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Evolution Wealth Advisors’s Amazon AMZN Stock Holding History

Evolution Wealth 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 		$20.7M Buy
99,199
+1,950
+2% +$429K 2.11% 9
2025
Q4 		$22.4M Sell
97,249
-47
-0% -$10.8K 2.26% 9
2025
Q3 		$21.4M Sell
97,296
-5,723
-6% -$1.3M 2.87% 8
2025
Q2 		$22.6M Sell
103,019
-902
-0.9% -$178K 3.31% 6
2025
Q1 		$19.8M Buy
103,921
+2,615
+3% +$567K 3.3% 5
2024
Q4 		$22.2M Buy
101,306
+6,047
+6% +$1.24M 3.72% 5
2024
Q3 		$17.8M Sell
95,259
-5,141
-5% -$938K 3.19% 5
2024
Q2 		$19.4M Buy
100,400
+5,476
+6% +$1.01M 3.79% 5
2024
Q1 		$17.1M Buy
94,924
+4,533
+5% +$757K 3.28% 5
2023
Q4 		$13.7M Sell
90,391
-640
-0.7% -$89.7K 2.76% 8
2023
Q3 		$11.6M Buy
91,031
+880
+1% +$118K 2.58% 8
2023
Q2 		$11.8M Buy
90,151
+1,929
+2% +$220K 2.6% 9
2023
Q1 		$9.11M Buy
88,222
+1,387
+2% +$134K 2.19% 14
2022
Q4 		$7.32M Buy
86,835
+3,248
+4% +$321K 1.84% 16
2022
Q3 		$9.47M Buy
83,587
+1,225
+1% +$155K 2.6% 10
2022
Q2 		$9.63M Sell
82,362
-4,358
-5% -$545K 2.44% 12
2022
Q1 		$14.2M Sell
86,720
-6,760
-7% -$1.04M 2.91% 10
2021
Q4 		$15.6K Buy
93,480
+11,320
+14% +$1.94M 2.35% 13
2021
Q3 		$13.5M Buy
82,160
+980
+1% +$169K 2.89% 11
2021
Q2 		$14M Buy
81,180
+5,160
+7% +$858K 2.84% 10
2021
Q1 		$11.8M Buy
76,020
+7,660
+11% +$1.21M 2.63% 9
2020
Q4 		$11.1M Buy
68,360
+2,100
+3% +$335K 2.51% 11
2020
Q3 		$10.4M Sell
66,260
-11,700
-15% -$1.84M 2.85% 10
2020
Q2 		$10.8M Sell
77,960
-320
-0.4% -$38.6K 3.53% 10
2020
Q1 		$7.63M Buy
78,280
+52,060
+199% +$5.04M 3.08% 11
2019
Q4 		$2.42M Buy
+26,220
New +$2.32M 0.61% 25
2019
Q3 		– Sell
-28,700
Closed -$2.72M – 483
2019
Q2 		$2.72M Buy
28,700
+1,540
+6% +$143K 1.17% 17
2019
Q1 		$2.42M Sell
27,160
-3,560
-12% -$296K 1.11% 21
2018
Q4 		$2.31M Buy
+30,720
New +$2.55M 1.05% 25

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

Evolution Wealth Advisors's AMZN Position: Q1 2026 in Review

Evolution Wealth Advisors increased its Amazon (AMZN) stake by 2% in Q1 2026, buying an estimated $429K and bringing the position to 99,199 shares worth $20.7M. The position accounts for 2.11% of the portfolio, ranked #9.

Evolution Wealth Advisors first reported a position in AMZN in Q4 2018 and has held it in 29 quarters since. The position peaked at $22.6M in Q2 2025. 5,979 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Evolution Wealth Advisors held 99,199 shares of Amazon worth $20.7M as of Q1 2026.
  • Evolution Wealth Advisors bought 1,950 Amazon shares in Q1 2026, an estimated $429K.
  • Amazon made up 2.11% of Evolution Wealth Advisors's portfolio in Q1 2026, its #9 holding.
  • Evolution Wealth Advisors first reported a position in Amazon in Q4 2018 and has held it in 29 quarters since.
  • Evolution Wealth Advisors's Amazon position peaked at $22.6M in Q2 2025.
  • 5,979 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Evolution Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.