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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
2024
Q4 		– Sell
-3,900
Closed -$730K – 144
2024
Q3 		$730K Buy
+3,900
New +$712K 0.13% 70

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. 5,980 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.
  • 5,980 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.