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Roberts Wealth Advisors’s Amazon AMZN Stock Holding History

Roberts Wealth 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
Q1 		$11.5M Buy
55,397
+5,215
+10% +$1.15M 2.93% 8
2025
Q4 		$11.6M Sell
50,182
-3,900
-7% -$892K 3.02% 7
2025
Q3 		$11.9M Sell
54,082
-1,469
-3% -$333K 3.16% 7
2025
Q2 		$12.2M Buy
55,551
+220
+0.4% +$43.5K 3.5% 6
2025
Q1 		$10.5M Sell
55,331
-949
-2% -$206K 3.25% 7
2024
Q4 		$12.6M Sell
56,280
-391
-0.7% -$80K 3.82% 7
2024
Q3 		$10.4M Buy
56,671
+1,654
+3% +$302K 3.35% 6
2024
Q2 		$11M Buy
55,017
+64
+0.1% +$11.8K 3.74% 5
2024
Q1 		$10.1M Sell
54,953
-5,908
-10% -$986K 3.77% 6
2023
Q4 		$28.3M Sell
60,861
-1,464
-2% -$205K 4.41% 6
2023
Q3 		$8.26M Sell
62,325
-81
-0.1% -$10.9K 3.63% 5
2023
Q2 		$8.14M Sell
62,406
-2,803
-4% -$320K 3.58% 6
2023
Q1 		$6.78M Buy
65,209
+920
+1% +$88.9K 3.11% 8
2022
Q4 		$5.52M Sell
64,289
-1,893
-3% -$187K 2.66% 8
2022
Q3 		$7.96M Buy
66,182
+1,483
+2% +$187K 3.92% 7
2022
Q2 		$7.47M Buy
64,699
+479
+0.7% +$59.9K 3.26% 9
2022
Q1 		$10.5M Buy
64,220
+880
+1% +$136K 4.12% 5
2021
Q4 		$10.8M Buy
63,340
+2,420
+4% +$414K 3.89% 5
2021
Q3 		$10M Buy
+60,920
New +$10.5M 3.96% 6

Other funds holding AMZN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Roberts Wealth Advisors's AMZN Position: Q1 2026 in Review

Roberts Wealth Advisors increased its Amazon (AMZN) stake by 10% in Q1 2026, buying an estimated $1.15M and bringing the position to 55,397 shares worth $11.5M. The position accounts for 2.93% of the portfolio, ranked #8.

Roberts Wealth Advisors first reported a position in AMZN in Q3 2021 and has held it in 19 quarters since. The position peaked at $28.3M in Q4 2023. 5,979 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Roberts Wealth Advisors held 55,397 shares of Amazon worth $11.5M as of Q1 2026.
  • Roberts Wealth Advisors bought 5,215 Amazon shares in Q1 2026, an estimated $1.15M.
  • Amazon made up 2.93% of Roberts Wealth Advisors's portfolio in Q1 2026, its #8 holding.
  • Roberts Wealth Advisors first reported a position in Amazon in Q3 2021 and has held it in 19 quarters since.
  • Roberts Wealth Advisors's Amazon position peaked at $28.3M in Q4 2023.
  • 5,979 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Roberts Wealth Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.