Sterling Wealth Management
AMZN icon

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
Q3 		$523K Sell
2,098
-1
-0% -$254 0.13% 67
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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sterling Wealth Management's AMZN Position: Q3 2026 in Review

Sterling Wealth Management reduced its Amazon (AMZN) stake by 0.05% in Q3 2026, selling an estimated $254 and leaving 2,098 shares worth $523K. The position accounts for 0.13% of the portfolio, ranked #67.

Sterling Wealth Management first reported a position in AMZN in Q4 2023 and has held it in 11 quarters since. 2,005 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Sterling Wealth Management held 2,098 shares of Amazon worth $523K as of Q3 2026.
  • Sterling Wealth Management sold 1 Amazon share in Q3 2026, an estimated $254.
  • Amazon made up 0.13% of Sterling Wealth Management's portfolio in Q3 2026, its #67 holding.
  • Sterling Wealth Management first reported a position in Amazon in Q4 2023 and has held it in 11 quarters since.
  • 2,005 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Sterling Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.