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 Q3	$698K	Hold	2,801	–	–	0.38%	25
2026 Q2	$568K	Sell	2,801 -99	-3%	-$24.8K	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 $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Forbes Financial Planning's AMZN Position: Q3 2026 in Review

Forbes Financial Planning held its Amazon (AMZN) position steady in Q3 2026 at 2,801 shares worth $698K. The position accounts for 0.38% of the portfolio, ranked #25.

Forbes Financial Planning first reported a position in AMZN in Q4 2021 and has held it in 19 quarters since. 5,350 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

Forbes Financial Planning held 2,801 shares of Amazon worth $698K as of Q3 2026.
Forbes Financial Planning left its Amazon share count unchanged in Q3 2026.
Amazon made up 0.38% of Forbes Financial Planning's portfolio in Q3 2026, its #25 holding.
Forbes Financial Planning first reported a position in Amazon in Q4 2021 and has held it in 19 quarters since.
5,350 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Forbes Financial Planning's 13F filing for Q3 2026, filed 23 Oct 2026.