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Petix & Botte Financial’s Amazon AMZN Stock Holding History

Petix & Botte Financial’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 		$690K Buy
2,896
+1,454
+101% +$365K 0.14% 80
2026
Q1 		$603K Sell
1,442
-1,318
-48% -$290K 0.13% 79
2025
Q4 		$637K Buy
2,760
+146
+6% +$33.4K 0.14% 77
2025
Q3 		$574K Hold
2,614
– – 0.13% 79
2025
Q2 		$573K Sell
2,614
-186
-7% -$36.8K 0.14% 78
2025
Q1 		$533K Buy
2,800
+120
+4% +$26K 0.14% 77
2024
Q4 		$588K Hold
2,680
– – 0.15% 78
2024
Q3 		$499K Hold
2,680
– – 0.13% 75
2024
Q2 		$518K Buy
2,680
+1,340
+100% +$246K 0.15% 68
2024
Q1 		$242K Sell
1,340
-1,340
-50% -$224K 0.06% 121
2023
Q4 		$407K Hold
2,680
– – 0.12% 83
2023
Q3 		$341K Hold
2,680
– – 0.11% 89
2023
Q2 		$349K Buy
+2,680
New +$306K 0.11% 88
2022
Q3 		– Sell
-2,300
Closed -$244K – 69
2022
Q2 		$244K Sell
2,300
-300
-12% -$37.5K 0.18% 63
2022
Q1 		$424K Buy
2,600
+1,300
+100% +$201K 0.13% 72
2021
Q4 		$217K Sell
1,300
-900
-41% -$154K 0.14% 76
2021
Q3 		$362K Buy
+2,200
New +$379K 0.12% 77

Other funds holding AMZN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Petix & Botte Financial's AMZN Position: Q2 2026 in Review

Petix & Botte Financial increased its Amazon (AMZN) stake by 101% in Q2 2026, buying an estimated $365K and bringing the position to 2,896 shares worth $690K. The position accounts for 0.14% of the portfolio, ranked #80.

Petix & Botte Financial first reported a position in AMZN in Q3 2021 and has held it in 17 quarters since. 6,138 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Petix & Botte Financial held 2,896 shares of Amazon worth $690K as of Q2 2026.
  • Petix & Botte Financial bought 1,454 Amazon shares in Q2 2026, an estimated $365K.
  • Amazon made up 0.14% of Petix & Botte Financial's portfolio in Q2 2026, its #80 holding.
  • Petix & Botte Financial first reported a position in Amazon in Q3 2021 and has held it in 17 quarters since.
  • 6,138 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Petix & Botte Financial's 13F filing for Q2 2026, filed 4 Aug 2026.