Peterson Wealth Services
AMZN icon

Peterson Wealth Services’s Amazon AMZN Stock Holding History

Peterson Wealth Services’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
Q3 		$15.3M Buy
61,568
+2,198
+4% +$558K 3.23% 7
2026
Q2 		$14.2M Sell
59,370
-689
-1% -$173K 3.08% 9
2026
Q1 		$12.5M Buy
60,059
+898
+2% +$198K 3.09% 9
2025
Q4 		$13.7M Buy
59,161
+57,544
+3,559% +$13.2M 3.49% 8
2025
Q3 		$13M Sell
1,617
-57,801
-97% -$13.1M 3.22% 9
2025
Q2 		$13M Buy
59,418
+634
+1% +$125K 3.57% 7
2025
Q1 		$11.2M Buy
58,784
+2,055
+4% +$446K 3.46% 6
2024
Q4 		$12.4M Sell
56,729
-87
-0.2% -$17.8K 3.74% 7
2024
Q3 		$10.6M Buy
56,816
+1,173
+2% +$214K 3.38% 6
2024
Q2 		$10.8M Buy
55,643
+281
+0.5% +$51.6K 3.76% 6
2024
Q1 		$10M Buy
55,362
+254
+0.5% +$42.4K 3.64% 5
2023
Q4 		$8.38M Buy
55,108
+343
+0.6% +$48.1K 3.59% 6
2023
Q3 		$6.96M Buy
54,765
+1,468
+3% +$197K 5.21% 2
2023
Q2 		$6.94M Buy
53,297
+15,923
+43% +$1.82M 3.33% 5
2023
Q1 		$3.86M Buy
37,374
+9,660
+35% +$933K 1.99% 16
2022
Q4 		$2.33M Buy
27,714
+202
+0.7% +$20K 1.33% 25
2022
Q3 		$3.11M Buy
27,512
+735
+3% +$92.9K 2.2% 14
2022
Q2 		$2.84M Buy
26,777
+2,157
+9% +$270K 2.05% 16
2022
Q1 		$4.01M Buy
24,620
+2,380
+11% +$368K 2.47% 11
2021
Q4 		$3.71M Buy
+22,240
New +$3.81M 2.46% 10

Other funds holding AMZN

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Peterson Wealth Services's AMZN Position: Q3 2026 in Review

Peterson Wealth Services increased its Amazon (AMZN) stake by 3.7% in Q3 2026, buying an estimated $558K and bringing the position to 61,568 shares worth $15.3M. The position accounts for 3.23% of the portfolio, ranked #7.

Peterson Wealth Services first reported a position in AMZN in Q4 2021 and has held it in 20 quarters since. 2,757 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Peterson Wealth Services held 61,568 shares of Amazon worth $15.3M as of Q3 2026.
  • Peterson Wealth Services bought 2,198 Amazon shares in Q3 2026, an estimated $558K.
  • Amazon made up 3.23% of Peterson Wealth Services's portfolio in Q3 2026, its #7 holding.
  • Peterson Wealth Services first reported a position in Amazon in Q4 2021 and has held it in 20 quarters since.
  • 2,757 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Peterson Wealth Services's 13F filing for Q3 2026, filed 26 Oct 2026.