Forum Financial Management, LP

Position in AMZN — Amazon Com Inc

CIK 1911832 LOMBARD, IL

Position in AMZN

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$13,026,948

+$1,755,169 QoQ

Shares Held

54,657

+1.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

2.32%

of 13F equity value

Holder Rank

#2,004

of 6,129 holders

Holding Since

Dec 2021

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Forum Financial Management, LP holds $13,569,908 across 3 Internet Retail names. AMZN ranks #1 (96.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMZN	Amazon Com Inc This page	54,657	$13,026,948
2	MELI	Mercadolibre Inc	184	$312,319
3	CART	Maplebear Inc.	4,871	$230,641

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$13,026,948	54,657	+1.0%	Shares	Sole	2026-07-23
2026-03-31	$11,271,779	54,121	-57.7%	Shares	Other	2026-04-23
2025-12-31	$29,533,418	127,950	+8.5%	Shares	Sole	2026-01-27
2025-09-30	$25,886,863	117,898	+2.9%	Shares	Sole	2025-10-24
2025-06-30	$25,134,854	114,567	+2.1%	Shares	Sole	2025-07-30
2025-03-31	$21,357,826	112,256	+8.4%	Shares	Sole	2025-05-02
2024-09-30	$19,303,228	103,597	+5.9%	Shares	Sole	2024-10-29
2024-06-30	$18,910,092	97,853	-1.1%	Shares	Sole	2024-07-30
2024-03-31	$17,846,256	98,937	+1.1%	Shares	Sole	2024-05-09
2023-12-31	$14,867,177	97,849	+9.9%	Shares	Sole	2024-02-07
2023-09-30	$11,320,417	89,053	+1.3%	Shares	Sole	2023-11-06
2023-06-30	$11,460,860	87,917	+6.6%	Shares	Sole	2023-07-26
2023-03-31	$8,521,838	82,504	+10.3%	Shares	Sole	2023-04-19
2022-12-31	$6,281,772	74,783	+11.6%	Shares	Sole	2023-01-24
2022-09-30	$7,571,565	67,005	-5.8%	Shares	Sole	2022-11-07
2022-06-30	$7,553,124	71,115	+2075.4%	Shares	Sole	2022-08-15
2022-03-31	$10,656,776	3,269	-8.2%	Shares	Sole	2022-05-16
2021-12-31	$11,876,919	3,562	—	Shares	Sole	2022-02-18
No filing history on record for this holder in this stock.