Secured Retirement Advisors
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Secured Retirement Advisors’s Amazon AMZN Stock Holding History

Secured Retirement Advisors’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 		$3.09M Buy
12,399
+183
+1% +$46.5K 1.56% 9
2026
Q2 		$2.91M Sell
12,216
-3,672
-23% -$922K 1.49% 10
2026
Q1 		$3.31M Sell
15,888
-632
-4% -$139K 1.87% 9
2025
Q4 		$3.81M Sell
16,520
-163
-1% -$37.3K 2.13% 8
2025
Q3 		$3.66M Sell
16,683
-182
-1% -$41.2K 2.05% 7
2025
Q2 		$3.7M Buy
16,865
+203
+1% +$40.2K 2.21% 6
2025
Q1 		$3.17M Buy
16,662
+4,438
+36% +$963K 2.04% 6
2024
Q4 		$2.68M Sell
12,224
-51
-0.4% -$10.4K 1.54% 10
2024
Q3 		$2.29M Buy
12,275
+443
+4% +$80.8K 1.65% 13
2024
Q2 		$2.29M Buy
11,832
+1,370
+13% +$252K 1.78% 12
2024
Q1 		$1.89M Buy
10,462
+7,661
+274% +$1.28M 1.6% 16
2023
Q4 		$426K Buy
+2,801
New +$393K 0.41% 71

Other funds holding AMZN

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Secured Retirement Advisors's AMZN Position: Q3 2026 in Review

Secured Retirement Advisors increased its Amazon (AMZN) stake by 1.5% in Q3 2026, buying an estimated $46.5K and bringing the position to 12,399 shares worth $3.09M. The position accounts for 1.56% of the portfolio, ranked #9.

Secured Retirement Advisors first reported a position in AMZN in Q4 2023 and has held it in 12 quarters since. The position peaked at $3.81M in Q4 2025. 5,043 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Secured Retirement Advisors held 12,399 shares of Amazon worth $3.09M as of Q3 2026.
  • Secured Retirement Advisors bought 183 Amazon shares in Q3 2026, an estimated $46.5K.
  • Amazon made up 1.56% of Secured Retirement Advisors's portfolio in Q3 2026, its #9 holding.
  • Secured Retirement Advisors first reported a position in Amazon in Q4 2023 and has held it in 12 quarters since.
  • Secured Retirement Advisors's Amazon position peaked at $3.81M in Q4 2025.
  • 5,043 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Secured Retirement Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.