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Sterling Investment Advisors (Pennsylvania)’s Amazon AMZN Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
2021
Q4 		– Sell
-40
Closed -$44K – 564
2021
Q3 		$44K Hold
40
– – 0.01% 263
2021
Q2 		$73K Hold
40
– – 0.02% 223
2021
Q1 		$52K Hold
40
– – 0.02% 233
2020
Q4 		$91K Hold
40
– – 0.03% 186
2020
Q3 		$100K Buy
+40
New +$6.31K 0.04% 162

Other funds holding AMZN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

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. 4,203 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.
  • 4,203 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.