Forbes Financial Planning’s Amazon AMZN Stock Holding History

Forbes Financial Planning’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	$568K	Sell	2,801 -99	-3%	-$24.9K	0.3%	28
2026 Q1	$604K	Buy	+2,900	New	+$639K	0.35%	26
2025 Q4	–	Sell	-2,900	Closed	-$637K	–	37
2025 Q3	$637K	Hold	2,900	–	–	0.42%	24
2025 Q2	$636K	Hold	2,900	–	–	0.43%	26
2025 Q1	$552K	Hold	2,900	–	–	0.41%	26
2024 Q4	$636K	Hold	2,900	–	–	0.31%	26
2024 Q3	$540K	Hold	2,900	–	–	0.39%	25
2024 Q2	$560K	Sell	2,900 -220	-7%	-$40.4K	0.44%	24
2024 Q1	$563K	Buy	3,120 +220	+8%	+$36.7K	0.48%	24
2023 Q4	$441K	Hold	2,900	–	–	0.41%	25
2023 Q3	$369K	Hold	2,900	–	–	0.4%	24
2023 Q2	$378K	Hold	2,900	–	–	0.36%	25
2023 Q1	$300K	Hold	2,900	–	–	0.29%	26
2022 Q4	$328K	Hold	2,900	–	–	0.48%	25
2022 Q3	$328K	Hold	2,900	–	–	0.48%	25
2022 Q2	$307K	Hold	2,900	–	–	0.44%	25
2022 Q1	$473K	Hold	2,900	–	–	0.59%	22
2021 Q4	$483K	Buy	+2,900	New	+$496K	0.48%	30

Other funds holding AMZN

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Forbes Financial Planning's AMZN Position: Q2 2026 in Review

Forbes Financial Planning reduced its Amazon (AMZN) stake by 3.4% in Q2 2026, selling an estimated $24.9K and leaving 2,801 shares worth $568K. The position accounts for 0.3% of the portfolio, ranked #28.

Forbes Financial Planning first reported a position in AMZN in Q4 2021 and has held it in 18 quarters since. The position peaked at $637K in Q3 2025. 3,954 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Forbes Financial Planning held 2,801 shares of Amazon worth $568K as of Q2 2026.
Forbes Financial Planning sold 99 Amazon shares in Q2 2026, an estimated $24.9K.
Amazon made up 0.3% of Forbes Financial Planning's portfolio in Q2 2026, its #28 holding.
Forbes Financial Planning first reported a position in Amazon in Q4 2021 and has held it in 18 quarters since.
Forbes Financial Planning's Amazon position peaked at $637K in Q3 2025.
3,954 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Forbes Financial Planning's 13F filing for Q2 2026, filed 23 Jul 2026.