EWM
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Evolution Wealth Management’s Amazon AMZN Stock Holding History

Evolution Wealth Management’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 		$1.22M Buy
5,128
+1,239
+32% +$311K 0.72% 30
2026
Q1 		$810K Buy
3,889
+905
+30% +$199K 0.59% 37
2025
Q4 		$689K Buy
2,984
+232
+8% +$53.1K 0.57% 35
2025
Q3 		$604K Sell
2,752
-263
-9% -$59.5K 0.62% 39
2025
Q2 		$661K Buy
+3,015
New +$597K 0.81% 23

Other funds holding AMZN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Evolution Wealth Management's AMZN Position: Q2 2026 in Review

Evolution Wealth Management increased its Amazon (AMZN) stake by 32% in Q2 2026, buying an estimated $311K and bringing the position to 5,128 shares worth $1.22M. The position accounts for 0.72% of the portfolio, ranked #30.

Evolution Wealth Management first reported a position in AMZN in Q2 2025 and has held it in 5 quarters since. 6,103 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Evolution Wealth Management held 5,128 shares of Amazon worth $1.22M as of Q2 2026.
  • Evolution Wealth Management bought 1,239 Amazon shares in Q2 2026, an estimated $311K.
  • Amazon made up 0.72% of Evolution Wealth Management's portfolio in Q2 2026, its #30 holding.
  • Evolution Wealth Management first reported a position in Amazon in Q2 2025 and has held it in 5 quarters since.
  • 6,103 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.