AMZN AMAZON COM INC COM

Ownership history in Evercore Wealth Management, LLC  ·  66 quarters on record

This page tracks every 13F SEC filing in which Evercore Wealth Management, LLC reported a position in AMAZON COM INC COM (AMZN). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
4.42% (2020 Q3)
Avg. % of fund
1.95%
First filed
2009 Q4
Last filed
2025 Q4
Quarters held
66
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 1,144,774 -7,477 -0.6% 3.87% $264.2M $230.82
2025 Q3 REDUCED 1,152,251 -11,285 -1.0% 3.71% $253.0M $219.57
2025 Q2 ADDED 1,163,536 +1,158,536 +23170.7% 3.97% $255.3M $219.39
2025 Q1 REDUCED 5,000 -1,186,053 -99.6% 0.02% $951K $190.26
2025 Q1 REDUCED 1,191,053 -29,537 -2.4% 3.64% $226.6M $190.26
2024 Q4 REDUCED 1,220,590 -1,199 -0.1% 4.01% $267.8M $219.39
2024 Q3 ADDED 1,221,789 +15,608 +1.3% 3.41% $227.7M $186.33
2024 Q2 REDUCED 1,206,181 -14,634 -1.2% 3.67% $233.1M $193.25
2024 Q1 REDUCED 1,220,815 -21,519 -1.7% 3.45% $220.2M $180.38
2023 Q4 ADDED 1,242,334 +9,210 +0.7% 3.16% $188.8M $151.94
56 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    AMZN price (monthly, adj. close)
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