Forza Wealth Management’s Amazon AMZN Stock Holding History

Forza 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	$448K	Hold	1,881	–	–	0.14%	139
2026 Q1	$392K	Hold	1,881	–	–	0.14%	147
2025 Q4	$434K	Hold	1,881	–	–	0.16%	131
2025 Q3	$413K	Sell	1,881 -750	-29%	-$170K	0.16%	135
2025 Q2	$577K	Hold	2,631	–	–	0.24%	106
2025 Q1	$501K	Sell	2,631 -150	-5%	-$32.5K	0.23%	109
2024 Q4	$610K	Buy	2,781 +106	+4%	+$21.7K	0.28%	89
2024 Q3	$498K	Buy	2,675 +306	+13%	+$55.8K	0.23%	116
2024 Q2	$458K	Hold	2,369	–	–	0.24%	117
2024 Q1	$427K	Sell	2,369 -600	-20%	-$100K	0.22%	123
2023 Q4	$451K	Sell	2,969 -2,630	-47%	-$369K	0.25%	112
2023 Q3	$712K	Hold	5,599	–	–	0.37%	84
2023 Q2	$730K	Buy	5,599 +80	+1%	+$9.14K	0.37%	86
2023 Q1	$570K	Buy	+5,519	New	+$533K	0.29%	102

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

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

Forza Wealth Management held its Amazon (AMZN) position steady in Q2 2026 at 1,881 shares worth $448K. The position accounts for 0.14% of the portfolio, ranked #139.

Forza Wealth Management first reported a position in AMZN in Q1 2023 and has held it in 14 quarters since. The position peaked at $730K in Q2 2023. 6,100 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Forza Wealth Management held 1,881 shares of Amazon worth $448K as of Q2 2026.
Forza Wealth Management left its Amazon share count unchanged in Q2 2026.
Amazon made up 0.14% of Forza Wealth Management's portfolio in Q2 2026, its #139 holding.
Forza Wealth Management first reported a position in Amazon in Q1 2023 and has held it in 14 quarters since.
Forza Wealth Management's Amazon position peaked at $730K in Q2 2023.
6,100 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Forza Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.