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Rockline Wealth Management’s Amazon AMZN Stock Holding History

Rockline Wealth Management’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 		$10.9M Buy
45,895
+1,070
+2% +$269K 2.09% 9
2026
Q1 		$9.34M Sell
44,825
-213
-0.5% -$46.9K 2.03% 13
2025
Q4 		$10.4M Buy
45,038
+900
+2% +$206K 2.12% 11
2025
Q3 		$9.69M Buy
44,138
+871
+2% +$197K 2.01% 12
2025
Q2 		$9.49M Buy
43,267
+977
+2% +$193K 2.25% 12
2025
Q1 		$8.05M Buy
42,290
+1,209
+3% +$262K 2.24% 11
2024
Q4 		$9.01M Buy
41,081
+1,010
+3% +$207K 2.41% 7
2024
Q3 		$7.47M Buy
40,071
+1,124
+3% +$205K 2.11% 8
2024
Q2 		$7.53M Buy
38,947
+6,403
+20% +$1.18M 2.33% 7
2024
Q1 		$5.87M Buy
32,544
+2,285
+8% +$381K 2.05% 9
2023
Q4 		$4.6M Buy
+30,259
New +$4.24M 1.91% 11

Other funds holding AMZN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Rockline Wealth Management's AMZN Position: Q2 2026 in Review

Rockline Wealth Management increased its Amazon (AMZN) stake by 2.4% in Q2 2026, buying an estimated $269K and bringing the position to 45,895 shares worth $10.9M. The position accounts for 2.09% of the portfolio, ranked #9.

Rockline Wealth Management first reported a position in AMZN in Q4 2023 and has held it in 11 quarters since. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Rockline Wealth Management held 45,895 shares of Amazon worth $10.9M as of Q2 2026.
  • Rockline Wealth Management bought 1,070 Amazon shares in Q2 2026, an estimated $269K.
  • Amazon made up 2.09% of Rockline Wealth Management's portfolio in Q2 2026, its #9 holding.
  • Rockline Wealth Management first reported a position in Amazon in Q4 2023 and has held it in 11 quarters since.
  • 6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Rockline Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.