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Sterling Wealth Management’s Amazon AMZN Stock Holding History

Sterling 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 		$500K Buy
2,099
+199
+10% +$50K 0.12% 70
2026
Q1 		$396K Buy
1,900
+63
+3% +$13.9K 0.11% 77
2025
Q4 		$424K Buy
1,837
+4
+0.2% +$915 0.12% 68
2025
Q3 		$402K Buy
1,833
+18
+1% +$4.07K 0.12% 69
2025
Q2 		$398K Buy
+1,815
New +$359K 0.14% 68
2024
Q4 		$452K Sell
2,059
-219
-10% -$44.8K 0.17% 67
2024
Q3 		$424K Buy
2,278
+248
+12% +$45.2K 0.16% 73
2024
Q2 		$392K Buy
2,030
+13
+0.6% +$2.39K 0.19% 69
2024
Q1 		$364K Hold
2,017
– – 0.18% 70
2023
Q4 		$306K Buy
+2,017
New +$283K 0.17% 68

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 Wealth Management's AMZN Position: Q2 2026 in Review

Sterling Wealth Management increased its Amazon (AMZN) stake by 10% in Q2 2026, buying an estimated $50K and bringing the position to 2,099 shares worth $500K. The position accounts for 0.12% of the portfolio, ranked #70.

Sterling Wealth Management first reported a position in AMZN in Q4 2023 and has held it in 10 quarters since. 6,136 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Sterling Wealth Management held 2,099 shares of Amazon worth $500K as of Q2 2026.
  • Sterling Wealth Management bought 199 Amazon shares in Q2 2026, an estimated $50K.
  • Amazon made up 0.12% of Sterling Wealth Management's portfolio in Q2 2026, its #70 holding.
  • Sterling Wealth Management first reported a position in Amazon in Q4 2023 and has held it in 10 quarters since.
  • 6,136 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Sterling Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.