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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
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

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Secured Retirement Advisors's AMZN Position: Q2 2026 in Review

Secured Retirement Advisors reduced its Amazon (AMZN) stake by 23% in Q2 2026, selling an estimated $922K and leaving 12,216 shares worth $2.91M. The position accounts for 1.49% of the portfolio, ranked #10.

Secured Retirement Advisors first reported a position in AMZN in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.81M in Q4 2025. 1,409 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Secured Retirement Advisors held 12,216 shares of Amazon worth $2.91M as of Q2 2026.
  • Secured Retirement Advisors sold 3,672 Amazon shares in Q2 2026, an estimated $922K.
  • Amazon made up 1.49% of Secured Retirement Advisors's portfolio in Q2 2026, its #10 holding.
  • Secured Retirement Advisors first reported a position in Amazon in Q4 2023 and has held it in 11 quarters since.
  • Secured Retirement Advisors's Amazon position peaked at $3.81M in Q4 2025.
  • 1,409 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Secured Retirement Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.