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Sterneck Capital Management’s Amazon AMZN Stock Holding History

Sterneck Capital 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 		$4.49M Sell
21,558
-75
-0.3% -$16.5K 2.02% 16
2025
Q4 		$4.99M Sell
21,633
-2,329
-10% -$533K 2.25% 14
2025
Q3 		$5.26M Sell
23,962
-570
-2% -$129K 2.45% 13
2025
Q2 		$5.38M Sell
24,532
-198
-0.8% -$39.2K 2.73% 10
2025
Q1 		$4.71M Sell
24,730
-1,160
-4% -$252K 2.54% 11
2024
Q4 		$5.68M Sell
25,890
-1,160
-4% -$237K 3.07% 9
2024
Q3 		$5.04M Sell
27,050
-15,122
-36% -$2.76M 2.73% 9
2024
Q2 		$8.15M Buy
42,172
+11,916
+39% +$2.19M 4.62% 6
2024
Q1 		$5.46M Sell
30,256
-181
-0.6% -$30.2K 3.26% 6
2023
Q4 		$4.62M Sell
30,437
-405
-1% -$56.8K 2.94% 8
2023
Q3 		$3.92M Sell
30,842
-210
-0.7% -$28.1K 2.62% 9
2023
Q2 		$4.05M Buy
31,052
+45
+0.1% +$5.14K 2.48% 9
2023
Q1 		$3.2M Sell
31,007
-4,574
-13% -$442K 2.02% 11
2022
Q4 		$2.99M Buy
35,581
+1,368
+4% +$135K 1.98% 11
2022
Q3 		$3.87M Buy
34,213
+808
+2% +$102K 2.73% 9
2022
Q2 		$3.55M Buy
33,405
+10,525
+46% +$1.32M 2.38% 10
2022
Q1 		$3.73M Buy
22,880
+4,040
+21% +$624K 2.24% 9
2021
Q4 		$3.14M Sell
18,840
-2,000
-10% -$342K 1.86% 12
2021
Q3 		$3.42M Hold
20,840
– – 2.18% 9
2021
Q2 		$3.78M Hold
20,840
– – 2.34% 9
2021
Q1 		$3.22M Sell
20,840
-10,000
-32% -$1.59M 2.25% 11
2020
Q4 		$5.02M Buy
30,840
+10,000
+48% +$1.6M 3.77% 8
2020
Q3 		$3.28M Buy
+20,840
New +$3.29M 2.77% 10
2018
Q3 		– Sell
-3,640
Closed -$309K – 102
2018
Q2 		$309K Buy
3,640
+40
+1% +$3.17K 0.21% 79
2018
Q1 		$261K Hold
3,600
– – 0.15% 97
2017
Q4 		$211K Buy
+3,600
New +$198K 0.13% 101
2017
Q3 		– Sell
-4,500
Closed -$218K – 110
2017
Q2 		$218K Buy
+4,500
New +$215K 0.13% 103

Other funds holding AMZN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
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
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Sterneck Capital Management's AMZN Position: Q1 2026 in Review

Sterneck Capital Management reduced its Amazon (AMZN) stake by 0.35% in Q1 2026, selling an estimated $16.5K and leaving 21,558 shares worth $4.49M. The position accounts for 2.02% of the portfolio, ranked #16.

Sterneck Capital Management first reported a position in AMZN in Q2 2017 and has held it in 27 quarters since. The position peaked at $8.15M in Q2 2024. 5,986 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Sterneck Capital Management held 21,558 shares of Amazon worth $4.49M as of Q1 2026.
  • Sterneck Capital Management sold 75 Amazon shares in Q1 2026, an estimated $16.5K.
  • Amazon made up 2.02% of Sterneck Capital Management's portfolio in Q1 2026, its #16 holding.
  • Sterneck Capital Management first reported a position in Amazon in Q2 2017 and has held it in 27 quarters since.
  • Sterneck Capital Management's Amazon position peaked at $8.15M in Q2 2024.
  • 5,986 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Sterneck Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.