Helen Stephens Group
AMZN icon

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
Q3 		$1.53M Buy
6,151
+1,240
+25% +$315K 0.24% 42
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

Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Helen Stephens Group's AMZN Position: Q3 2026 in Review

Helen Stephens Group increased its Amazon (AMZN) stake by 25% in Q3 2026, buying an estimated $315K and bringing the position to 6,151 shares worth $1.53M. The position accounts for 0.24% of the portfolio, ranked #42.

Helen Stephens Group first reported a position in AMZN in Q3 2023 and has held it in 13 quarters since. 2,935 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Helen Stephens Group held 6,151 shares of Amazon worth $1.53M as of Q3 2026.
  • Helen Stephens Group bought 1,240 Amazon shares in Q3 2026, an estimated $315K.
  • Amazon made up 0.24% of Helen Stephens Group's portfolio in Q3 2026, its #42 holding.
  • Helen Stephens Group first reported a position in Amazon in Q3 2023 and has held it in 13 quarters since.
  • 2,935 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Helen Stephens Group's 13F filing for Q3 2026, filed 14 Oct 2026.