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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
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

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

Sherman Wealth Management held its Amazon (AMZN) position steady in Q2 2026 at 1,870 shares worth $446K. The position accounts for 0.34% of the portfolio, ranked #50.

Sherman Wealth Management first reported a position in AMZN in Q4 2025 and has held it in 3 quarters since. 4,203 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Sherman Wealth Management held 1,870 shares of Amazon worth $446K as of Q2 2026.
  • Sherman Wealth Management left its Amazon share count unchanged in Q2 2026.
  • Amazon made up 0.34% of Sherman Wealth Management's portfolio in Q2 2026, its #50 holding.
  • Sherman Wealth Management first reported a position in Amazon in Q4 2025 and has held it in 3 quarters since.
  • 4,203 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Sherman Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.