ForthRight Wealth Management’s Amazon AMZN Stock Holding History

ForthRight Wealth 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 Q2	$1.25M	Buy	5,227 +106	+2%	+$26.6K	0.32%	31
2026 Q1	$1.07M	Hold	5,121	–	–	0.3%	30
2025 Q4	$1.18M	Sell	5,121 -34	-0.7%	-$7.78K	0.34%	30
2025 Q3	$1.13M	Buy	5,155 +498	+11%	+$113K	0.33%	31
2025 Q2	$1.02M	Sell	4,657 -30	-0.6%	-$5.94K	0.32%	30
2025 Q1	$892K	Buy	4,687 +20	+0.4%	+$4.34K	0.3%	31
2024 Q4	$1.02M	Sell	4,667 -118	-2%	-$24.1K	0.34%	32
2024 Q3	$892K	Sell	4,785 -25	-0.5%	-$4.56K	0.3%	33
2024 Q2	$930K	Hold	4,810	–	–	0.33%	32
2024 Q1	$868K	Hold	4,810	–	–	0.31%	33
2023 Q4	$731K	Sell	4,810 -105	-2%	-$14.7K	0.28%	33
2023 Q3	$625K	Buy	4,915 +205	+4%	+$27.5K	0.27%	34
2023 Q2	$614K	Hold	4,710	–	–	0.26%	34
2023 Q1	$486K	Buy	+4,710	New	+$455K	0.22%	34
2021 Q1	–	Sell	-780	Closed	-$127K	–	44
2020 Q4	$127K	Buy	+780	New	+$124K	0.1%	39

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

ForthRight Wealth Management's AMZN Position: Q2 2026 in Review

ForthRight Wealth Management increased its Amazon (AMZN) stake by 2.1% in Q2 2026, buying an estimated $26.6K and bringing the position to 5,227 shares worth $1.25M. The position accounts for 0.32% of the portfolio, ranked #31.

ForthRight Wealth Management first reported a position in AMZN in Q4 2020 and has held it in 15 quarters since. 6,135 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

ForthRight Wealth Management held 5,227 shares of Amazon worth $1.25M as of Q2 2026.
ForthRight Wealth Management bought 106 Amazon shares in Q2 2026, an estimated $26.6K.
Amazon made up 0.32% of ForthRight Wealth Management's portfolio in Q2 2026, its #31 holding.
ForthRight Wealth Management first reported a position in Amazon in Q4 2020 and has held it in 15 quarters since.
6,135 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on ForthRight Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.