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Forum Financial Management’s Amazon AMZN Stock Holding History

Forum Financial 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 		$13M Buy
54,657
+536
+1% +$135K 0.17% 30
2026
Q1 		$11.3M Sell
54,121
-73,829
-58% -$16.3M 0.16% 33
2025
Q4 		$29.5M Buy
127,950
+10,052
+9% +$2.3M 0.38% 24
2025
Q3 		$25.9M Buy
117,898
+3,331
+3% +$754K 0.35% 27
2025
Q2 		$25.1M Buy
114,567
+2,311
+2% +$457K 0.38% 22
2025
Q1 		$21.4M Buy
+112,256
New +$24.4M 0.35% 20
2024
Q4 		– Sell
-103,597
Closed -$19.3M – 910
2024
Q3 		$19.3M Buy
103,597
+5,744
+6% +$1.05M 0.32% 22
2024
Q2 		$18.9M Sell
97,853
-1,084
-1% -$199K 0.34% 22
2024
Q1 		$17.8M Buy
98,937
+1,088
+1% +$182K 0.31% 22
2023
Q4 		$14.9M Buy
97,849
+8,796
+10% +$1.23M 0.28% 25
2023
Q3 		$11.3M Buy
89,053
+1,136
+1% +$152K 0.25% 24
2023
Q2 		$11.5M Buy
87,917
+5,413
+7% +$618K 0.26% 24
2023
Q1 		$8.52M Buy
82,504
+7,721
+10% +$746K 0.25% 26
2022
Q4 		$6.28M Buy
74,783
+7,778
+12% +$768K 0.21% 29
2022
Q3 		$7.57M Sell
67,005
-4,110
-6% -$519K 0.37% 22
2022
Q2 		$7.55M Buy
71,115
+5,735
+9% +$718K 0.38% 17
2022
Q1 		$10.7M Sell
65,380
-5,860
-8% -$905K 0.51% 12
2021
Q4 		$11.9M Buy
+71,240
New +$12.2M 0.61% 11

Other funds holding AMZN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Forum Financial Management's AMZN Position: Q2 2026 in Review

Forum Financial Management increased its Amazon (AMZN) stake by 0.99% in Q2 2026, buying an estimated $135K and bringing the position to 54,657 shares worth $13M. The position accounts for 0.17% of the portfolio, ranked #30.

Forum Financial Management first reported a position in AMZN in Q4 2021 and has held it in 18 quarters since. The position peaked at $29.5M in Q4 2025. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Forum Financial Management held 54,657 shares of Amazon worth $13M as of Q2 2026.
  • Forum Financial Management bought 536 Amazon shares in Q2 2026, an estimated $135K.
  • Amazon made up 0.17% of Forum Financial Management's portfolio in Q2 2026, its #30 holding.
  • Forum Financial Management first reported a position in Amazon in Q4 2021 and has held it in 18 quarters since.
  • Forum Financial Management's Amazon position peaked at $29.5M in Q4 2025.
  • 6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.