Sterling Financial Planning
AMZN icon

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
Q3 		$639K Buy
2,565
+4
+0.2% +$1.02K 0.18% 64
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sterling Financial Planning's AMZN Position: Q3 2026 in Review

Sterling Financial Planning increased its Amazon (AMZN) stake by 0.16% in Q3 2026, buying an estimated $1.02K and bringing the position to 2,565 shares worth $639K. The position accounts for 0.18% of the portfolio, ranked #64.

Sterling Financial Planning first reported a position in AMZN in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.02M in Q4 2020. 4,228 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Sterling Financial Planning held 2,565 shares of Amazon worth $639K as of Q3 2026.
  • Sterling Financial Planning bought 4 Amazon shares in Q3 2026, an estimated $1.02K.
  • Amazon made up 0.18% of Sterling Financial Planning's portfolio in Q3 2026, its #64 holding.
  • Sterling Financial Planning first reported a position in Amazon in Q4 2020 and has held it in 24 quarters since.
  • Sterling Financial Planning's Amazon position peaked at $1.02M in Q4 2020.
  • 4,228 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Sterling Financial Planning's 13F filing for Q3 2026, filed 28 Oct 2026.