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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
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 		$9.99M 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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Peterson Wealth Services's AMZN Position: Q2 2026 in Review

Peterson Wealth Services reduced its Amazon (AMZN) stake by 1.1% in Q2 2026, selling an estimated $173K and leaving 59,370 shares worth $14.2M. The position accounts for 3.08% of the portfolio, ranked #9.

Peterson Wealth Services first reported a position in AMZN in Q4 2021 and has held it in 19 quarters since. 2,925 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Peterson Wealth Services held 59,370 shares of Amazon worth $14.2M as of Q2 2026.
  • Peterson Wealth Services sold 689 Amazon shares in Q2 2026, an estimated $173K.
  • Amazon made up 3.08% of Peterson Wealth Services's portfolio in Q2 2026, its #9 holding.
  • Peterson Wealth Services first reported a position in Amazon in Q4 2021 and has held it in 19 quarters since.
  • 2,925 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Peterson Wealth Services's 13F filing for Q2 2026, filed 27 Jul 2026.