Amazon.com, Inc. $AMZN is Baldwin Wealth Partners LLC MA’s 6th Largest Position

Baldwin Wealth Partners LLC MA reduced its stake in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 1.3% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 339,527 shares of the e-commerce giant’s stock after selling 4,429 shares during the period. Amazon.com accounts for about 4.9% of Baldwin Wealth Partners LLC MA’s portfolio, making the stock its 6th largest holding. Baldwin Wealth Partners LLC MA’s holdings in Amazon.com were worth $74,550,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds and other institutional investors have also recently made changes to their positions in the stock. Carderock Capital Management Inc. acquired a new stake in Amazon.com during the second quarter worth about $27,000. Maryland Capital Advisors Inc. grew its stake in shares of Amazon.com by 81.9% in the 2nd quarter. Maryland Capital Advisors Inc. now owns 211 shares of the e-commerce giant’s stock valued at $46,000 after buying an additional 95 shares during the period. Ryan Investment Management Inc. purchased a new stake in shares of Amazon.com in the 2nd quarter valued at approximately $48,000. Cooksen Wealth LLC increased its holdings in shares of Amazon.com by 23.5% during the 2nd quarter. Cooksen Wealth LLC now owns 247 shares of the e-commerce giant’s stock worth $54,000 after buying an additional 47 shares during the last quarter. Finally, Access Investment Management LLC purchased a new stake in shares of Amazon.com during the 2nd quarter valued at approximately $74,000. Institutional investors and hedge funds own 72.20% of the company’s stock.

More Amazon.com News

Here are the key news stories impacting Amazon.com this week:

• Positive Sentiment: Analysts and retail outlets are pitching Amazon as a buy heading into 2026 on expected cloud demand and AI-driven data center spending; this supportive narrative is helping sentiment. Is Amazon Stock a Buy Ahead of 2026?
• Positive Sentiment: Long-term bulls list AMZN among top “buy and hold” or top Magnificent Seven picks for 2026 because of AWS scale and retail cash generation — a reason investors accumulate on weakness. If I Could Buy Only 1 “Magnificent Seven” Stock in 2026, This Would Be It
• Positive Sentiment: Sector‑wide rebound in tech and easing AI fears helped AMZN get a lift in a thin holiday market, per analysts noting improving sentiment for large cloud names. The Zacks Analyst Blog Analog Devices, Amazon.com and Fortive
• Neutral Sentiment: Pieces comparing Amazon to Microsoft frame AMZN as a core cloud/AI play but stress tradeoffs (retail exposure, capex) — useful for positioning but not a clear near‑term price catalyst. Amazon vs. Microsoft: Which Stock Is a Better Buy for 2026 and Beyond?
• Neutral Sentiment: Market commentary notes AMZN’s unique mix (retail + AWS) and underperformance vs. peers; that creates both upside if cloud execution accelerates and vulnerability if it lags. Tech Corner: AMZN Underperformance & Unique Outlook
• Negative Sentiment: NVIDIA’s $20B Groq deal tightens competition for low‑latency inference hardware — a development that could raise AWS infrastructure costs or force Amazon to accelerate capex to stay competitive. This is a material industry risk for AMZN’s cloud franchise. NVIDIA’s $20B Groq Deal Is a Warning Shot to AI Rivals (AMZN)
• Negative Sentiment: Operational risk resurfaced after an AWS outage on Dec. 24, reigniting concerns about cloud reliability and monopoly risks — outages can spur customer migrations or pricing pressure. Amazon Web Service’s Christmas Eve Outage Reignites Concerns Over Cloud Monopoly Risks
• Negative Sentiment: Critical takes and warnings highlight valuation/operational flags and note some institutional selling — items that could pressure near‑term price action if they gather momentum. Amazon Stock Faces Dangers – Here Are Some Warning Signs

Analyst Upgrades and Downgrades

AMZN has been the subject of several recent analyst reports. Evercore ISI raised their target price on Amazon.com from $280.00 to $335.00 and gave the stock an “outperform” rating in a research note on Friday, October 31st. Mizuho lowered shares of Amazon.com from a “strong-buy” rating to a “hold” rating in a report on Tuesday, November 18th. Daiwa Capital Markets increased their target price on shares of Amazon.com from $254.00 to $300.00 and gave the stock a “buy” rating in a research note on Tuesday, November 11th. Guggenheim upgraded shares of Amazon.com to a “strong-buy” rating in a research report on Wednesday, December 10th. Finally, Arete Research upped their price objective on shares of Amazon.com from $248.00 to $253.00 and gave the stock a “buy” rating in a report on Monday, October 27th. Two investment analysts have rated the stock with a Strong Buy rating, fifty-six have issued a Buy rating and three have given a Hold rating to the company. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $295.50.

Insider Activity at Amazon.com

In related news, Director Jonathan Rubinstein sold 8,173 shares of the stock in a transaction on Friday, October 31st. The stock was sold at an average price of $250.03, for a total value of $2,043,495.19. Following the transaction, the director owned 80,030 shares of the company’s stock, valued at $20,009,900.90. This represents a 9.27% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink. Also, CEO Andrew R. Jassy sold 19,872 shares of the firm’s stock in a transaction on Friday, November 21st. The shares were sold at an average price of $216.94, for a total value of $4,311,031.68. Following the completion of the sale, the chief executive officer owned 2,208,310 shares in the company, valued at approximately $479,070,771.40. This represents a 0.89% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 82,234 shares of company stock worth $19,076,767 over the last ninety days. 9.70% of the stock is currently owned by insiders.

Amazon.com Price Performance

Shares of NASDAQ AMZN opened at $232.52 on Friday. The company has a debt-to-equity ratio of 0.14, a current ratio of 1.01 and a quick ratio of 0.80. The company has a market cap of $2.49 trillion, a price-to-earnings ratio of 32.84, a price-to-earnings-growth ratio of 1.60 and a beta of 1.37. The stock’s 50-day moving average is $231.09 and its two-hundred day moving average is $226.18. Amazon.com, Inc. has a 1-year low of $161.38 and a 1-year high of $258.60.

Amazon.com (NASDAQ:AMZN) last announced its quarterly earnings data on Thursday, October 30th. The e-commerce giant reported $1.95 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.57 by $0.38. Amazon.com had a return on equity of 23.62% and a net margin of 11.06%.The business had revenue of $180.17 billion during the quarter, compared to analysts’ expectations of $177.53 billion. During the same quarter last year, the business posted $1.43 EPS. The business’s quarterly revenue was up 13.4% compared to the same quarter last year. Analysts forecast that Amazon.com, Inc. will post 6.31 EPS for the current fiscal year.

About Amazon.com

Amazon.com, Inc is a diversified technology and retail company best known for its e-commerce marketplace and broad portfolio of consumer and enterprise services. Founded by Jeff Bezos in 1994 and headquartered in Seattle, Washington, the company launched as an online bookseller and expanded into a global retail platform that sells products directly to consumers and provides a marketplace for third-party sellers. Over time Amazon has grown beyond retail into areas including cloud computing, digital media, devices and logistics.

Key businesses and offerings include Amazon’s online marketplace and fulfillment services, the Amazon Prime membership program (which bundles expedited shipping with streaming and other benefits), Amazon Web Services (AWS) which supplies on-demand cloud computing and storage to businesses and public-sector customers, and a range of content and advertising services such as Prime Video and Amazon Advertising.