Sound Stewardship’s Amazon AMZN Stock Holding History

Sound Stewardship’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
2025 Q4	–	Sell	-1,206	Closed	-$265K	–	64
2025 Q3	$265K	Buy	1,206 +3	+0.2%	+$679	0.13%	56
2025 Q2	$264K	Hold	1,203	–	–	0.14%	57
2025 Q1	$229K	Buy	1,203 +162	+16%	+$35.2K	0.13%	58
2024 Q4	$228K	Buy	+1,041	New	+$213K	0.14%	56

Other funds holding AMZN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JSC

J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Sound Stewardship's AMZN Position: Q4 2025 in Review

Sound Stewardship sold out of Amazon (AMZN) in Q4 2025, closing a stake of 1,206 shares — an estimated $265K sold.

Sound Stewardship first reported a position in AMZN in Q4 2024 and held it in 4 quarters. The position peaked at $265K in Q3 2025. 6,064 funds tracked by Wall St. Rank hold AMZN as of Q4 2025.

Sound Stewardship reported no remaining Amazon position as of Q4 2025 after selling out during the quarter.
Sound Stewardship sold 1,206 Amazon shares in Q4 2025, an estimated $265K.
Sound Stewardship first reported a position in Amazon in Q4 2024 and held it in 4 quarters.
Sound Stewardship's Amazon position peaked at $265K in Q3 2025.
6,064 funds tracked by Wall St. Rank held Amazon as of Q4 2025.

Based on Sound Stewardship's 13F filing for Q4 2025, filed 30 Jan 2026.