Fortem Financial Group’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.26M | Buy |
34,856
+5,768
| +20% | +$1.27M | 1.82% | 14 |
|
|
2025
Q4 | $6.71M | Buy |
29,088
+1,967
| +7% | +$450K | 1.79% | 16 |
|
|
2025
Q3 | $5.95M | Buy |
27,121
+514
| +2% | +$116K | 1.71% | 14 |
|
|
2025
Q2 | $5.84M | Buy |
26,607
+2,282
| +9% | +$452K | 1.88% | 13 |
|
|
2025
Q1 | $4.63M | Buy |
24,325
+3,249
| +15% | +$705K | 1.8% | 13 |
|
|
2024
Q4 | $4.62M | Buy |
21,076
+1,526
| +8% | +$312K | 1.79% | 13 |
|
|
2024
Q3 | $3.64M | Buy |
19,550
+4,412
| +29% | +$805K | 1.48% | 16 |
|
|
2024
Q2 | $2.93M | Buy |
15,138
+148
| +1% | +$27.2K | 1.26% | 19 |
|
|
2024
Q1 | $2.7M | Sell |
14,990
-386
| -3% | -$64.4K | 1.19% | 20 |
|
|
2023
Q4 | $2.34M | Buy |
15,376
+278
| +2% | +$39K | 1.16% | 21 |
|
|
2023
Q3 | $1.92M | Buy |
15,098
+4,529
| +43% | +$607K | 1.13% | 22 |
|
|
2023
Q2 | $1.38M | Buy |
10,569
+6,234
| +144% | +$712K | 0.82% | 34 |
|
|
2023
Q1 | $448K | Sell |
4,335
-15
| -0.3% | -$1.45K | 0.29% | 101 |
|
|
2022
Q4 | $365K | Buy |
4,350
+415
| +11% | +$41K | 0.21% | 124 |
|
|
2022
Q3 | $445K | Sell |
3,935
-225
| -5% | -$28.4K | 0.31% | 99 |
|
|
2022
Q2 | $442K | Buy |
4,160
+80
| +2% | +$10K | 0.29% | 104 |
|
|
2022
Q1 | $665K | Sell |
4,080
-320
| -7% | -$49.4K | 0.29% | 99 |
|
|
2021
Q4 | $734K | Hold |
4,400
| – | – | 0.33% | 97 |
|
|
2021
Q3 | $723K | Buy |
4,400
+220
| +5% | +$37.9K | 0.37% | 93 |
|
|
2021
Q2 | $719K | Buy |
4,180
+80
| +2% | +$13.3K | 0.36% | 93 |
|
|
2021
Q1 | $634K | Sell |
4,100
-180
| -4% | -$28.5K | 0.37% | 87 |
|
|
2020
Q4 | $697K | Buy |
4,280
+340
| +9% | +$54.3K | 0.42% | 79 |
|
|
2020
Q3 | $620K | Hold |
3,940
| – | – | 0.45% | 79 |
|
|
2020
Q2 | $543K | Sell |
3,940
-1,140
| -22% | -$138K | 0.42% | 83 |
|
|
2020
Q1 | $495K | Buy |
5,080
+1,180
| +30% | +$114K | 0.45% | 81 |
|
|
2019
Q4 | $360K | Hold |
3,900
| – | – | 0.27% | 83 |
|
|
2019
Q3 | $339K | Sell |
3,900
-500
| -11% | -$46.4K | 0.29% | 82 |
|
|
2019
Q2 | $417K | Hold |
4,400
| – | – | 0.42% | 59 |
|
|
2019
Q1 | $392K | Hold |
4,400
| – | – | 0.41% | 58 |
|
|
2018
Q4 | $330K | Buy |
+4,400
| New | +$366K | 0.4% | 57 |
|
Other funds holding AMZN
VCM
VPM
Fortem Financial Group's AMZN Position: Q1 2026 in Review
Fortem Financial Group increased its Amazon (AMZN) stake by 20% in Q1 2026, buying an estimated $1.27M and bringing the position to 34,856 shares worth $7.26M. The position accounts for 1.82% of the portfolio, ranked #14.
Fortem Financial Group first reported a position in AMZN in Q4 2018 and has held it in 30 quarters since. 5,979 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.
- Fortem Financial Group held 34,856 shares of Amazon worth $7.26M as of Q1 2026.
- Fortem Financial Group bought 5,768 Amazon shares in Q1 2026, an estimated $1.27M.
- Amazon made up 1.82% of Fortem Financial Group's portfolio in Q1 2026, its #14 holding.
- Fortem Financial Group first reported a position in Amazon in Q4 2018 and has held it in 30 quarters since.
- 5,979 funds tracked by Wall St. Rank held Amazon as of Q1 2026.
Based on Fortem Financial Group's 13F filing for Q1 2026, filed 16 Apr 2026.