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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Evernest Financial Advisors's AMZN Position: Q1 2026 in Review

Evernest Financial Advisors reduced its Amazon (AMZN) stake by 0.07% in Q1 2026, selling an estimated $881 and leaving 5,759 shares worth $1.5M. The position accounts for 0.31% of the portfolio, ranked #50.

Evernest Financial Advisors first reported a position in AMZN in Q4 2021 and has held it in 11 quarters since. The position peaked at $1.61M in Q4 2024. 5,979 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

Evernest Financial Advisors held 5,759 shares of Amazon worth $1.5M as of Q1 2026.
Evernest Financial Advisors sold 4 Amazon shares in Q1 2026, an estimated $881.
Amazon made up 0.31% of Evernest Financial Advisors's portfolio in Q1 2026, its #50 holding.
Evernest Financial Advisors first reported a position in Amazon in Q4 2021 and has held it in 11 quarters since.
Evernest Financial Advisors's Amazon position peaked at $1.61M in Q4 2024.
5,979 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Evernest Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.