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ROI Financial Advisors’s Amazon AMZN Stock Holding History

ROI Financial 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 		$6.72M Buy
32,272
+219
+0.7% +$48.2K 4.02% 10
2025
Q4 		$7.4M Buy
32,053
+648
+2% +$148K 4.25% 9
2025
Q3 		$6.9M Buy
31,405
+656
+2% +$148K 4.12% 9
2025
Q2 		$6.75M Buy
30,749
+319
+1% +$63.1K 4.29% 7
2025
Q1 		$5.79M Sell
30,430
-164
-0.5% -$35.6K 4.21% 9
2024
Q4 		$6.71M Buy
30,594
+753
+3% +$154K 4.57% 8
2024
Q3 		$5.56M Buy
29,841
+1,049
+4% +$191K 3.84% 9
2024
Q2 		$5.58M Buy
28,792
+469
+2% +$86.2K 4.05% 8
2024
Q1 		$5.11M Sell
28,323
-269
-0.9% -$44.9K 4.02% 9
2023
Q4 		$4.34M Buy
+28,592
New +$4.01M 3.59% 10

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

ROI Financial Advisors's AMZN Position: Q1 2026 in Review

ROI Financial Advisors increased its Amazon (AMZN) stake by 0.68% in Q1 2026, buying an estimated $48.2K and bringing the position to 32,272 shares worth $6.72M. The position accounts for 4.02% of the portfolio, ranked #10.

ROI Financial Advisors first reported a position in AMZN in Q4 2023 and has held it in 10 quarters since. The position peaked at $7.4M in Q4 2025. 5,986 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • ROI Financial Advisors held 32,272 shares of Amazon worth $6.72M as of Q1 2026.
  • ROI Financial Advisors bought 219 Amazon shares in Q1 2026, an estimated $48.2K.
  • Amazon made up 4.02% of ROI Financial Advisors's portfolio in Q1 2026, its #10 holding.
  • ROI Financial Advisors first reported a position in Amazon in Q4 2023 and has held it in 10 quarters since.
  • ROI Financial Advisors's Amazon position peaked at $7.4M in Q4 2025.
  • 5,986 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on ROI Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.