Evermay Wealth 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
Q2 | $12.7M | Buy |
53,479
+1,971
| +4% | +$495K | 1.31% | 14 |
|
|
2026
Q1 | $10.7M | Buy |
51,508
+466
| +0.9% | +$103K | 1.19% | 17 |
|
|
2025
Q4 | $11.8M | Sell |
51,042
-8,267
| -14% | -$1.89M | 1.32% | 15 |
|
|
2025
Q3 | $13M | Sell |
59,309
-1,799
| -3% | -$407K | 1.49% | 12 |
|
|
2025
Q2 | $13.4M | Hold |
61,108
| – | – | 1.65% | 11 |
|
|
2025
Q1 | $11.6M | Buy |
61,108
+17,309
| +40% | +$3.76M | 1.53% | 10 |
|
|
2024
Q4 | $9.61M | Sell |
43,799
-894
| -2% | -$183K | 1.46% | 15 |
|
|
2024
Q3 | $8.33M | Sell |
44,693
-585
| -1% | -$107K | 1.34% | 13 |
|
|
2024
Q2 | $8.75M | Sell |
45,278
-171
| -0.4% | -$31.4K | 1.4% | 12 |
|
|
2024
Q1 | $8.2M | Sell |
45,449
-2,689
| -6% | -$449K | 1.24% | 14 |
|
|
2023
Q4 | $7.31M | Sell |
48,138
-3,136
| -6% | -$440K | 1.35% | 14 |
|
|
2023
Q3 | $6.52M | Sell |
51,274
-172
| -0.3% | -$23K | 1.33% | 13 |
|
|
2023
Q2 | $6.71M | Sell |
51,446
-388
| -0.7% | -$44.3K | 1.29% | 13 |
|
|
2023
Q1 | $5.35M | Sell |
51,834
-945
| -2% | -$91.3K | 1.08% | 15 |
|
|
2022
Q4 | $4.43M | Sell |
52,779
-1,060
| -2% | -$105K | 0.9% | 16 |
|
|
2022
Q3 | $6.08M | Sell |
53,839
-781
| -1% | -$98.7K | 1.21% | 14 |
|
|
2022
Q2 | $5.8M | Buy |
54,620
+880
| +2% | +$110K | 1.13% | 15 |
|
|
2022
Q1 | $8.76M | Sell |
53,740
-2,500
| -4% | -$386K | 1.47% | 13 |
|
|
2021
Q4 | $9.38M | Buy |
56,240
+720
| +1% | +$123K | 1.68% | 11 |
|
|
2021
Q3 | $9.12M | Sell |
55,520
-1,500
| -3% | -$259K | 1.77% | 11 |
|
|
2021
Q2 | $9.81M | Sell |
57,020
-1,100
| -2% | -$183K | 1.82% | 11 |
|
|
2021
Q1 | $8.99M | Sell |
58,120
-200
| -0.3% | -$31.7K | 1.8% | 12 |
|
|
2020
Q4 | $9.5M | Sell |
58,320
-2,980
| -5% | -$476K | 2.09% | 10 |
|
|
2020
Q3 | $9.65M | Sell |
61,300
-2,040
| -3% | -$322K | 2.37% | 9 |
|
|
2020
Q2 | $8.74M | Sell |
63,340
-700
| -1% | -$84.5K | 2.3% | 9 |
|
|
2020
Q1 | $6.24M | Buy |
64,040
+3,240
| +5% | +$314K | 1.89% | 10 |
|
|
2019
Q4 | $5.62M | Buy |
60,800
+3,380
| +6% | +$299K | 1.38% | 11 |
|
|
2019
Q3 | $4.98M | Sell |
57,420
-320
| -0.6% | -$29.7K | 1.36% | 11 |
|
|
2019
Q2 | $5.47M | Sell |
57,740
-4,080
| -7% | -$380K | 1.52% | 10 |
|
|
2019
Q1 | $5.5M | Sell |
61,820
-1,160
| -2% | -$96.5K | 1.56% | 10 |
|
|
2018
Q4 | $4.73M | Sell |
62,980
-620
| -1% | -$51.5K | 1.53% | 10 |
|
|
2018
Q3 | $6.37M | Sell |
63,600
-5,380
| -8% | -$506K | 1.99% | 9 |
|
|
2018
Q2 | $5.86M | Sell |
68,980
-940
| -1% | -$74.6K | 1.95% | 9 |
|
|
2018
Q1 | $5.06M | Buy |
69,920
+11,180
| +19% | +$799K | 1.74% | 9 |
|
|
2017
Q4 | $3.44M | Buy |
58,740
+10,400
| +22% | +$572K | 1.26% | 10 |
|
|
2017
Q3 | $2.32M | Hold |
48,340
| – | – | 1.01% | 11 |
|
|
2017
Q2 | $2.34M | Sell |
48,340
-300
| -0.6% | -$14.3K | 1.04% | 13 |
|
|
2017
Q1 | $2.16M | Buy |
48,640
+3,900
| +9% | +$163K | 0.97% | 13 |
|
|
2016
Q4 | $1.68M | Sell |
44,740
-300
| -0.7% | -$11.8K | 0.82% | 16 |
|
|
2016
Q3 | $1.89M | Sell |
45,040
-1,000
| -2% | -$38.3K | 0.95% | 17 |
|
|
2016
Q2 | $1.65M | Buy |
46,040
+3,000
| +7% | +$101K | 0.86% | 18 |
|
|
2016
Q1 | $1.28M | Buy |
43,040
+25,040
| +139% | +$711K | 0.72% | 19 |
|
|
2015
Q4 | $608K | Buy |
18,000
+300
| +2% | +$9.46K | 0.36% | 28 |
|
|
2015
Q3 | $453K | Hold |
17,700
| – | – | 0.27% | 35 |
|
|
2015
Q2 | $384K | Hold |
17,700
| – | – | 0.23% | 46 |
|
|
2015
Q1 | $329K | Sell |
17,700
-500
| -3% | -$8.79K | 0.19% | 54 |
|
|
2014
Q4 | $282K | Sell |
18,200
-3,700
| -17% | -$57.6K | 0.18% | 67 |
|
|
2014
Q3 | $353K | Sell |
21,900
-740
| -3% | -$12.3K | 0.3% | 55 |
|
|
2014
Q2 | $368K | Sell |
22,640
-760
| -3% | -$12K | 0.32% | 52 |
|
|
2014
Q1 | $393K | Sell |
23,400
-2,280
| -9% | -$42.3K | 0.42% | 33 |
|
|
2013
Q4 | $512K | Buy |
+25,680
| New | +$462K | 0.71% | 20 |
|
Other funds holding AMZN
Evermay Wealth Management's AMZN Position: Q2 2026 in Review
Evermay Wealth Management increased its Amazon (AMZN) stake by 3.8% in Q2 2026, buying an estimated $495K and bringing the position to 53,479 shares worth $12.7M. The position accounts for 1.31% of the portfolio, ranked #14.
Evermay Wealth Management first reported a position in AMZN in Q4 2013 and has held it in 51 quarters since. The position peaked at $13.4M in Q2 2025. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.
- Evermay Wealth Management held 53,479 shares of Amazon worth $12.7M as of Q2 2026.
- Evermay Wealth Management bought 1,971 Amazon shares in Q2 2026, an estimated $495K.
- Amazon made up 1.31% of Evermay Wealth Management's portfolio in Q2 2026, its #14 holding.
- Evermay Wealth Management first reported a position in Amazon in Q4 2013 and has held it in 51 quarters since.
- Evermay Wealth Management's Amazon position peaked at $13.4M in Q2 2025.
- 6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.
Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.