Institute for Wealth Management LLC. Has $18.62 Million Stock Position in Amazon.com, Inc. $AMZN

Institute for Wealth Management LLC. lowered its stake in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 5.6% during the 3rd quarter, according to its most recent filing with the SEC. The firm owned 84,792 shares of the e-commerce giant’s stock after selling 5,044 shares during the period. Amazon.com makes up approximately 1.9% of Institute for Wealth Management LLC.’s holdings, making the stock its 4th biggest position. Institute for Wealth Management LLC.’s holdings in Amazon.com were worth $18,618,000 as of its most recent SEC filing.

A number of other large investors have also recently made changes to their positions in the stock. Brighton Jones LLC lifted its holdings in shares of Amazon.com by 10.9% during the 4th quarter. Brighton Jones LLC now owns 4,036,091 shares of the e-commerce giant’s stock valued at $885,478,000 after buying an additional 397,007 shares during the period. Revolve Wealth Partners LLC increased its position in Amazon.com by 4.1% during the fourth quarter. Revolve Wealth Partners LLC now owns 25,045 shares of the e-commerce giant’s stock valued at $5,495,000 after acquiring an additional 986 shares during the last quarter. Bank Pictet & Cie Europe AG lifted its holdings in Amazon.com by 2.8% in the fourth quarter. Bank Pictet & Cie Europe AG now owns 2,016,869 shares of the e-commerce giant’s stock valued at $442,481,000 after acquiring an additional 54,987 shares during the period. Highview Capital Management LLC DE lifted its holdings in Amazon.com by 5.5% in the fourth quarter. Highview Capital Management LLC DE now owns 28,975 shares of the e-commerce giant’s stock valued at $6,357,000 after acquiring an additional 1,518 shares during the period. Finally, Liberty Square Wealth Partners LLC purchased a new position in Amazon.com in the fourth quarter worth about $2,153,000. 72.20% of the stock is currently owned by institutional investors.

More Amazon.com News

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

• Positive Sentiment: AWS wins and enterprise AI deals bolster growth visibility — AUMOVIO picked AWS as its preferred cloud to accelerate autonomous-vehicle development, highlighting continued enterprise demand for AWS AI/cloud services. Autonomous Vehicle Developer AUMOVIO to Use AWS Cloud and AI Capabilities
• Positive Sentiment: Alexa+ web push intensifies AI competition and monetization paths — Amazon launched browser-based Alexa+ (Alexa.com) to compete with ChatGPT/Gemini, expanding AI reach beyond devices and supporting the narrative of higher future engagement and ad/commerce monetization. Amazon lets some users chat with Alexa+ on the web in bid to take on ChatGPT
• Positive Sentiment: Analyst upgrades and price-target lifts reinforce upside — Jefferies and other sell‑side calls have raised targets/ratings on AMZN, reflecting confidence in AWS reacceleration, ad growth and AI monetization which supports the rally. AMZN, GOOGL: Jefferies Top Analyst Boosts Price Targets on Amazon and Alphabet Stocks
• Positive Sentiment: Ads and cloud momentum cited as core bull case — Coverage and commentary highlight Amazon’s ad business closing gaps with peers and AWS reacceleration as primary profit drivers, supporting multiple expansion. Why These 3 Mega-Caps Could Still Surprise Investors in 2026
• Neutral Sentiment: New product launches and partner ecosystem updates — Third‑party tools (atom11 Ads copilot) and integrations (TomTom/Alexa in‑vehicle work, Zenity on AWS Marketplace) expand the ecosystem but are incremental to core revenue today. atom11 Launches Neo, Award-Winning Amazon Ads Copilot for Amazon Sellers
• Neutral Sentiment: Ring expands into commercial surveillance — New Ring trailers for parking lots can add revenue but raise privacy/regulatory considerations; impact is modest vs. AWS/ads. Amazon’s Ring Unit Debuts Surveillance Trailers for Parking Lots
• Negative Sentiment: Merchant backlash over AI shopping tool (Shop Direct) raises operational and reputational risk — Some retailers say Amazon scraped listings and listed their products without permission, creating potential reseller friction or regulatory scrutiny for the new shopping agents. Amazon’s AI shopping tool sparks backlash from online retailers that didn’t want websites scraped
• Negative Sentiment: Large FTC settlement payout underway — Amazon is distributing checks as part of a reported $2.5 billion FTC settlement, a material cash outflow and negative near-term headline. Amazon is cutting checks to millions of customers as part of a $2.5 billion FTC settlement. Here’s who qualifies and how to get paid
• Negative Sentiment: Price‑gouging lawsuit allowed to proceed — A federal judge denied Amazon’s motion to dismiss a COVID-era price‑gouging suit; continued litigation adds legal risk and potential liabilities. Amazon must face price gouging lawsuit, US judge rules

Insider Activity

In other Amazon.com news, CEO Matthew S. Garman sold 17,768 shares of Amazon.com stock in a transaction on Friday, November 21st. The shares were sold at an average price of $216.90, for a total value of $3,853,879.20. Following the sale, the chief executive officer directly owned 6,273 shares in the company, valued at approximately $1,360,613.70. The trade was a 73.91% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, Director Daniel P. Huttenlocher sold 1,237 shares of the stock in a transaction dated Thursday, November 20th. The shares were sold at an average price of $226.61, for a total transaction of $280,316.57. Following the transaction, the director directly owned 26,148 shares of the company’s stock, valued at $5,925,398.28. This trade represents a 4.52% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 79,734 shares of company stock valued at $18,534,017. Company insiders own 10.80% of the company’s stock.

Analysts Set New Price Targets

Several equities analysts have recently weighed in on AMZN shares. BMO Capital Markets increased their price objective on shares of Amazon.com from $300.00 to $304.00 and gave the stock an “outperform” rating in a research note on Tuesday, December 16th. Rothschild Redb downgraded shares of Amazon.com from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, November 18th. The Goldman Sachs Group boosted their price objective on shares of Amazon.com from $240.00 to $275.00 and gave the company a “buy” rating in a research report on Friday, October 3rd. Evercore ISI reaffirmed an “outperform” rating on shares of Amazon.com in a report on Monday. Finally, Raymond James Financial lifted their target price on Amazon.com from $230.00 to $275.00 and gave the company an “outperform” rating in a research report on Friday, October 31st. One equities research analyst has rated the stock with a Strong Buy rating, fifty-six have given a Buy rating and four have assigned a Hold rating to the company. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $296.21.

Amazon.com Price Performance

Shares of Amazon.com stock opened at $240.95 on Wednesday. The company has a market capitalization of $2.58 trillion, a price-to-earnings ratio of 34.03, a PEG ratio of 1.46 and a beta of 1.37. The company has a quick ratio of 0.80, a current ratio of 1.01 and a debt-to-equity ratio of 0.14. The stock’s 50-day simple moving average is $232.46 and its 200-day simple moving average is $227.23. Amazon.com, Inc. has a 52 week low of $161.38 and a 52 week high of $258.60.

Amazon.com (NASDAQ:AMZN) last released its earnings results on Thursday, October 30th. The e-commerce giant reported $1.95 earnings per share (EPS) for the quarter, topping 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 firm 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 earnings per share. The firm’s revenue was up 13.4% on a year-over-year basis. As a group, analysts expect that Amazon.com, Inc. will post 6.31 earnings per share for the current fiscal year.

Amazon.com Profile

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.