Sterling Group Wealth Management’s Amazon AMZN Stock Holding History

Sterling Group Wealth Management’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	$1.8M	Sell	7,569 -332	-4%	-$83.3K	0.74%	16
2026 Q1	$1.65M	Buy	7,901 +1,046	+15%	+$230K	0.78%	16
2025 Q4	$1.58M	Sell	6,855 -175	-2%	-$40K	0.77%	16
2025 Q3	$1.54M	Sell	7,030 -55	-0.8%	-$12.4K	0.76%	16
2025 Q2	$1.55M	Buy	7,085 +24	+0.3%	+$4.75K	0.86%	14
2025 Q1	$1.34M	Buy	7,061 +15	+0.2%	+$3.25K	0.72%	17
2024 Q4	$1.55M	Buy	7,046 +203	+3%	+$41.5K	0.8%	15
2024 Q3	$1.28M	Hold	6,843	–	–	0.68%	17
2024 Q2	$1.32M	Buy	+6,843	New	+$1.26M	0.76%	16
2024 Q1	–	Sell	-7,096	Closed	-$1.08M	–	7
2023 Q4	$1.08M	Buy	7,096 +3	+0%	+$421	0.84%	15
2023 Q3	$902K	Hold	7,093	–	–	0.85%	14
2023 Q2	$925K	Sell	7,093 -621	-8%	-$70.9K	0.8%	14
2023 Q1	$797K	Buy	7,714 +101	+1%	+$9.76K	0.75%	16
2022 Q4	$639K	Buy	+7,613	New	+$752K	0.63%	19

Other funds holding AMZN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Sterling Group Wealth Management's AMZN Position: Q2 2026 in Review

Sterling Group Wealth Management reduced its Amazon (AMZN) stake by 4.2% in Q2 2026, selling an estimated $83.3K and leaving 7,569 shares worth $1.8M. The position accounts for 0.74% of the portfolio, ranked #16.

Sterling Group Wealth Management first reported a position in AMZN in Q4 2022 and has held it in 14 quarters since. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Sterling Group Wealth Management held 7,569 shares of Amazon worth $1.8M as of Q2 2026.
Sterling Group Wealth Management sold 332 Amazon shares in Q2 2026, an estimated $83.3K.
Amazon made up 0.74% of Sterling Group Wealth Management's portfolio in Q2 2026, its #16 holding.
Sterling Group Wealth Management first reported a position in Amazon in Q4 2022 and has held it in 14 quarters since.
6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Sterling Group Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.