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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Helium Advisors's AMZN Position: Q1 2026 in Review

Helium Advisors increased its Amazon (AMZN) stake by 7.5% in Q1 2026, buying an estimated $88.1K and bringing the position to 5,768 shares worth $1.2M. The position accounts for 1.14% of the portfolio, ranked #23.

Helium Advisors first reported a position in AMZN in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.52M in Q4 2024. 5,982 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

Helium Advisors held 5,768 shares of Amazon worth $1.2M as of Q1 2026.
Helium Advisors bought 400 Amazon shares in Q1 2026, an estimated $88.1K.
Amazon made up 1.14% of Helium Advisors's portfolio in Q1 2026, its #23 holding.
Helium Advisors first reported a position in Amazon in Q4 2024 and has held it in 6 quarters since.
Helium Advisors's Amazon position peaked at $2.52M in Q4 2024.
5,982 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Helium Advisors's 13F filing for Q1 2026, filed 5 May 2026.