Roehl & Yi Investment Advisors’s Amazon AMZN Stock Holding History

Roehl & Yi Investment 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	$1.46M	Buy	49,495 +839	+2%	+$211K	0.48%	44
2026 Q1	$1.11M	Buy	48,656 +44,815	+1,167%	+$9.87M	0.42%	47
2025 Q4	$887K	Sell	3,841 -43,207	-92%	-$9.89M	0.35%	63
2025 Q3	$813K	Buy	47,048 +43,374	+1,181%	+$9.82M	0.35%	60
2025 Q2	$806K	Sell	3,674 -897	-20%	-$178K	0.41%	56
2025 Q1	$870K	Buy	4,571 +160	+4%	+$34.7K	0.47%	47
2024 Q4	$968K	Buy	+4,411	New	+$902K	0.53%	39

Other funds holding AMZN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Roehl & Yi Investment Advisors's AMZN Position: Q2 2026 in Review

Roehl & Yi Investment Advisors increased its Amazon (AMZN) stake by 1.7% in Q2 2026, buying an estimated $211K and bringing the position to 49,495 shares worth $1.46M. The position accounts for 0.48% of the portfolio, ranked #44.

Roehl & Yi Investment Advisors first reported a position in AMZN in Q4 2024 and has held it in 7 quarters since. 6,119 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Roehl & Yi Investment Advisors held 49,495 shares of Amazon worth $1.46M as of Q2 2026.
Roehl & Yi Investment Advisors bought 839 Amazon shares in Q2 2026, an estimated $211K.
Amazon made up 0.48% of Roehl & Yi Investment Advisors's portfolio in Q2 2026, its #44 holding.
Roehl & Yi Investment Advisors first reported a position in Amazon in Q4 2024 and has held it in 7 quarters since.
6,119 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Roehl & Yi Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.