Sterling Financial Group’s Amazon AMZN Stock Holding History

Sterling Financial Group’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 Q3	$1.85M	Sell	8,432 -1,458	-15%	-$330K	0.59%	23
2025 Q2	$2.17M	Sell	9,890 -29	-0.3%	-$5.74K	0.73%	21
2025 Q1	$1.89M	Buy	9,919 +2,146	+28%	+$466K	0.68%	24
2024 Q4	$1.71M	Sell	7,773 -80	-1%	-$16.4K	0.63%	25
2024 Q3	$1.46M	Buy	7,853 +184	+2%	+$33.6K	0.63%	24
2024 Q2	$1.48M	Buy	7,669 +353	+5%	+$64.8K	0.67%	20
2024 Q1	$1.32M	Sell	7,316 -31	-0.4%	-$5.17K	0.63%	23
2023 Q4	$1.12M	Buy	7,347 +1,314	+22%	+$184K	0.66%	21
2023 Q3	$767K	Buy	6,033 +3	+0%	+$402	0.48%	24
2023 Q2	$786K	Buy	6,030 +321	+6%	+$36.7K	0.52%	23
2023 Q1	$480K	Hold	5,709	–	–	0.37%	28
2022 Q4	$480K	Buy	+5,709	New	+$564K	0.37%	28

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Sterling Financial Group's AMZN Position: Q3 2025 in Review

Sterling Financial Group reduced its Amazon (AMZN) stake by 15% in Q3 2025, selling an estimated $330K and leaving 8,432 shares worth $1.85M. The position accounts for 0.59% of the portfolio, ranked #23.

Sterling Financial Group first reported a position in AMZN in Q4 2022 and has held it in 12 quarters since. The position peaked at $2.17M in Q2 2025. 5,570 funds tracked by Wall St. Rank hold AMZN as of Q3 2025.

Sterling Financial Group held 8,432 shares of Amazon worth $1.85M as of Q3 2025.
Sterling Financial Group sold 1,458 Amazon shares in Q3 2025, an estimated $330K.
Amazon made up 0.59% of Sterling Financial Group's portfolio in Q3 2025, its #23 holding.
Sterling Financial Group first reported a position in Amazon in Q4 2022 and has held it in 12 quarters since.
Sterling Financial Group's Amazon position peaked at $2.17M in Q2 2025.
5,570 funds tracked by Wall St. Rank held Amazon as of Q3 2025.

Based on Sterling Financial Group's 13F filing for Q3 2025, filed 17 Nov 2025.