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Lighthouse Wealth Management’s Amazon AMZN Stock Holding History

Lighthouse Wealth Management’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 		$600K Sell
2,519
-258
-9% -$64.8K 0.37% 35
2026
Q1 		$578K Buy
2,777
+128
+5% +$28.2K 0.39% 34
2025
Q4 		$611K Buy
2,649
+17
+0.6% +$3.89K 0.42% 31
2025
Q3 		$578K Sell
2,632
-224
-8% -$50.7K 0.47% 32
2025
Q2 		$627K Buy
2,856
+13
+0.5% +$2.57K 0.54% 29
2025
Q1 		$541K Buy
2,843
+50
+2% +$10.8K 0.5% 26
2024
Q4 		$613K Buy
+2,793
New +$571K 0.56% 24

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

Lighthouse Wealth Management's AMZN Position: Q2 2026 in Review

Lighthouse Wealth Management reduced its Amazon (AMZN) stake by 9.3% in Q2 2026, selling an estimated $64.8K and leaving 2,519 shares worth $600K. The position accounts for 0.37% of the portfolio, ranked #35.

Lighthouse Wealth Management first reported a position in AMZN in Q4 2024 and has held it in 7 quarters since. The position peaked at $627K in Q2 2025. 6,127 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Lighthouse Wealth Management held 2,519 shares of Amazon worth $600K as of Q2 2026.
  • Lighthouse Wealth Management sold 258 Amazon shares in Q2 2026, an estimated $64.8K.
  • Amazon made up 0.37% of Lighthouse Wealth Management's portfolio in Q2 2026, its #35 holding.
  • Lighthouse Wealth Management first reported a position in Amazon in Q4 2024 and has held it in 7 quarters since.
  • Lighthouse Wealth Management's Amazon position peaked at $627K in Q2 2025.
  • 6,127 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Lighthouse Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.