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Helium Advisors’s Amazon AMZN Stock Holding History

Helium Advisors’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 		$1.36M Sell
5,688
-80
-1% -$20.1K 1.13% 23
2026
Q1 		$1.2M Buy
5,768
+400
+7% +$88.1K 1.14% 23
2025
Q4 		$1.24M Sell
5,368
-1,341
-20% -$307K 1.25% 22
2025
Q3 		$1.47M Sell
6,709
-4,059
-38% -$919K 1.23% 18
2025
Q2 		$2.36M Sell
10,768
-271
-2% -$53.6K 1.49% 17
2025
Q1 		$2.1M Sell
11,039
-447
-4% -$97K 1.53% 16
2024
Q4 		$2.52M Buy
+11,486
New +$2.35M 2% 10

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

Helium Advisors's AMZN Position: Q2 2026 in Review

Helium Advisors reduced its Amazon (AMZN) stake by 1.4% in Q2 2026, selling an estimated $20.1K and leaving 5,688 shares worth $1.36M. The position accounts for 1.13% of the portfolio, ranked #23.

Helium Advisors first reported a position in AMZN in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.52M in Q4 2024. 6,136 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Helium Advisors held 5,688 shares of Amazon worth $1.36M as of Q2 2026.
  • Helium Advisors sold 80 Amazon shares in Q2 2026, an estimated $20.1K.
  • Amazon made up 1.13% of Helium Advisors's portfolio in Q2 2026, its #23 holding.
  • Helium Advisors first reported a position in Amazon in Q4 2024 and has held it in 7 quarters since.
  • Helium Advisors's Amazon position peaked at $2.52M in Q4 2024.
  • 6,136 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Helium Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.