2 		$1.63M Buy
8,443
+1,120
+15% +$206K 1.16% 14
2024
Q1 		$1.32M Sell
7,323
-2,028
-22% -$339K 0.98% 22
2023
Q4 		$1.42M Sell
9,351
-1,749
-16% -$245K 1.21% 21
2023
Q3 		$1.41M Sell
11,100
-1,214
-10% -$163K 1.42% 17
2023
Q2 		$1.61M Sell
12,314
-564
-4% -$64.4K 1.62% 13
2023
Q1 		$1.33M Buy
12,878
+961
+8% +$92.8K 1.54% 19
2022
Q4 		$1M Buy
11,917
+497
+4% +$49.1K 1.32% 26
2022
Q3 		$1.29M Sell
11,420
-181
-2% -$22.9K 1.83% 14
2022
Q2 		$1.23M Buy
11,601
+541
+5% +$67.7K 1.51% 19
2022
Q1 		$1.8M Buy
11,060
+60
+0.5% +$9.27K 1.75% 11
2021
Q4 		$1.83M Buy
+11,000
New +$1.88M 1.66% 11

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 $3.38T AUM 44.17% 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 Wealth Solutions's AMZN Position: Q2 2026 in Review

Evergreen Wealth Solutions increased its Amazon (AMZN) stake by 12% in Q2 2026, buying an estimated $2.75M and bringing the position to 104,575 shares worth $27.7M. The position accounts for 1.45% of the portfolio, ranked #21.

Evergreen Wealth Solutions first reported a position in AMZN in Q4 2021 and has held it in 19 quarters since. 6,165 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Evergreen Wealth Solutions held 104,575 shares of Amazon worth $27.7M as of Q2 2026.
  • Evergreen Wealth Solutions bought 10,969 Amazon shares in Q2 2026, an estimated $2.75M.
  • Amazon made up 1.45% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #21 holding.
  • Evergreen Wealth Solutions first reported a position in Amazon in Q4 2021 and has held it in 19 quarters since.
  • 6,165 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.