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Searcy Financial Services’s Amazon AMZN Stock Holding History

Searcy Financial Services’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 		$13M Sell
54,620
-1,011
-2% -$254K 4.37% 13
2026
Q1 		$11.6M Sell
55,631
-13
-0% -$2.86K 4.3% 13
2025
Q4 		$12.8M Sell
55,644
-1,010
-2% -$231K 4.76% 12
2025
Q3 		$12.4M Buy
56,654
+57
+0.1% +$12.9K 4.73% 12
2025
Q2 		$12.4M Sell
56,597
-668
-1% -$132K 5.05% 10
2025
Q1 		$10.9M Sell
57,265
-718
-1% -$156K 4.71% 11
2024
Q4 		$12.7M Sell
57,983
-2,499
-4% -$511K 5.87% 8
2024
Q3 		$11.3M Buy
60,482
+287
+0.5% +$52.4K 5.29% 10
2024
Q2 		$11.6M Sell
60,195
-981
-2% -$180K 5.8% 9
2024
Q1 		$11M Sell
61,176
-5,297
-8% -$884K 5.62% 8
2023
Q4 		$10.1M Sell
66,473
-1,979
-3% -$277K 5.6% 8
2023
Q3 		$8.7M Sell
68,452
-1,668
-2% -$224K 5.26% 10
2023
Q2 		$9.14M Sell
70,120
-5,200
-7% -$594K 5.31% 9
2023
Q1 		$7.78M Buy
75,320
+912
+1% +$88.1K 4.8% 11
2022
Q4 		$6.25M Buy
+74,408
New +$7.35M 3.63% 13
2022
Q1 		– Sell
-2,120
Closed -$353K – 20
2021
Q4 		$353K Buy
+2,120
New +$363K 0.16% 19
2021
Q3 		– Sell
-1,220
Closed -$210K – 20
2021
Q2 		$210K Buy
+1,220
New +$203K 0.13% 20
2021
Q1 		– Sell
-1,280
Closed -$208K – 19
2020
Q4 		$208K Hold
1,280
– – 0.12% 19
2020
Q3 		$202K Buy
+1,280
New +$202K 0.15% 18

Other funds holding AMZN

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Searcy Financial Services's AMZN Position: Q2 2026 in Review

Searcy Financial Services reduced its Amazon (AMZN) stake by 1.8% in Q2 2026, selling an estimated $254K and leaving 54,620 shares worth $13M. The position accounts for 4.37% of the portfolio, ranked #13.

Searcy Financial Services first reported a position in AMZN in Q3 2020 and has held it in 19 quarters since. 2,925 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Searcy Financial Services held 54,620 shares of Amazon worth $13M as of Q2 2026.
  • Searcy Financial Services sold 1,011 Amazon shares in Q2 2026, an estimated $254K.
  • Amazon made up 4.37% of Searcy Financial Services's portfolio in Q2 2026, its #13 holding.
  • Searcy Financial Services first reported a position in Amazon in Q3 2020 and has held it in 19 quarters since.
  • 2,925 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Searcy Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.