Forum Private Client Group’s Amazon AMZN Stock Holding History

Forum Private Client 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	$508K	Buy	2,130 +268	+14%	+$67.3K	0.15%	50
2026 Q1	$388K	Buy	1,862 +213	+13%	+$46.9K	0.13%	55
2025 Q4	$381K	Sell	1,649 -10	-0.6%	-$2.29K	0.13%	54
2025 Q3	$364K	Sell	1,659 -16	-1%	-$3.62K	0.13%	57
2025 Q2	$367K	Hold	1,675	–	–	0.14%	54
2025 Q1	$319K	Buy	1,675 +79	+5%	+$17.1K	0.14%	58
2024 Q4	$350K	Buy	+1,596	New	+$327K	0.16%	56

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 Private Client Group's AMZN Position: Q2 2026 in Review

Forum Private Client Group increased its Amazon (AMZN) stake by 14% in Q2 2026, buying an estimated $67.3K and bringing the position to 2,130 shares worth $508K. The position accounts for 0.15% of the portfolio, ranked #50.

Forum Private Client Group first reported a position in AMZN in Q4 2024 and has held it in 7 quarters since. 6,101 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Forum Private Client Group held 2,130 shares of Amazon worth $508K as of Q2 2026.
Forum Private Client Group bought 268 Amazon shares in Q2 2026, an estimated $67.3K.
Amazon made up 0.15% of Forum Private Client Group's portfolio in Q2 2026, its #50 holding.
Forum Private Client Group first reported a position in Amazon in Q4 2024 and has held it in 7 quarters since.
6,101 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Forum Private Client Group's 13F filing for Q2 2026, filed 12 Aug 2026.