SRH Advisors
AMZN icon

SRH Advisors’s Amazon AMZN Stock Holding History

SRH 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 		$213K Buy
856
+36
+4% +$9.15K 0.05% 69
2026
Q2 		$195K Hold
820
– – 0.05% 75
2026
Q1 		$171K Buy
820
+100
+14% +$22K 0.05% 71
2025
Q4 		$166K Buy
720
+60
+9% +$13.7K 0.05% 74
2025
Q3 		$145K Hold
660
– – 0.04% 80
2025
Q2 		$145K Buy
660
+170
+35% +$33.6K 0.04% 74
2025
Q1 		$93.2K Sell
490
-96
-16% -$20.8K 0.03% 94
2024
Q4 		$129K Sell
586
-28
-5% -$5.73K 0.04% 82
2024
Q3 		$114K Hold
614
– – 0.03% 86
2024
Q2 		$119K Sell
614
-54
-8% -$9.9K 0.04% 79
2024
Q1 		$120K Sell
668
-197
-23% -$32.9K 0.04% 80
2023
Q4 		$131K Hold
865
– – 0.05% 77
2023
Q3 		$110K Buy
865
+625
+260% +$83.7K 0.05% 79
2023
Q2 		$24.8K Hold
240
– – 0.01% 143
2023
Q1 		$25K Hold
240
– – 0.01% 143
2022
Q4 		$20K Hold
240
– – 0.01% 155
2022
Q3 		$27K Hold
240
– – 0.04% 147
2022
Q2 		$25K Sell
240
-100
-29% -$12.5K 0.03% 149
2022
Q1 		$55K Hold
340
– – 0.06% 126
2021
Q4 		$57K Sell
340
-20
-6% -$3.42K 0.06% 125
2021
Q3 		$59K Buy
360
+20
+6% +$3.45K 0.07% 117
2021
Q2 		$58K Hold
340
– – 0.07% 116
2021
Q1 		$53K Hold
340
– – 0.08% 111
2020
Q4 		$55K Hold
340
– – 0.09% 102
2020
Q3 		$54K Buy
+340
New +$53.6K 0.1% 97
2019
Q1 		– Sell
-360
Closed -$27K – 265
2018
Q4 		$27K Hold
360
– – 0.1% 103
2018
Q3 		$36K Hold
360
– – 0.12% 101
2018
Q2 		$31K Buy
+360
New +$28.6K 0.12% 103

Other funds holding AMZN

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 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

SRH Advisors's AMZN Position: Q3 2026 in Review

SRH Advisors increased its Amazon (AMZN) stake by 4.4% in Q3 2026, buying an estimated $9.15K and bringing the position to 856 shares worth $213K. The position accounts for 0.05% of the portfolio, ranked #69.

SRH Advisors first reported a position in AMZN in Q2 2018 and has held it in 28 quarters since. 5,350 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • SRH Advisors held 856 shares of Amazon worth $213K as of Q3 2026.
  • SRH Advisors bought 36 Amazon shares in Q3 2026, an estimated $9.15K.
  • Amazon made up 0.05% of SRH Advisors's portfolio in Q3 2026, its #69 holding.
  • SRH Advisors first reported a position in Amazon in Q2 2018 and has held it in 28 quarters since.
  • 5,350 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on SRH Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.