AMZN AMAZON.COM INC

Ownership history in FORBES J M & CO LLP  ·  40 quarters on record

AI Ownership Summary

FORBES J M & CO LLP reported AMAZON.COM INC (AMZN) in 40 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 3.86% in 2024 Q4. The latest visible filing shows AMZN at 3.37% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AMZN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was FORBES J M & CO LLP's position in AMAZON.COM INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

AMZN was reported at 3.37% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.86% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How FORBES J M & CO LLP held AMZN — position size vs. price
% of Fund (quarterly)    AMZN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 191,131 +902 +0.5% 3.37% $39.8M 2026-04-16 $249.70
2025 Q4 ADDED 190,229 +1,542 +0.8% 3.56% $43.9M 2026-01-21 $231.31
2025 Q3 ADDED 188,687 +608 +0.3% 3.44% $41.4M 2025-10-28 $229.25
2025 Q2 ADDED 188,079 +824 +0.4% 3.77% $41.3M 2025-07-18 $226.13
2025 Q1 ADDED 187,255 +4,422 +2.4% 3.45% $35.6M 2025-05-06 $185.01
2024 Q4 ADDED 182,833 +3,421 +1.9% 3.86% $40.1M 2025-01-28 $238.15
2024 Q3 REDUCED 179,412 -934 -0.5% 3.26% $33.4M 2024-10-24 $186.38
2024 Q2 ADDED 180,346 +2,831 +1.6% 3.57% $34.9M 2024-07-30 $181.71
2024 Q1 REDUCED 177,515 -2,475 -1.4% 3.47% $32.0M 2024-04-11 $189.05
2023 Q4 ADDED 179,990 +2,423 +1.4% 3.18% $27.3M 2024-02-08 $169.84
30 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About FORBES J M & CO LLP and AMZN

These are the practical questions this page is built to answer before you even open the full history table.

How long has FORBES J M & CO LLP reported owning AMZN?

FORBES J M & CO LLP reported AMZN across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported AMZN position in FORBES J M & CO LLP's portfolio?

The largest reported portfolio weight for AMZN was 3.86% in 2024 Q4.

What is the latest reported AMZN position on this page?

The most recent filing on this page is 2026 Q1, when FORBES J M & CO LLP reported 191,131 shares, equal to 3.37% of portfolio, with an estimated market value of $39.8M.

What does the chart on this AMZN ownership page compare?

The chart compares FORBES J M & CO LLP's quarterly AMZN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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