Forthright Family Wealth Advisory’s Amazon AMZN Stock Holding History

Forthright Family Wealth Advisory’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	$885K	Buy	3,714 +423	+13%	+$106K	0.5%	29
2026 Q1	$594K	Sell	3,291 -374	-10%	-$82.3K	0.4%	38
2025 Q4	$846K	Sell	3,665 -268	-7%	-$61.3K	0.53%	28
2025 Q3	$864K	Sell	3,933 -3	-0.1%	-$679	0.53%	31
2025 Q2	$864K	Buy	3,936 +301	+8%	+$59.6K	0.55%	28
2025 Q1	$692K	Sell	3,635 -50	-1%	-$10.8K	0.46%	30
2024 Q4	$808K	Hold	3,685	–	–	0.53%	29
2024 Q3	$837K	Buy	3,685 +24	+0.7%	+$4.38K	0.54%	28
2024 Q2	$707K	Buy	3,661 +370	+11%	+$68K	0.46%	34
2024 Q1	$594K	Buy	3,291 +339	+11%	+$56.6K	0.4%	38
2023 Q4	$449K	Buy	+2,952	New	+$414K	0.35%	35

Other funds holding AMZN

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Forthright Family Wealth Advisory's AMZN Position: Q2 2026 in Review

Forthright Family Wealth Advisory increased its Amazon (AMZN) stake by 13% in Q2 2026, buying an estimated $106K and bringing the position to 3,714 shares worth $885K. The position accounts for 0.5% of the portfolio, ranked #29.

Forthright Family Wealth Advisory first reported a position in AMZN in Q4 2023 and has held it in 11 quarters since. 2,925 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Forthright Family Wealth Advisory held 3,714 shares of Amazon worth $885K as of Q2 2026.
Forthright Family Wealth Advisory bought 423 Amazon shares in Q2 2026, an estimated $106K.
Amazon made up 0.5% of Forthright Family Wealth Advisory's portfolio in Q2 2026, its #29 holding.
Forthright Family Wealth Advisory first reported a position in Amazon in Q4 2023 and has held it in 11 quarters since.
2,925 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Forthright Family Wealth Advisory's 13F filing for Q2 2026, filed 16 Jul 2026.