LF
AMZN icon

Lighthouse Financial’s Amazon AMZN Stock Holding History

Lighthouse 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 		$5.53M Buy
26,572
+2,590
+11% +$570K 3.34% 8
2025
Q4 		$5.54M Sell
23,982
-614
-2% -$140K 3.62% 8
2025
Q3 		$5.4M Buy
24,596
+9,654
+65% +$2.19M 3.57% 8
2025
Q2 		$3.28M Sell
14,942
-738
-5% -$146K 2.51% 10
2025
Q1 		$2.98M Buy
15,680
+35
+0.2% +$7.59K 2.57% 10
2024
Q4 		$3.43M Buy
+15,645
New +$3.2M 2.79% 9

Other funds holding AMZN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
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
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Lighthouse Financial's AMZN Position: Q1 2026 in Review

Lighthouse Financial increased its Amazon (AMZN) stake by 11% in Q1 2026, buying an estimated $570K and bringing the position to 26,572 shares worth $5.53M. The position accounts for 3.34% of the portfolio, ranked #8.

Lighthouse Financial first reported a position in AMZN in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.54M in Q4 2025. 5,983 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Lighthouse Financial held 26,572 shares of Amazon worth $5.53M as of Q1 2026.
  • Lighthouse Financial bought 2,590 Amazon shares in Q1 2026, an estimated $570K.
  • Amazon made up 3.34% of Lighthouse Financial's portfolio in Q1 2026, its #8 holding.
  • Lighthouse Financial first reported a position in Amazon in Q4 2024 and has held it in 6 quarters since.
  • Lighthouse Financial's Amazon position peaked at $5.54M in Q4 2025.
  • 5,983 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Lighthouse Financial's 13F filing for Q1 2026, filed 14 May 2026.