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Retirement Guys Formula’s Amazon AMZN Stock Holding History

Retirement Guys Formula’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 		$2.54M Buy
12,185
+1,336
+12% +$294K 1.17% 22
2025
Q4 		$2.5M Sell
10,849
-137
-1% -$31.3K 1.14% 22
2025
Q3 		$2.41M Buy
10,986
+274
+3% +$62K 0.85% 30
2025
Q2 		$2.35M Buy
10,712
+745
+7% +$147K 0.89% 32
2025
Q1 		$1.9M Buy
9,967
+402
+4% +$87.2K 0.94% 25
2024
Q4 		$2.1M Sell
9,565
-131
-1% -$26.8K 1.06% 21
2024
Q3 		$1.81M Buy
9,696
+6,600
+213% +$1.2M 0.84% 34
2024
Q2 		$598K Buy
3,096
+549
+22% +$101K 0.29% 95
2024
Q1 		$459K Sell
2,547
-3,349
-57% -$559K 0.22% 98
2023
Q4 		$896K Sell
5,896
-389
-6% -$54.5K 0.48% 65
2023
Q3 		$799K Sell
6,285
-4,799
-43% -$643K 0.56% 54
2023
Q2 		$1.44M Sell
11,084
-2,358
-18% -$269K 0.84% 33
2023
Q1 		$1.39M Buy
13,442
+990
+8% +$95.6K 0.99% 28
2022
Q4 		$1.05M Buy
12,452
+4,260
+52% +$421K 0.86% 27
2022
Q3 		$925K Buy
8,192
+939
+13% +$119K 0.97% 18
2022
Q2 		$770K Buy
7,253
+3,633
+100% +$455K 0.79% 23
2022
Q1 		$590K Buy
3,620
+1,840
+103% +$284K 0.4% 38
2021
Q4 		$297K Buy
+1,780
New +$305K 0.24% 80

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

Retirement Guys Formula's AMZN Position: Q1 2026 in Review

Retirement Guys Formula increased its Amazon (AMZN) stake by 12% in Q1 2026, buying an estimated $294K and bringing the position to 12,185 shares worth $2.54M. The position accounts for 1.17% of the portfolio, ranked #22.

Retirement Guys Formula first reported a position in AMZN in Q4 2021 and has held it in 18 quarters since. 5,983 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Retirement Guys Formula held 12,185 shares of Amazon worth $2.54M as of Q1 2026.
  • Retirement Guys Formula bought 1,336 Amazon shares in Q1 2026, an estimated $294K.
  • Amazon made up 1.17% of Retirement Guys Formula's portfolio in Q1 2026, its #22 holding.
  • Retirement Guys Formula first reported a position in Amazon in Q4 2021 and has held it in 18 quarters since.
  • 5,983 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Retirement Guys Formula's 13F filing for Q1 2026, filed 22 Apr 2026.