Forvis Mazars Wealth Advisors’s Amazon AMZN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$14.1M Buy
67,859
+3,840
+6% +$845K 0.27% 46
2025
Q4
$14.8M Buy
64,019
+10,168
+19% +$2.33M 0.28% 44
2025
Q3
$11.8M Sell
53,851
-1,503
-3% -$340K 0.23% 50
2025
Q2
$12.1M Buy
55,354
+2,148
+4% +$425K 0.26% 50
2025
Q1
$10.1M Sell
53,206
-4,671
-8% -$1.01M 0.24% 51
2024
Q4
$12.7M Buy
57,877
+943
+2% +$193K 0.29% 50
2024
Q3
$10.6M Buy
56,934
+1,641
+3% +$299K 0.24% 52
2024
Q2
$10.7M Sell
55,293
-5,608
-9% -$1.03M 0.27% 52
2024
Q1
$11M Buy
60,901
+24,644
+68% +$4.11M 0.28% 53
2023
Q4
$5.51M Sell
36,257
-1,898
-5% -$266K 0.15% 77
2023
Q3
$4.85M Sell
38,155
-2,954
-7% -$396K 0.15% 83
2023
Q2
$5.36M Buy
41,109
+937
+2% +$107K 0.16% 92
2023
Q1
$4.15M Buy
40,172
+432
+1% +$41.7K 0.14% 93
2022
Q4
$3.34M Buy
39,740
+2,281
+6% +$225K 0.12% 105
2022
Q3
$4.23M Sell
37,459
-928
-2% -$117K 0.17% 86
2022
Q2
$4.08M Buy
38,387
+12,327
+47% +$1.54M 0.16% 80
2022
Q1
$4.25M Buy
26,060
+3,920
+18% +$606K 0.18% 61
2021
Q4
$3.69M Buy
22,140
+8,420
+61% +$1.44M 0.16% 67
2021
Q3
$2.25M Buy
13,720
+2,660
+24% +$459K 0.1% 90
2021
Q2
$1.9M Sell
11,060
-5,400
-33% -$897K 0.09% 96
2021
Q1
$2.55M Sell
16,460
-28,400
-63% -$4.5M 0.13% 79
2020
Q4
$7.31M Buy
44,860
+6,920
+18% +$1.1M 0.37% 34
2020
Q3
$5.97M Buy
37,940
+1,040
+3% +$164K 0.35% 37
2020
Q2
$5.09M Buy
36,900
+2,460
+7% +$297K 0.33% 40
2020
Q1
$3.36M Buy
34,440
+11,420
+50% +$1.11M 0.28% 45
2019
Q4
$2.13M Buy
23,020
+3,120
+16% +$276K 0.15% 79
2019
Q3
$1.73M Sell
19,900
-40
-0.2% -$3.71K 0.14% 92
2019
Q2
$1.89M Sell
19,940
-1,200
-6% -$112K 0.15% 82
2019
Q1
$1.88M Buy
21,140
+940
+5% +$78.2K 0.16% 80
2018
Q4
$1.52M Buy
20,200
+1,180
+6% +$98.1K 0.16% 73
2018
Q3
$1.91M Buy
19,020
+160
+0.8% +$15K 0.17% 74
2018
Q2
$1.6M Buy
18,860
+560
+3% +$44.4K 0.16% 82
2018
Q1
$1.32M Sell
18,300
-1,500
-8% -$107K 0.13% 86
2017
Q4
$1.16M Buy
19,800
+2,380
+14% +$131K 0.12% 93
2017
Q3
$837K Sell
17,420
-1,140
-6% -$56K 0.09% 100
2017
Q2
$898K Buy
18,560
+5,040
+37% +$240K 0.1% 99
2017
Q1
$599K Sell
13,520
-1,920
-12% -$80K 0.07% 112
2016
Q4
$579K Buy
15,440
+960
+7% +$37.6K 0.08% 107
2016
Q3
$606K Buy
14,480
+4,060
+39% +$155K 0.08% 102
2016
Q2
$373K Sell
10,420
-4,120
-28% -$139K 0.06% 127
2016
Q1
$432K Buy
14,540
+900
+7% +$25.5K 0.07% 117
2015
Q4
$461K Buy
13,640
+1,040
+8% +$32.8K 0.07% 117
2015
Q3
$322K Buy
12,600
+460
+4% +$11.6K 0.06% 131
2015
Q2
$263K Buy
12,140
+440
+4% +$9.2K 0.04% 148
2015
Q1
$218K Buy
+11,700
New +$206K 0.03% 175

Other funds holding AMZN

Forvis Mazars Wealth Advisors's AMZN Position: Q1 2026 in Review

Forvis Mazars Wealth Advisors increased its Amazon (AMZN) stake by 6% in Q1 2026, buying an estimated $845K and bringing the position to 67,859 shares worth $14.1M. The position accounts for 0.27% of the portfolio, ranked #46.

Forvis Mazars Wealth Advisors first reported a position in AMZN in Q1 2015 and has held it in 45 quarters since. The position peaked at $14.8M in Q4 2025. 5,986 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Forvis Mazars Wealth Advisors held 67,859 shares of Amazon worth $14.1M as of Q1 2026.
  • Forvis Mazars Wealth Advisors bought 3,840 Amazon shares in Q1 2026, an estimated $845K.
  • Amazon made up 0.27% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #46 holding.
  • Forvis Mazars Wealth Advisors first reported a position in Amazon in Q1 2015 and has held it in 45 quarters since.
  • Forvis Mazars Wealth Advisors's Amazon position peaked at $14.8M in Q4 2025.
  • 5,986 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.