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 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%	-$4.21K	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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Forte Asset Management's AMZN Position: Q1 2026 in Review

Forte Asset Management held its Amazon (AMZN) position steady in Q1 2026 at 4,688 shares worth $976K. The position accounts for 0.43% of the portfolio, ranked #54.

Forte Asset Management first reported a position in AMZN in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.08M in Q4 2025. 5,979 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

Forte Asset Management held 4,688 shares of Amazon worth $976K as of Q1 2026.
Forte Asset Management left its Amazon share count unchanged in Q1 2026.
Amazon made up 0.43% of Forte Asset Management's portfolio in Q1 2026, its #54 holding.
Forte Asset Management first reported a position in Amazon in Q4 2022 and has held it in 14 quarters since.
Forte Asset Management's Amazon position peaked at $1.08M in Q4 2025.
5,979 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Forte Asset Management's 13F filing for Q1 2026, filed 27 Apr 2026.