Rothschild Investment LLC’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $30.2M | Buy |
144,961
+31,000
| +27% | +$6.83M | 1.58% | 7 |
|
|
2025
Q4 | $26.3M | Buy |
113,961
+2,783
| +3% | +$637K | 1.45% | 10 |
|
|
2025
Q3 | $24.4M | Buy |
111,178
+176
| +0.2% | +$39.8K | 1.38% | 9 |
|
|
2025
Q2 | $24.4M | Buy |
111,002
+3,277
| +3% | +$648K | 1.53% | 9 |
|
|
2025
Q1 | $20.5M | Sell |
107,725
-661
| -0.6% | -$143K | 1.37% | 12 |
|
|
2024
Q4 | $23.8M | Sell |
108,386
-75
| -0.1% | -$15.3K | 1.56% | 9 |
|
|
2024
Q3 | $20.2M | Sell |
108,461
-1,172
| -1% | -$214K | 1.32% | 11 |
|
|
2024
Q2 | $21.2M | Buy |
109,633
+9,896
| +10% | +$1.82M | 1.48% | 10 |
|
|
2024
Q1 | $18M | Buy |
99,737
+273
| +0.3% | +$45.6K | 1.3% | 13 |
|
|
2023
Q4 | $15.1M | Buy |
99,464
+2,725
| +3% | +$382K | 1.27% | 16 |
|
|
2023
Q3 | $12.3M | Buy |
96,739
+4,622
| +5% | +$619K | 1.04% | 19 |
|
|
2023
Q2 | $12M | Buy |
92,117
+4,802
| +5% | +$548K | 1% | 22 |
|
|
2023
Q1 | $9.02M | Buy |
87,315
+4,290
| +5% | +$414K | 0.79% | 34 |
|
|
2022
Q4 | $6.97M | Buy |
83,025
+599
| +0.7% | +$59.2K | 0.64% | 43 |
|
|
2022
Q3 | $9.31M | Buy |
82,426
+246
| +0.3% | +$31.1K | 0.92% | 24 |
|
|
2022
Q2 | $8.73M | Buy |
82,180
+46,600
| +131% | +$5.83M | 0.8% | 34 |
|
|
2022
Q1 | $5.8M | Buy |
35,580
+1,140
| +3% | +$176K | 0.46% | 66 |
|
|
2021
Q4 | $5.74M | Buy |
34,440
+680
| +2% | +$116K | 0.45% | 68 |
|
|
2021
Q3 | $5.54M | Sell |
33,760
-31,860
| -49% | -$5.5M | 0.47% | 64 |
|
|
2021
Q2 | $11.3M | Buy |
65,620
+9,500
| +17% | +$1.58M | 0.9% | 25 |
|
|
2021
Q1 | $8.68M | Buy |
56,120
+3,500
| +7% | +$555K | 0.75% | 34 |
|
|
2020
Q4 | $8.57M | Buy |
52,620
+1,620
| +3% | +$259K | 0.83% | 30 |
|
|
2020
Q3 | $8.03M | Buy |
51,000
+2,220
| +5% | +$350K | 0.87% | 28 |
|
|
2020
Q2 | $6.73M | Buy |
48,780
+1,740
| +4% | +$210K | 0.81% | 31 |
|
|
2020
Q1 | $4.59M | Buy |
47,040
+2,300
| +5% | +$223K | 0.6% | 47 |
|
|
2019
Q4 | $4.13M | Buy |
44,740
+1,120
| +3% | +$99.1K | 0.41% | 68 |
|
|
2019
Q3 | $3.79M | Buy |
43,620
+1,560
| +4% | +$145K | 0.44% | 65 |
|
|
2019
Q2 | $3.98M | Buy |
42,060
+820
| +2% | +$76.4K | 0.47% | 63 |
|
|
2019
Q1 | $3.67M | Buy |
41,240
+980
| +2% | +$81.6K | 0.43% | 67 |
|
|
2018
Q4 | $3.02M | Sell |
40,260
-1,840
| -4% | -$153K | 0.4% | 71 |
|
|
2018
Q3 | $4.22M | Buy |
42,100
+240
| +0.6% | +$22.6K | 0.5% | 56 |
|
|
2018
Q2 | $3.56M | Sell |
41,860
-40
| -0.1% | -$3.17K | 0.45% | 64 |
|
|
2018
Q1 | $3.03M | Sell |
41,900
-8,840
| -17% | -$632K | 0.39% | 67 |
|
|
2017
Q4 | $2.97M | Sell |
50,740
-1,200
| -2% | -$66K | 0.32% | 72 |
|
|
2017
Q3 | $2.5M | Buy |
51,940
+1,740
| +3% | +$85.5K | 0.28% | 83 |
|
|
2017
Q2 | $2.43M | Buy |
50,200
+2,700
| +6% | +$129K | 0.28% | 87 |
|
|
2017
Q1 | $2.11M | Buy |
47,500
+1,900
| +4% | +$79.2K | 0.25% | 103 |
|
|
2016
Q4 | $1.71M | Buy |
45,600
+200
| +0.4% | +$7.84K | 0.21% | 127 |
|
|
2016
Q3 | $1.9M | Buy |
45,400
+4,700
| +12% | +$180K | 0.23% | 115 |
|
|
2016
Q2 | $1.46M | Buy |
40,700
+3,000
| +8% | +$101K | 0.19% | 130 |
|
|
2016
Q1 | $1.12M | Buy |
37,700
+2,000
| +6% | +$56.8K | 0.14% | 163 |
|
|
2015
Q4 | $1.21M | Buy |
35,700
+3,900
| +12% | +$123K | 0.15% | 154 |
|
|
2015
Q3 | $814K | Hold |
31,800
| – | – | 0.11% | 202 |
|
|
2015
Q2 | $690K | Sell |
31,800
-1,960
| -6% | -$41K | 0.08% | 253 |
|
|
2015
Q1 | $628K | Sell |
33,760
-1,760
| -5% | -$30.9K | 0.07% | 261 |
|
|
2014
Q4 | $551K | Sell |
35,520
-400
| -1% | -$6.23K | 0.07% | 281 |
|
|
2014
Q3 | $579K | Hold |
35,920
| – | – | 0.07% | 273 |
|
|
2014
Q2 | $583K | Sell |
35,920
-900
| -2% | -$14.2K | 0.07% | 239 |
|
|
2014
Q1 | $619K | Sell |
36,820
-2,700
| -7% | -$50.1K | 0.08% | 232 |
|
|
2013
Q4 | $788K | Sell |
39,520
-7,000
| -15% | -$126K | 0.11% | 198 |
|
|
2013
Q3 | $727K | Hold |
46,520
| – | – | 0.11% | 195 |
|
|
2013
Q2 | $646K | Buy |
+46,520
| New | +$620K | 0.11% | 187 |
|
Other funds holding AMZN
VCM
VPM
Rothschild Investment LLC's AMZN Position: Q1 2026 in Review
Rothschild Investment LLC increased its Amazon (AMZN) stake by 27% in Q1 2026, buying an estimated $6.83M and bringing the position to 144,961 shares worth $30.2M. The position accounts for 1.58% of the portfolio, ranked #7.
Rothschild Investment LLC first reported a position in AMZN in Q2 2013 and has held it in 52 quarters since. 5,986 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.
- Rothschild Investment LLC held 144,961 shares of Amazon worth $30.2M as of Q1 2026.
- Rothschild Investment LLC bought 31,000 Amazon shares in Q1 2026, an estimated $6.83M.
- Amazon made up 1.58% of Rothschild Investment LLC's portfolio in Q1 2026, its #7 holding.
- Rothschild Investment LLC first reported a position in Amazon in Q2 2013 and has held it in 52 quarters since.
- 5,986 funds tracked by Wall St. Rank held Amazon as of Q1 2026.
Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.