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Barnes Pettey Financial Advisors’s Amazon AMZN Stock Holding History

Barnes Pettey Financial Advisors’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 		$1.16M Sell
4,881
-20
-0.4% -$5.02K 0.36% 56
2026
Q1 		$1.02M Sell
4,901
-400
-8% -$88.1K 0.44% 51
2025
Q4 		$1.22M Buy
5,301
+195
+4% +$44.6K 0.61% 39
2025
Q3 		$1.12M Buy
5,106
+1,198
+31% +$271K 0.61% 37
2025
Q2 		$857K Buy
3,908
+14
+0.4% +$2.77K 0.57% 40
2025
Q1 		$741K Buy
3,894
+109
+3% +$23.7K 0.58% 39
2024
Q4 		$830K Hold
3,785
– – 0.63% 33
2024
Q3 		$705K Sell
3,785
-583
-13% -$106K 0.56% 38
2024
Q2 		$844K Hold
4,368
– – 0.73% 30
2024
Q1 		$788K Sell
4,368
-25
-0.6% -$4.17K 0.68% 31
2023
Q4 		$667K Hold
4,393
– – 0.54% 41
2023
Q3 		$558K Hold
4,393
– – 0.51% 48
2023
Q2 		$573K Buy
4,393
+419
+11% +$47.8K 0.5% 48
2023
Q1 		$410K Buy
3,974
+50
+1% +$4.83K 0.39% 58
2022
Q4 		$330K Sell
3,924
-19
-0.5% -$1.88K 0.34% 68
2022
Q3 		$446K Buy
3,943
+163
+4% +$20.6K 0.61% 45
2022
Q2 		$401K Buy
3,780
+280
+8% +$35K 0.52% 53
2022
Q1 		$570K Buy
3,500
+60
+2% +$9.27K 0.69% 39
2021
Q4 		$574K Buy
+3,440
New +$589K 0.66% 41

Other funds holding AMZN

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Barnes Pettey Financial Advisors's AMZN Position: Q2 2026 in Review

Barnes Pettey Financial Advisors reduced its Amazon (AMZN) stake by 0.41% in Q2 2026, selling an estimated $5.02K and leaving 4,881 shares worth $1.16M. The position accounts for 0.36% of the portfolio, ranked #56.

Barnes Pettey Financial Advisors first reported a position in AMZN in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.22M in Q4 2025. 3,473 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Barnes Pettey Financial Advisors held 4,881 shares of Amazon worth $1.16M as of Q2 2026.
  • Barnes Pettey Financial Advisors sold 20 Amazon shares in Q2 2026, an estimated $5.02K.
  • Amazon made up 0.36% of Barnes Pettey Financial Advisors's portfolio in Q2 2026, its #56 holding.
  • Barnes Pettey Financial Advisors first reported a position in Amazon in Q4 2021 and has held it in 19 quarters since.
  • Barnes Pettey Financial Advisors's Amazon position peaked at $1.22M in Q4 2025.
  • 3,473 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Barnes Pettey Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.