Marshall & Sterling Wealth Advisors’s Amazon AMZN Stock Holding History

Marshall & Sterling 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 Q2	$751K	Buy	3,151 +132	+4%	+$33.1K	0.44%	44
2026 Q1	$629K	Sell	3,019 -270	-8%	-$59.4K	0.41%	45
2025 Q4	$759K	Sell	3,289 -781	-19%	-$179K	0.5%	39
2025 Q3	$894K	Sell	4,070 -203	-5%	-$45.9K	0.57%	35
2025 Q2	$937K	Hold	4,273	–	–	0.63%	32
2025 Q1	$813K	Buy	4,273 +598	+16%	+$130K	0.55%	35
2024 Q4	$806K	Buy	+3,675	New	+$752K	0.56%	36

Other funds holding AMZN

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's AMZN Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors increased its Amazon (AMZN) stake by 4.4% in Q2 2026, buying an estimated $33.1K and bringing the position to 3,151 shares worth $751K. The position accounts for 0.44% of the portfolio, ranked #44.

Marshall & Sterling Wealth Advisors first reported a position in AMZN in Q4 2024 and has held it in 7 quarters since. The position peaked at $937K in Q2 2025. 1,459 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Marshall & Sterling Wealth Advisors held 3,151 shares of Amazon worth $751K as of Q2 2026.
Marshall & Sterling Wealth Advisors bought 132 Amazon shares in Q2 2026, an estimated $33.1K.
Amazon made up 0.44% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #44 holding.
Marshall & Sterling Wealth Advisors first reported a position in Amazon in Q4 2024 and has held it in 7 quarters since.
Marshall & Sterling Wealth Advisors's Amazon position peaked at $937K in Q2 2025.
1,459 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.