White Lighthouse Investment 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 | $2.57M | Sell |
10,784
-52
| -0.5% | -$13.1K | 0.32% | 45 |
|
|
2026
Q1 | $2.26M | Sell |
10,836
-1,019
| -9% | -$224K | 0.31% | 47 |
|
|
2025
Q4 | $2.74M | Buy |
11,855
+283
| +2% | +$64.7K | 0.38% | 43 |
|
|
2025
Q3 | $2.54M | Sell |
11,572
-2,903
| -20% | -$657K | 0.39% | 40 |
|
|
2025
Q2 | $3.18M | Buy |
14,475
+257
| +2% | +$50.9K | 0.52% | 37 |
|
|
2025
Q1 | $2.71M | Sell |
14,218
-2,037
| -13% | -$442K | 0.48% | 36 |
|
|
2024
Q4 | $3.57M | Sell |
16,255
-1,075
| -6% | -$220K | 0.63% | 32 |
|
|
2024
Q3 | $3.23M | Buy |
17,330
+99
| +0.6% | +$18.1K | 0.58% | 33 |
|
|
2024
Q2 | $3.33M | Buy |
17,231
+749
| +5% | +$138K | 0.64% | 32 |
|
|
2024
Q1 | $2.97M | Buy |
16,482
+196
| +1% | +$32.7K | 0.6% | 34 |
|
|
2023
Q4 | $2.47M | Sell |
16,286
-1,109
| -6% | -$155K | 0.54% | 36 |
|
|
2023
Q3 | $2.21M | Buy |
17,395
+289
| +2% | +$38.7K | 0.54% | 36 |
|
|
2023
Q2 | $2.23M | Buy |
17,106
+2,660
| +18% | +$304K | 0.53% | 37 |
|
|
2023
Q1 | $1.49M | Buy |
14,446
+180
| +1% | +$17.4K | 0.38% | 46 |
|
|
2022
Q4 | $1.2M | Hold |
14,266
| – | – | 0.33% | 52 |
|
|
2022
Q3 | $1.61M | Buy |
14,266
+626
| +5% | +$79.1K | 0.47% | 40 |
|
|
2022
Q2 | $1.45M | Sell |
13,640
-80
| -0.6% | -$10K | 0.41% | 43 |
|
|
2022
Q1 | $2.24M | Sell |
13,720
-420
| -3% | -$64.9K | 0.57% | 38 |
|
|
2021
Q4 | $2.36M | Buy |
14,140
+420
| +3% | +$71.9K | 0.59% | 38 |
|
|
2021
Q3 | $2.25M | Buy |
13,720
+160
| +1% | +$27.6K | 0.6% | 38 |
|
|
2021
Q2 | $2.33M | Buy |
13,560
+160
| +1% | +$26.6K | 0.64% | 37 |
|
|
2021
Q1 | $2.07M | Sell |
13,400
-1,480
| -10% | -$235K | 0.63% | 35 |
|
|
2020
Q4 | $2.42M | Hold |
14,880
| – | – | 0.77% | 32 |
|
|
2020
Q3 | $2.34M | Hold |
14,880
| – | – | 0.81% | 31 |
|
|
2020
Q2 | $2.05M | Sell |
14,880
-1,920
| -11% | -$232K | 0.75% | 35 |
|
|
2020
Q1 | $1.64M | Buy |
16,800
+4,440
| +36% | +$430K | 0.69% | 37 |
|
|
2019
Q4 | $1.14M | Buy |
12,360
+240
| +2% | +$21.2K | 0.42% | 49 |
|
|
2019
Q3 | $1.05M | Buy |
12,120
+500
| +4% | +$46.4K | 0.42% | 48 |
|
|
2019
Q2 | $1.1M | Buy |
+11,620
| New | +$1.08M | 0.46% | 47 |
|
|
2019
Q1 | – | Sell |
-9,460
| Closed | -$710K | – | 125 |
|
|
2018
Q4 | $710K | Buy |
9,460
+20
| +0.2% | +$1.66K | 0.39% | 60 |
|
|
2018
Q3 | $945K | Sell |
9,440
-380
| -4% | -$35.7K | 0.48% | 51 |
|
|
2018
Q2 | $835K | Buy |
9,820
+40
| +0.4% | +$3.17K | 0.46% | 52 |
|
|
2018
Q1 | $708K | Buy |
9,780
+1,000
| +11% | +$71.5K | 0.41% | 60 |
|
|
2017
Q4 | $513K | Buy |
+8,780
| New | +$483K | 0.29% | 70 |
|
Other funds holding AMZN
White Lighthouse Investment Management's AMZN Position: Q2 2026 in Review
White Lighthouse Investment Management reduced its Amazon (AMZN) stake by 0.48% in Q2 2026, selling an estimated $13.1K and leaving 10,784 shares worth $2.57M. The position accounts for 0.32% of the portfolio, ranked #45.
White Lighthouse Investment Management first reported a position in AMZN in Q4 2017 and has held it in 34 quarters since. The position peaked at $3.57M in Q4 2024. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.
- White Lighthouse Investment Management held 10,784 shares of Amazon worth $2.57M as of Q2 2026.
- White Lighthouse Investment Management sold 52 Amazon shares in Q2 2026, an estimated $13.1K.
- Amazon made up 0.32% of White Lighthouse Investment Management's portfolio in Q2 2026, its #45 holding.
- White Lighthouse Investment Management first reported a position in Amazon in Q4 2017 and has held it in 34 quarters since.
- White Lighthouse Investment Management's Amazon position peaked at $3.57M in Q4 2024.
- 6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.
Based on White Lighthouse Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.