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Helen Stephens Group’s Amazon AMZN Stock Holding History

Helen Stephens Group’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 		$1.17M Buy
4,911
+739
+18% +$185K 0.2% 48
2026
Q1 		$869K Buy
4,172
+482
+13% +$106K 0.17% 58
2025
Q4 		$852K Buy
3,690
+1,300
+54% +$297K 0.18% 53
2025
Q3 		$525K Buy
2,390
+219
+10% +$49.6K 0.12% 64
2025
Q2 		$476K Buy
2,171
+140
+7% +$27.7K 0.12% 58
2025
Q1 		$386K Buy
2,031
+50
+3% +$10.8K 0.11% 58
2024
Q4 		$435K Sell
1,981
-19
-1% -$3.89K 0.13% 58
2024
Q3 		$373K Buy
2,000
+7
+0.4% +$1.28K 0.11% 63
2024
Q2 		$385K Sell
1,993
-35
-2% -$6.43K 0.13% 61
2024
Q1 		$366K Buy
2,028
+84
+4% +$14K 0.14% 52
2023
Q4 		$295K Buy
1,944
+20
+1% +$2.8K 0.13% 59
2023
Q3 		$245K Buy
+1,924
New +$258K 0.13% 60

Other funds holding AMZN

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Helen Stephens Group's AMZN Position: Q2 2026 in Review

Helen Stephens Group increased its Amazon (AMZN) stake by 18% in Q2 2026, buying an estimated $185K and bringing the position to 4,911 shares worth $1.17M. The position accounts for 0.2% of the portfolio, ranked #48.

Helen Stephens Group first reported a position in AMZN in Q3 2023 and has held it in 12 quarters since. 2,925 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Helen Stephens Group held 4,911 shares of Amazon worth $1.17M as of Q2 2026.
  • Helen Stephens Group bought 739 Amazon shares in Q2 2026, an estimated $185K.
  • Amazon made up 0.2% of Helen Stephens Group's portfolio in Q2 2026, its #48 holding.
  • Helen Stephens Group first reported a position in Amazon in Q3 2023 and has held it in 12 quarters since.
  • 2,925 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Helen Stephens Group's 13F filing for Q2 2026, filed 31 Jul 2026.