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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Evergreen Wealth Solutions's AMZN Position: Q1 2026 in Review

Evergreen Wealth Solutions increased its Amazon (AMZN) stake by 376% in Q1 2026, buying an estimated $16.3M and bringing the position to 93,606 shares worth $19.5M. The position accounts for 1.38% of the portfolio, ranked #22.

Evergreen Wealth Solutions first reported a position in AMZN in Q4 2021 and has held it in 18 quarters since. 5,990 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Evergreen Wealth Solutions held 93,606 shares of Amazon worth $19.5M as of Q1 2026.
  • Evergreen Wealth Solutions bought 73,961 Amazon shares in Q1 2026, an estimated $16.3M.
  • Amazon made up 1.38% of Evergreen Wealth Solutions's portfolio in Q1 2026, its #22 holding.
  • Evergreen Wealth Solutions first reported a position in Amazon in Q4 2021 and has held it in 18 quarters since.
  • 5,990 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q1 2026, filed 15 May 2026.