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Sierra Summit Advisors’s Amazon AMZN Stock Holding History

Sierra Summit 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 		$19.6M Buy
82,140
+2,802
+4% +$703K 2.19% 14
2026
Q1 		$16.5M Buy
79,338
+14,235
+22% +$3.13M 2.4% 9
2025
Q4 		$15M Buy
65,103
+309
+0.5% +$70.7K 2.3% 13
2025
Q3 		$14.2M Sell
64,794
-10,674
-14% -$2.42M 2.17% 14
2025
Q2 		$16.6M Sell
75,468
-2,437
-3% -$482K 2.95% 6
2025
Q1 		$14.8M Buy
77,905
+120
+0.2% +$26K 3.21% 4
2024
Q4 		$17.1M Buy
77,785
+2,868
+4% +$587K 3.43% 5
2024
Q3 		$14M Buy
74,917
+3,809
+5% +$695K 3.21% 6
2024
Q2 		$13.7M Buy
71,108
+4,094
+6% +$752K 3.41% 4
2024
Q1 		$12.1M Sell
67,014
-45
-0.1% -$7.51K 3.29% 4
2023
Q4 		$10.2M Buy
+67,059
New +$9.4M 2.97% 5

Other funds holding AMZN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Sierra Summit Advisors's AMZN Position: Q2 2026 in Review

Sierra Summit Advisors increased its Amazon (AMZN) stake by 3.5% in Q2 2026, buying an estimated $703K and bringing the position to 82,140 shares worth $19.6M. The position accounts for 2.19% of the portfolio, ranked #14.

Sierra Summit Advisors first reported a position in AMZN in Q4 2023 and has held it in 11 quarters since. 6,104 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Sierra Summit Advisors held 82,140 shares of Amazon worth $19.6M as of Q2 2026.
  • Sierra Summit Advisors bought 2,802 Amazon shares in Q2 2026, an estimated $703K.
  • Amazon made up 2.19% of Sierra Summit Advisors's portfolio in Q2 2026, its #14 holding.
  • Sierra Summit Advisors first reported a position in Amazon in Q4 2023 and has held it in 11 quarters since.
  • 6,104 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Sierra Summit Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.