Legacy Capital Wealth Management’s Amazon AMZN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-1,000
Closed -$208K 81
2026
Q1
$208K Buy
+1,000
New +$220K 0.12% 64

Other funds holding AMZN

Legacy Capital Wealth Management's AMZN Position: Q2 2026 in Review

Legacy Capital Wealth Management reduced its Amazon (AMZN) stake by 1.7% in Q2 2026, selling an estimated $85.3K and leaving 20,249 shares worth $4.83M. The position accounts for 2.22% of the portfolio, ranked #13.

Legacy Capital Wealth Management first reported a position in AMZN in Q4 2024 and has held it in 4 quarters since. 5,186 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Legacy Capital Wealth Management held 20,249 shares of Amazon worth $4.83M as of Q2 2026.
  • Legacy Capital Wealth Management sold 340 Amazon shares in Q2 2026, an estimated $85.3K.
  • Amazon made up 2.22% of Legacy Capital Wealth Management's portfolio in Q2 2026, its #13 holding.
  • Legacy Capital Wealth Management first reported a position in Amazon in Q4 2024 and has held it in 4 quarters since.
  • 5,186 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Legacy Capital Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.