Evernest Financial Advisors’s Amazon AMZN Stock Holding History

Evernest Financial Advisors’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	$1.38M	Buy	5,793 +34	+0.6%	+$8.53K	0.29%	54
2026 Q1	$1.5M	Sell	5,759 -4	-0.1%	-$881	0.31%	50
2025 Q4	$1.2M	Sell	5,763 -1,166	-17%	-$267K	0.25%	63
2025 Q3	$1.52M	Buy	6,929 +32	+0.5%	+$7.24K	0.43%	45
2025 Q2	$1.51M	Sell	6,897 -257	-4%	-$50.9K	0.49%	42
2025 Q1	$1.36M	Sell	7,154 -179	-2%	-$38.8K	0.49%	40
2024 Q4	$1.61M	Buy	7,333 +2,730	+59%	+$559K	0.42%	38
2024 Q3	$858K	Sell	4,603 -217	-5%	-$39.6K	0.23%	73
2024 Q2	$931K	Buy	4,820 +769	+19%	+$141K	0.42%	54
2024 Q1	$707K	Buy	4,051 +697	+21%	+$116K	0.33%	68
2023 Q4	$510K	Buy	+3,354	New	+$470K	0.26%	85
2021 Q4	$527K	Buy	+60,420	New	+$10.3M	0.27%	78

Other funds holding AMZN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Evernest Financial Advisors's AMZN Position: Q2 2026 in Review

Evernest Financial Advisors increased its Amazon (AMZN) stake by 0.59% in Q2 2026, buying an estimated $8.53K and bringing the position to 5,793 shares worth $1.38M. The position accounts for 0.29% of the portfolio, ranked #54.

Evernest Financial Advisors first reported a position in AMZN in Q4 2021 and has held it in 12 quarters since. The position peaked at $1.61M in Q4 2024. 6,136 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Evernest Financial Advisors held 5,793 shares of Amazon worth $1.38M as of Q2 2026.
Evernest Financial Advisors bought 34 Amazon shares in Q2 2026, an estimated $8.53K.
Amazon made up 0.29% of Evernest Financial Advisors's portfolio in Q2 2026, its #54 holding.
Evernest Financial Advisors first reported a position in Amazon in Q4 2021 and has held it in 12 quarters since.
Evernest Financial Advisors's Amazon position peaked at $1.61M in Q4 2024.
6,136 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Evernest Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.