Searcy Financial Services
AMZN icon

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
Q3 		$13.4M Sell
53,584
-1,036
-2% -$263K 4.77% 11
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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Searcy Financial Services's AMZN Position: Q3 2026 in Review

Searcy Financial Services reduced its Amazon (AMZN) stake by 1.9% in Q3 2026, selling an estimated $263K and leaving 53,584 shares worth $13.4M. The position accounts for 4.77% of the portfolio, ranked #11.

Searcy Financial Services first reported a position in AMZN in Q3 2020 and has held it in 20 quarters since. 2,757 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Searcy Financial Services held 53,584 shares of Amazon worth $13.4M as of Q3 2026.
  • Searcy Financial Services sold 1,036 Amazon shares in Q3 2026, an estimated $263K.
  • Amazon made up 4.77% of Searcy Financial Services's portfolio in Q3 2026, its #11 holding.
  • Searcy Financial Services first reported a position in Amazon in Q3 2020 and has held it in 20 quarters since.
  • 2,757 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Searcy Financial Services's 13F filing for Q3 2026, filed 7 Oct 2026.