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Peterson Wealth Management’s Amazon AMZN Stock Holding History

Peterson 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
Q1 		$7.44M Buy
35,712
+888
+3% +$196K 4.31% 7
2025
Q4 		$8.04M Sell
34,824
-133
-0.4% -$30.4K 5.97% 4
2025
Q3 		$7.68M Buy
34,957
+1,075
+3% +$243K 5.32% 5
2025
Q2 		$7.43M Buy
33,882
+3,117
+10% +$617K 4.41% 5
2025
Q1 		$5.85M Buy
30,765
+1,522
+5% +$330K 3.94% 9
2024
Q4 		$6.42M Buy
29,243
+2,078
+8% +$425K 3.82% 10
2024
Q3 		$5.06M Buy
27,165
+2,014
+8% +$367K 3.23% 13
2024
Q2 		$4.86M Buy
25,151
+6,350
+34% +$1.17M 3% 12
2024
Q1 		$3.39M Buy
18,801
+1,040
+6% +$174K 2.45% 14
2023
Q4 		$2.7M Buy
17,761
+371
+2% +$52K 2.43% 12
2023
Q3 		$2.21M Buy
17,390
+8,952
+106% +$1.2M 1.82% 15
2023
Q2 		$1.1M Buy
8,438
+737
+10% +$84.2K 0.87% 33
2023
Q1 		$795K Buy
7,701
+1,651
+27% +$160K 0.76% 36
2022
Q4 		$508K Buy
6,050
+2,902
+92% +$287K 0.52% 41
2022
Q3 		$356K Buy
+3,148
New +$398K 0.33% 47
2022
Q2 		– Sell
-9,760
Closed -$1.59M – 48
2022
Q1 		$1.59M Sell
9,760
-200
-2% -$30.9K 1.07% 29
2021
Q4 		$1.66M Buy
9,960
+520
+6% +$89K 1.11% 35
2021
Q3 		$1.55M Sell
9,440
-20
-0.2% -$3.45K 1.2% 29
2021
Q2 		$1.63M Sell
9,460
-1,840
-16% -$306K 1.27% 28
2021
Q1 		$1.75M Sell
11,300
-2,360
-17% -$374K 1.48% 22
2020
Q4 		$2.22M Buy
13,660
+40
+0.3% +$6.38K 1.81% 18
2020
Q3 		$2.14M Sell
13,620
-8,200
-38% -$1.29M 1.9% 17
2020
Q2 		$3.01M Buy
21,820
+980
+5% +$118K 2.99% 15
2020
Q1 		$2.03M Sell
20,840
-880
-4% -$85.2K 2.47% 16
2019
Q4 		$2.03M Buy
+21,720
New +$1.92M 1.84% 19

Other funds holding AMZN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Peterson Wealth Management's AMZN Position: Q1 2026 in Review

Peterson Wealth Management increased its Amazon (AMZN) stake by 2.5% in Q1 2026, buying an estimated $196K and bringing the position to 35,712 shares worth $7.44M. The position accounts for 4.31% of the portfolio, ranked #7.

Peterson Wealth Management first reported a position in AMZN in Q4 2019 and has held it in 25 quarters since. The position peaked at $8.04M in Q4 2025. 5,984 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Peterson Wealth Management held 35,712 shares of Amazon worth $7.44M as of Q1 2026.
  • Peterson Wealth Management bought 888 Amazon shares in Q1 2026, an estimated $196K.
  • Amazon made up 4.31% of Peterson Wealth Management's portfolio in Q1 2026, its #7 holding.
  • Peterson Wealth Management first reported a position in Amazon in Q4 2019 and has held it in 25 quarters since.
  • Peterson Wealth Management's Amazon position peaked at $8.04M in Q4 2025.
  • 5,984 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Peterson Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.