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Evoke Wealth’s Amazon AMZN Stock Holding History

Evoke Wealth’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 		$3.37M Hold
16,200
– – 0.06% 114
2025
Q4 		$3.74M Hold
16,200
– – 0.07% 111
2025
Q3 		$3.56M Hold
16,200
– – 0.07% 112
2025
Q2 		$3.55M Buy
+16,200
New +$3.21M 0.08% 100

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

Evoke Wealth's AMZN Position: Q1 2026 in Review

Evoke Wealth increased its Amazon (AMZN) stake by 4.4% in Q1 2026, buying an estimated $1.46M and bringing the position to 158,941 shares worth $33.1M. The position accounts for 0.59% of the portfolio, ranked #32.

Evoke Wealth first reported a position in AMZN in Q3 2019 and has held it in 25 quarters since. The position peaked at $35.2M in Q4 2025. 5,982 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Evoke Wealth held 158,941 shares of Amazon worth $33.1M as of Q1 2026.
  • Evoke Wealth bought 6,643 Amazon shares in Q1 2026, an estimated $1.46M.
  • Amazon made up 0.59% of Evoke Wealth's portfolio in Q1 2026, its #32 holding.
  • Evoke Wealth first reported a position in Amazon in Q3 2019 and has held it in 25 quarters since.
  • Evoke Wealth's Amazon position peaked at $35.2M in Q4 2025.
  • 5,982 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

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