SEC 13F Intelligence

Evermay Wealth Management LLC / AMZN

Evermay Wealth Management LLC’s Amazon Com Inc Position

Does Evermay Wealth Management LLC own Amazon Com Inc (AMZN)? Yes51.5K shares worth $11M (+1.19% of its 13F portfolio) as of Q1 2026, up from 51.0K shares the prior filed quarter.

Position Value
$11M
Q1 2026
Shares
51.5K
% of Portfolio
+1.19%
Quarters Held
30
currently held

Position History AMZN

Reported value by quarter
Q4 ’18: $5MQ4 ’18Q1 ’19: $6MQ2 ’19: $5MQ3 ’19: $5MQ4 ’19: $6MQ4 ’19Q1 ’20: $6MQ2 ’20: $9MQ3 ’20: $10MQ4 ’20: $9MQ4 ’20Q1 ’21: $9MQ2 ’21: $10MQ3 ’21: $9MQ4 ’21: $9MQ4 ’21Q1 ’22: $9MQ2 ’22: $6MQ3 ’22: $6MQ4 ’22: $4MQ4 ’22Q1 ’23: $5MQ2 ’23: $7MQ3 ’23: $7MQ4 ’23: $7MQ4 ’23Q1 ’24: $8MQ2 ’24: $9MQ3 ’24: $8MQ4 ’24: $10MQ4 ’24Q1 ’25: $12MQ2 ’25: $13MQ3 ’25: $13MQ4 ’25: $12MQ4 ’25Q1 ’26: $11Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202651.5K$11M+1.19%
Q4 202551.0K$12M+1.32%
Q3 202559.3K$13M+1.49%
Q2 202561.1K$13M+1.65%
Q1 202561.1K$12M+1.53%
Q4 202443.8K$10M+1.46%
Q3 202444.7K$8M+1.34%
Q2 202445.3K$9M+1.40%
Q1 202445.4K$8M+1.24%
Q4 202348.1K$7M+1.35%
Q3 202351.3K$7M+1.33%
Q2 202351.4K$7M+1.29%
Q1 202351.8K$5M+1.08%
Q4 202252.8K$4M+0.90%
Q3 202253.8K$6M+1.21%
Q2 202254.6K$6M+1.13%
Q1 20222.7K$9M+1.47%
Q4 20212.8K$9M+1.68%
Q3 20212.8K$9M+1.77%
Q2 20212.9K$10M+1.82%
Q1 20212.9K$9M+1.80%
Q4 20202.9K$9M+2.09%
Q3 20203.1K$10M+2.37%
Q2 20203.2K$9M+2.30%
Q1 20203.2K$6M+1.89%
Q4 20193.0K$6M+1.38%
Q3 20192.9K$5M+1.36%
Q2 20192.9K$5M+1.52%
Q1 20193.1K$6M+1.56%
Q4 20183.1K$5M+1.53%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Evermay Wealth Management LLC’s full portfolio or all institutional holders of AMZN.