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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
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

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. 6,120 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.
  • 6,120 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.