Forum Finance Group’s Amazon AMZN Stock Holding History

Forum Finance Group’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	$7.81M	Buy	40,536 +11,192	+38%	+$2.81M	2.81%	5
2026 Q1	$5M	Buy	+29,344	New	+$6.46M	2.71%	6

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

Forum Finance Group's AMZN Position: Q2 2026 in Review

Forum Finance Group increased its Amazon (AMZN) stake by 38% in Q2 2026, buying an estimated $2.81M and bringing the position to 40,536 shares worth $7.81M. The position accounts for 2.81% of the portfolio, ranked #5.

Forum Finance Group first reported a position in AMZN in Q1 2026 and has held it in 2 quarters since. 6,092 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Forum Finance Group held 40,536 shares of Amazon worth $7.81M as of Q2 2026.
Forum Finance Group bought 11,192 Amazon shares in Q2 2026, an estimated $2.81M.
Amazon made up 2.81% of Forum Finance Group's portfolio in Q2 2026, its #5 holding.
Forum Finance Group first reported a position in Amazon in Q1 2026 and has held it in 2 quarters since.
6,092 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Forum Finance Group's 13F filing for Q2 2026, filed 14 Aug 2026.