Forge Financial Services’s Amazon AMZN Stock Holding History

Forge Financial Services’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	$494K	Hold	2,072	–	–	0.04%	22
2026 Q1	$432K	Sell	2,072 -3	-0.1%	-$661	0.04%	22
2025 Q4	$479K	Sell	2,075 -17	-0.8%	-$3.89K	0.2%	20
2025 Q3	$465K	Buy	2,092 +20	+1%	+$4.53K	0.22%	17
2025 Q2	$469K	Hold	2,072	–	–	0.35%	18
2025 Q1	$394K	Hold	2,072	–	–	0.35%	16
2024 Q4	$484K	Buy	+2,072	New	+$424K	0.41%	16

Other funds holding AMZN

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Forge Financial Services's AMZN Position: Q2 2026 in Review

Forge Financial Services held its Amazon (AMZN) position steady in Q2 2026 at 2,072 shares worth $494K. The position accounts for 0.04% of the portfolio, ranked #22.

Forge Financial Services first reported a position in AMZN in Q4 2024 and has held it in 7 quarters since. 6,092 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Forge Financial Services held 2,072 shares of Amazon worth $494K as of Q2 2026.
Forge Financial Services left its Amazon share count unchanged in Q2 2026.
Amazon made up 0.04% of Forge Financial Services's portfolio in Q2 2026, its #22 holding.
Forge Financial Services first reported a position in Amazon in Q4 2024 and has held it in 7 quarters since.
6,092 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Forge Financial Services's 13F filing for Q2 2026, filed 7 Aug 2026.