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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Sterling Wealth Management's AMZN Position: Q1 2026 in Review

Sterling Wealth Management increased its Amazon (AMZN) stake by 3.4% in Q1 2026, buying an estimated $13.9K and bringing the position to 1,900 shares worth $396K. The position accounts for 0.11% of the portfolio, ranked #77.

Sterling Wealth Management first reported a position in AMZN in Q4 2023 and has held it in 9 quarters since. The position peaked at $452K in Q4 2024. 5,979 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

Sterling Wealth Management held 1,900 shares of Amazon worth $396K as of Q1 2026.
Sterling Wealth Management bought 63 Amazon shares in Q1 2026, an estimated $13.9K.
Amazon made up 0.11% of Sterling Wealth Management's portfolio in Q1 2026, its #77 holding.
Sterling Wealth Management first reported a position in Amazon in Q4 2023 and has held it in 9 quarters since.
Sterling Wealth Management's Amazon position peaked at $452K in Q4 2024.
5,979 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Sterling Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.