Sterling Investment Advisors (Pennsylvania)’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $16.9M | Sell |
71,018
-1,200
| -2% | -$301K | 2.83% | 6 |
|
|
2026
Q1 | $15M | Sell |
72,218
-335
| -0.5% | -$73.8K | 2.72% | 5 |
|
|
2025
Q4 | $16.7M | Buy |
72,553
+609
| +0.8% | +$139K | 3.08% | 4 |
|
|
2025
Q3 | $15.8M | Buy |
71,944
+250
| +0.3% | +$56.6K | 3.07% | 3 |
|
|
2025
Q2 | $15.7M | Buy |
71,694
+1,808
| +3% | +$358K | 3.45% | 2 |
|
|
2025
Q1 | $13.3M | Sell |
69,886
-1,569
| -2% | -$340K | 3.19% | 2 |
|
|
2024
Q4 | $15.7M | Sell |
71,455
-2,299
| -3% | -$470K | 3.8% | 2 |
|
|
2024
Q3 | $13.7M | Buy |
73,754
+890
| +1% | +$162K | 3.48% | 2 |
|
|
2024
Q2 | $14.1M | Sell |
72,864
-172
| -0.2% | -$31.6K | 3.81% | 2 |
|
|
2024
Q1 | $13.2M | Sell |
73,036
-1,348
| -2% | -$225K | 3.7% | 2 |
|
|
2023
Q4 | $11.3M | Buy |
74,384
+2,457
| +3% | +$344K | 3.52% | 2 |
|
|
2023
Q3 | $9.14M | Sell |
71,927
-1,827
| -2% | -$245K | 3.19% | 3 |
|
|
2023
Q2 | $9.61M | Sell |
73,754
-3,553
| -5% | -$406K | 3.18% | 4 |
|
|
2023
Q1 | $7.99M | Buy |
77,307
+5,843
| +8% | +$565K | 2.69% | 5 |
|
|
2022
Q4 | $6M | Buy |
71,464
+2,299
| +3% | +$227K | 2.15% | 9 |
|
|
2022
Q3 | $7.82M | Buy |
69,165
+2,042
| +3% | +$258K | 2.93% | 4 |
|
|
2022
Q2 | $7.13M | Buy |
67,123
+9,743
| +17% | +$1.22M | 2.45% | 6 |
|
|
2022
Q1 | $9.35M | Buy |
57,380
+260
| +0.5% | +$40.2K | 2.65% | 5 |
|
|
2021
Q4 | $9.52M | Sell |
57,120
-160
| -0.3% | -$27.4K | 2.68% | 4 |
|
|
2021
Q3 | $9.41M | Sell |
57,280
-520
| -0.9% | -$89.7K | 2.8% | 3 |
|
|
2021
Q2 | $9.94M | Sell |
57,800
-860
| -1% | -$143K | 2.91% | 3 |
|
|
2021
Q1 | $9.07M | Sell |
58,660
-5,460
| -9% | -$865K | 2.93% | 3 |
|
|
2020
Q4 | $10.4M | Sell |
64,120
-6,820
| -10% | -$1.09M | 3.55% | 3 |
|
|
2020
Q3 | $11.2M | Sell |
70,940
-1,560
| -2% | -$246K | 4.3% | 3 |
|
|
2020
Q2 | $10M | Sell |
72,500
-10,480
| -13% | -$1.27M | 4.15% | 3 |
|
|
2020
Q1 | $8.09M | Buy |
82,980
+3,320
| +4% | +$321K | 4.27% | 3 |
|
|
2019
Q4 | $7.36M | Buy |
79,660
+9,940
| +14% | +$880K | 3.38% | 4 |
|
|
2019
Q3 | $6.05M | Buy |
69,720
+12,260
| +21% | +$1.14M | 3.09% | 6 |
|
|
2019
Q2 | $5.44M | Buy |
57,460
+60
| +0.1% | +$5.59K | 2.78% | 6 |
|
|
2019
Q1 | $5.11M | Sell |
57,400
-3,600
| -6% | -$300K | 2.6% | 5 |
|
|
2018
Q4 | $4.58M | Buy |
61,000
+5,300
| +10% | +$441K | 2.7% | 5 |
|
|
2018
Q3 | $5.58M | Sell |
55,700
-5,180
| -9% | -$487K | 2.93% | 5 |
|
|
2018
Q2 | $5.17M | Sell |
60,880
-800
| -1% | -$63.5K | 3.06% | 5 |
|
|
2018
Q1 | $4.46M | Sell |
61,680
-4,100
| -6% | -$293K | 2.74% | 6 |
|
|
2017
Q4 | $3.85M | Sell |
65,780
-1,960
| -3% | -$108K | 2.38% | 7 |
|
|
2017
Q3 | $3.26M | Sell |
67,740
-9,800
| -13% | -$481K | 2.16% | 8 |
|
|
2017
Q2 | $3.75M | Sell |
77,540
-4,300
| -5% | -$205K | 2.5% | 6 |
|
|
2017
Q1 | $3.63M | Sell |
81,840
-6,000
| -7% | -$250K | 2.61% | 6 |
|
|
2016
Q4 | $3.29M | Buy |
+87,840
| New | +$3.44M | 2.64% | 7 |
|
Other funds holding AMZN
SCI
Sterling Investment Advisors (Pennsylvania)'s AMZN Position: Q2 2026 in Review
Sterling Investment Advisors (Pennsylvania) reduced its Amazon (AMZN) stake by 1.7% in Q2 2026, selling an estimated $301K and leaving 71,018 shares worth $16.9M. The position accounts for 2.83% of the portfolio, ranked #6.
Sterling Investment Advisors (Pennsylvania) first reported a position in AMZN in Q4 2016 and has held it in 39 quarters since. 2,636 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.
- Sterling Investment Advisors (Pennsylvania) held 71,018 shares of Amazon worth $16.9M as of Q2 2026.
- Sterling Investment Advisors (Pennsylvania) sold 1,200 Amazon shares in Q2 2026, an estimated $301K.
- Amazon made up 2.83% of Sterling Investment Advisors (Pennsylvania)'s portfolio in Q2 2026, its #6 holding.
- Sterling Investment Advisors (Pennsylvania) first reported a position in Amazon in Q4 2016 and has held it in 39 quarters since.
- 2,636 funds tracked by Wall St. Rank held Amazon as of Q2 2026.
Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 28 Jul 2026.