Forte Asset Management’s Amazon AMZN Stock Holding History

Forte Asset 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
2026 Q3	$939K	Sell	3,768 -920	-20%	-$234K	0.38%	59
2026 Q2	$1.12M	Hold	4,688	–	–	0.46%	53
2026 Q1	$976K	Hold	4,688	–	–	0.43%	54
2025 Q4	$1.08M	Hold	4,688	–	–	0.49%	48
2025 Q3	$1.03M	Hold	4,688	–	–	0.5%	48
2025 Q2	$1.03M	Hold	4,688	–	–	0.52%	45
2025 Q1	$892K	Buy	4,688 +1,673	+55%	+$363K	0.45%	45
2024 Q4	$661K	Hold	3,015	–	–	0.35%	47
2024 Q3	$562K	Hold	3,015	–	–	0.3%	49
2024 Q2	$583K	Sell	3,015 -475	-14%	-$87.3K	0.34%	45
2024 Q1	$630K	Hold	3,490	–	–	0.38%	41
2023 Q4	$530K	Sell	3,490 -30	-0.9%	-$4.2K	0.36%	40
2023 Q3	$447K	Hold	3,520	–	–	0.3%	40
2023 Q2	$459K	Hold	3,520	–	–	0.3%	46
2023 Q1	$364K	Buy	3,520 +920	+35%	+$88.9K	0.24%	51
2022 Q4	$218K	Buy	+2,600	New	+$257K	0.14%	60

Other funds holding AMZN

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

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Forte Asset Management's AMZN Position: Q3 2026 in Review

Forte Asset Management reduced its Amazon (AMZN) stake by 20% in Q3 2026, selling an estimated $234K and leaving 3,768 shares worth $939K. The position accounts for 0.38% of the portfolio, ranked #59.

Forte Asset Management first reported a position in AMZN in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.12M in Q2 2026. 4,228 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

Forte Asset Management held 3,768 shares of Amazon worth $939K as of Q3 2026.
Forte Asset Management sold 920 Amazon shares in Q3 2026, an estimated $234K.
Amazon made up 0.38% of Forte Asset Management's portfolio in Q3 2026, its #59 holding.
Forte Asset Management first reported a position in Amazon in Q4 2022 and has held it in 16 quarters since.
Forte Asset Management's Amazon position peaked at $1.12M in Q2 2026.
4,228 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Forte Asset Management's 13F filing for Q3 2026, filed 13 Oct 2026.