LightSquare 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
$1.05M Sell
4,424
-1,802
-29% -$452K 0.73% 26
2026
Q1
$1.3M Buy
+6,226
New +$1.37M 0.97% 25

Other funds holding AMZN

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

LightSquare Wealth Management reduced its Amazon (AMZN) stake by 29% in Q2 2026, selling an estimated $452K and leaving 4,424 shares worth $1.05M. The position accounts for 0.73% of the portfolio, ranked #26.

LightSquare Wealth Management first reported a position in AMZN in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.3M in Q1 2026. 6,094 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • LightSquare Wealth Management held 4,424 shares of Amazon worth $1.05M as of Q2 2026.
  • LightSquare Wealth Management sold 1,802 Amazon shares in Q2 2026, an estimated $452K.
  • Amazon made up 0.73% of LightSquare Wealth Management's portfolio in Q2 2026, its #26 holding.
  • LightSquare Wealth Management first reported a position in Amazon in Q1 2026 and has held it in 2 quarters since.
  • LightSquare Wealth Management's Amazon position peaked at $1.3M in Q1 2026.
  • 6,094 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on LightSquare Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.