Sherman Wealth Management
AMZN icon

Sherman Wealth Management’s Amazon AMZN Stock Holding History

Sherman 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
Q3 		$466K Hold
1,870
– – 0.33% 52
2026
Q2 		$446K Hold
1,870
– – 0.34% 50
2026
Q1 		$389K Buy
1,870
+557
+42% +$123K 0.33% 51
2025
Q4 		$303K Buy
+1,313
New +$300K 0.26% 62

Other funds holding AMZN

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Sherman Wealth Management's AMZN Position: Q3 2026 in Review

Sherman Wealth Management held its Amazon (AMZN) position steady in Q3 2026 at 1,870 shares worth $466K. The position accounts for 0.33% of the portfolio, ranked #52.

Sherman Wealth Management first reported a position in AMZN in Q4 2025 and has held it in 4 quarters since. 5,350 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Sherman Wealth Management held 1,870 shares of Amazon worth $466K as of Q3 2026.
  • Sherman Wealth Management left its Amazon share count unchanged in Q3 2026.
  • Amazon made up 0.33% of Sherman Wealth Management's portfolio in Q3 2026, its #52 holding.
  • Sherman Wealth Management first reported a position in Amazon in Q4 2025 and has held it in 4 quarters since.
  • 5,350 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Sherman Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.