AMZN — AMAZON COM INC

Ownership history in WILLNER & HELLER, LLC  ·  12 quarters on record

This page tracks every 13F SEC filing in which WILLNER & HELLER, LLC reported a position in AMAZON COM INC (AMZN). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.58% (2024 Q4)
Avg. % of fund
2.31%
First filed
2022 Q1
Last filed
2025 Q4
Quarters held
12
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 13,543 -64 -0.5% 2.25% $3.1M $230.82
2025 Q3 ADDED 13,607 +163 +1.2% 2.29% $3.0M $219.57
2025 Q2 REDUCED 13,444 -274 -2.0% 2.48% $2.9M $219.39
2025 Q1 ADDED 13,718 +315 +2.4% 2.41% $2.6M $190.26
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    AMZN price (monthly, adj. close)

Other funds also holding AMZN

As of 2025 Q4 — sorted by position size

I.G.Y. Ltd 3Y 44.57% Skye Global Management LP 3Y 7Y 38.22% BRIGHTON JONES LLC 3Y 7Y 34.08% ALTAROCK PARTNERS LP 3Y 7Y 33.1% BSN Capital Partners Ltd 3Y 30.13% Nellore Capital Management LLC 3Y 26.28% Kapitalo Investimentos Ltda 24.95% Spark Investment Management LLC 3Y 7Y 24.81% CRITERIA CAIXA, S.A.U. 22.38% MILLER WEALTH ADVISORS, LLC 3Y 21.5%
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