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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Petix & Botte Financial's AMZN Position: Q1 2026 in Review

Petix & Botte Financial reduced its Amazon (AMZN) stake by 48% in Q1 2026, selling an estimated $290K and leaving 1,442 shares worth $603K. The position accounts for 0.13% of the portfolio, ranked #79.

Petix & Botte Financial first reported a position in AMZN in Q3 2021 and has held it in 16 quarters since. The position peaked at $637K in Q4 2025. 5,982 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

Petix & Botte Financial held 1,442 shares of Amazon worth $603K as of Q1 2026.
Petix & Botte Financial sold 1,318 Amazon shares in Q1 2026, an estimated $290K.
Amazon made up 0.13% of Petix & Botte Financial's portfolio in Q1 2026, its #79 holding.
Petix & Botte Financial first reported a position in Amazon in Q3 2021 and has held it in 16 quarters since.
Petix & Botte Financial's Amazon position peaked at $637K in Q4 2025.
5,982 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Petix & Botte Financial's 13F filing for Q1 2026, filed 30 Apr 2026.