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Forefront Wealth Management’s Amazon AMZN Stock Holding History

Forefront Wealth Management’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
2025
Q4 		$8.25M Buy
35,734
+277
+0.8% +$63.4K 5.92% 3
2025
Q3 		$7.79M Sell
35,457
-883
-2% -$200K 5.71% 3
2025
Q2 		$7.97M Sell
36,340
-47
-0.1% -$9.3K 6.39% 3
2025
Q1 		$6.92M Sell
36,387
-40
-0.1% -$8.68K 6.41% 4
2024
Q4 		$7.99M Buy
+36,427
New +$7.45M 7.36% 2
2023
Q3 		$4.6M Buy
36,157
+5
+0% +$670 6.45% 3
2023
Q2 		$4.71M Sell
36,152
-200
-0.6% -$22.8K 6.23% 3
2023
Q1 		$3.75M Buy
36,352
+228
+0.6% +$22K 4.91% 4
2022
Q4 		$3.03M Sell
36,124
-367
-1% -$36.3K 4.09% 9
2022
Q3 		$4.12M Sell
36,491
-287
-0.8% -$36.3K 5.74% 4
2022
Q2 		$3.94M Sell
36,778
-5,342
-13% -$668K 5.3% 5
2022
Q1 		$6.87M Sell
42,120
-1,380
-3% -$213K 6.79% 3
2021
Q4 		$7.25M Buy
+43,500
New +$7.44M 6.92% 2

Other funds holding AMZN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Forefront Wealth Management's AMZN Position: Q4 2025 in Review

Forefront Wealth Management increased its Amazon (AMZN) stake by 0.78% in Q4 2025, buying an estimated $63.4K and bringing the position to 35,734 shares worth $8.25M. The position accounts for 5.92% of the portfolio, ranked #3.

Forefront Wealth Management first reported a position in AMZN in Q4 2021 and has held it in 13 quarters since. 6,062 funds tracked by Wall St. Rank hold AMZN as of Q4 2025.

  • Forefront Wealth Management held 35,734 shares of Amazon worth $8.25M as of Q4 2025.
  • Forefront Wealth Management bought 277 Amazon shares in Q4 2025, an estimated $63.4K.
  • Amazon made up 5.92% of Forefront Wealth Management's portfolio in Q4 2025, its #3 holding.
  • Forefront Wealth Management first reported a position in Amazon in Q4 2021 and has held it in 13 quarters since.
  • 6,062 funds tracked by Wall St. Rank held Amazon as of Q4 2025.

Based on Forefront Wealth Management's 13F filing for Q4 2025, filed 23 Jan 2026.