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Sterling Financial Planning’s Amazon AMZN Stock Holding History

Sterling Financial Planning’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 		$610K Sell
2,561
-122
-5% -$30.6K 0.17% 67
2026
Q1 		$559K Buy
2,683
+56
+2% +$12.3K 0.17% 67
2025
Q4 		$606K Buy
2,627
+170
+7% +$38.9K 0.18% 64
2025
Q3 		$539K Buy
2,457
+50
+2% +$11.3K 0.17% 71
2025
Q2 		$528K Buy
2,407
+101
+4% +$20K 0.18% 69
2025
Q1 		$439K Buy
2,306
+158
+7% +$34.3K 0.16% 76
2024
Q4 		$471K Sell
2,148
-943
-31% -$193K 0.17% 76
2024
Q3 		$576K Buy
3,091
+63
+2% +$11.5K 0.21% 67
2024
Q2 		$585K Buy
3,028
+10
+0.3% +$1.84K 0.24% 60
2024
Q1 		$544K Sell
3,018
-528
-15% -$88.1K 0.22% 66
2023
Q4 		$539K Sell
3,546
-300
-8% -$42.1K 0.23% 63
2023
Q3 		$489K Sell
3,846
-257
-6% -$34.4K 0.25% 60
2023
Q2 		$535K Hold
4,103
– – 0.27% 59
2023
Q1 		$424K Sell
4,103
-240
-6% -$23.2K 0.23% 66
2022
Q4 		$365K Sell
4,343
-612
-12% -$60.5K 0.22% 68
2022
Q3 		$560K Buy
4,955
+175
+4% +$22.1K 0.39% 50
2022
Q2 		$508K Sell
4,780
-100
-2% -$12.5K 0.36% 50
2022
Q1 		$795K Sell
4,880
-600
-11% -$92.7K 0.5% 37
2021
Q4 		$914K Buy
5,480
+200
+4% +$34.2K 0.57% 31
2021
Q3 		$867K Sell
5,280
-460
-8% -$79.3K 0.55% 31
2021
Q2 		$987K Hold
5,740
– – 0.64% 31
2021
Q1 		$888K Sell
5,740
-520
-8% -$82.4K 0.63% 29
2020
Q4 		$1.02M Buy
+6,260
New +$999K 0.82% 26

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

Sterling Financial Planning's AMZN Position: Q2 2026 in Review

Sterling Financial Planning reduced its Amazon (AMZN) stake by 4.5% in Q2 2026, selling an estimated $30.6K and leaving 2,561 shares worth $610K. The position accounts for 0.17% of the portfolio, ranked #67.

Sterling Financial Planning first reported a position in AMZN in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.02M in Q4 2020. 6,101 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Sterling Financial Planning held 2,561 shares of Amazon worth $610K as of Q2 2026.
  • Sterling Financial Planning sold 122 Amazon shares in Q2 2026, an estimated $30.6K.
  • Amazon made up 0.17% of Sterling Financial Planning's portfolio in Q2 2026, its #67 holding.
  • Sterling Financial Planning first reported a position in Amazon in Q4 2020 and has held it in 23 quarters since.
  • Sterling Financial Planning's Amazon position peaked at $1.02M in Q4 2020.
  • 6,101 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Sterling Financial Planning's 13F filing for Q2 2026, filed 11 Aug 2026.