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 Q3	$11.5M	Buy	46,053 +158	+0.3%	+$40.1K	2.14%	9
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	$9.7M	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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Rockline Wealth Management's AMZN Position: Q3 2026 in Review

Rockline Wealth Management increased its Amazon (AMZN) stake by 0.34% in Q3 2026, buying an estimated $40.1K and bringing the position to 46,053 shares worth $11.5M. The position accounts for 2.14% of the portfolio, ranked #9.

Rockline Wealth Management first reported a position in AMZN in Q4 2023 and has held it in 12 quarters since. 3,976 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

Rockline Wealth Management held 46,053 shares of Amazon worth $11.5M as of Q3 2026.
Rockline Wealth Management bought 158 Amazon shares in Q3 2026, an estimated $40.1K.
Amazon made up 2.14% of Rockline Wealth Management's portfolio in Q3 2026, its #9 holding.
Rockline Wealth Management first reported a position in Amazon in Q4 2023 and has held it in 12 quarters since.
3,976 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Rockline Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.