AE Wealth Management LLC Has $301.07 Million Position in Amazon.com, Inc. $AMZN

AE Wealth Management LLC increased its holdings in Amazon.com, Inc. (NASDAQ:AMZN) by 12.7% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,371,192 shares of the e-commerce giant’s stock after purchasing an additional 154,672 shares during the quarter. Amazon.com accounts for 1.9% of AE Wealth Management LLC’s holdings, making the stock its 7th biggest position. AE Wealth Management LLC’s holdings in Amazon.com were worth $301,072,000 as of its most recent SEC filing.

A number of other large investors have also recently added to or reduced their stakes in AMZN. Fairway Wealth LLC boosted its stake in Amazon.com by 113.2% in the 3rd quarter. Fairway Wealth LLC now owns 113 shares of the e-commerce giant’s stock worth $25,000 after purchasing an additional 60 shares during the period. Sellwood Investment Partners LLC acquired a new stake in shares of Amazon.com in the third quarter worth $27,000. Cooksen Wealth LLC grew its holdings in shares of Amazon.com by 23.5% during the second quarter. Cooksen Wealth LLC now owns 247 shares of the e-commerce giant’s stock valued at $54,000 after buying an additional 47 shares in the last quarter. PayPay Securities Corp raised its position in Amazon.com by 62.3% during the third quarter. PayPay Securities Corp now owns 250 shares of the e-commerce giant’s stock valued at $55,000 after buying an additional 96 shares during the period. Finally, Access Investment Management LLC purchased a new stake in Amazon.com in the 2nd quarter worth about $74,000. 72.20% of the stock is currently owned by institutional investors.

Insider Activity at Amazon.com

In other Amazon.com news, CEO Douglas J. Herrington sold 4,784 shares of Amazon.com stock in a transaction on Tuesday, February 17th. The shares were sold at an average price of $198.37, for a total transaction of $949,002.08. Following the sale, the chief executive officer owned 512,109 shares in the company, valued at $101,587,062.33. The trade was a 0.93% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, CEO Matthew S. Garman sold 17,768 shares of the stock in a transaction on Friday, November 21st. The shares were sold at an average price of $216.90, for a total transaction of $3,853,879.20. Following the completion of the transaction, the chief executive officer owned 6,273 shares of the company’s stock, valued at approximately $1,360,613.70. This represents a 73.91% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 45,924 shares of company stock worth $9,904,963. 9.70% of the stock is owned by corporate insiders.

Amazon.com Stock Performance

NASDAQ:AMZN opened at $204.79 on Thursday. The firm’s 50-day moving average is $229.05 and its 200-day moving average is $228.31. The company has a market cap of $2.20 trillion, a price-to-earnings ratio of 28.56, a PEG ratio of 1.29 and a beta of 1.37. The company has a debt-to-equity ratio of 0.16, a quick ratio of 0.88 and a current ratio of 1.05. 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, February 5th. The e-commerce giant reported $1.95 earnings per share for the quarter, missing analysts’ consensus estimates of $1.97 by ($0.02). The firm had revenue of $213.39 billion for the quarter, compared to analyst estimates of $211.02 billion. Amazon.com had a return on equity of 21.87% and a net margin of 10.83%.The firm’s quarterly revenue was up 13.6% compared to the same quarter last year. During the same period last year, the business earned $1.86 earnings per share. Equities research analysts anticipate that Amazon.com, Inc. will post 6.31 earnings per share for the current year.

Trending Headlines about Amazon.com

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

• Positive Sentiment: Large potential cloud revenue tail — analysis shows Anthropic expects to pay cloud partners at least $80 billion through 2029, a meaningful demand signal for AWS infrastructure and a long-term revenue stream for Amazon. Anthropic to pay cloud partners $80B
• Positive Sentiment: Investor endorsements and bullish analysis on AI upside — some prominent value investors (e.g., Baupost’s Seth Klarman) have added to Amazon positions and several analysts argue AWS + retail AI monetization are underappreciated, supporting upside expectations for AMZN. Klarman piling into Amazon
• Neutral Sentiment: New product/market initiatives — Amazon is reported to be working on an AI content marketplace for publishers (AWS-led) and planning additional big-box retail locations near Chicago; both expand addressable markets but are early-stage for material near-term earnings impact. AI content marketplace Big-box store plan
• Negative Sentiment: Major shareholder selling: Berkshire Hathaway sharply reduced its AMZN stake (≈77% cut), a headline that has pressured sentiment and fed fear around Amazon’s capital allocation/valuation. Berkshire cuts Amazon stake
• Negative Sentiment: AI spending jitters and CapEx guidance — investor concern about Amazon’s guidance for roughly $200 billion in 2026 CapEx (to scale AI, custom silicon, robotics and data centers) continues to weigh on the multiple and short-term sentiment. CapEx and losing streak
• Negative Sentiment: Fund/hedge adjustments and selloff narrative — several funds (Third Point, Appaloosa, others) trimmed Amazon positions amid a broader tech rotation; the stock has been through an extended selling streak that magnified volatility. Third Point trims Amazon
• Negative Sentiment: Operational R&D setback — Amazon halted its “Blue Jay” warehouse robot project after only months, a signal that some tech/automation bets may not pay off quickly and that R&D execution risk remains. Blue Jay project halted
• Neutral Sentiment: Insider sale disclosure — CEO Douglas Herrington sold a small block of shares (4,784) recently; the trade is material for disclosure but small relative to total insider holdings. SEC Form 4

Wall Street Analysts Forecast Growth

AMZN has been the subject of a number of research analyst reports. Wolfe Research reissued an “outperform” rating and issued a $275.00 price target on shares of Amazon.com in a research report on Monday, January 5th. CICC Research boosted their price target on shares of Amazon.com from $240.00 to $280.00 and gave the company an “outperform” rating in a report on Wednesday, November 5th. Scotiabank reaffirmed an “outperform” rating and set a $275.00 price target (down from $300.00) on shares of Amazon.com in a research note on Friday, February 6th. Loop Capital upped their price objective on shares of Amazon.com from $300.00 to $360.00 and gave the stock a “buy” rating in a report on Tuesday, November 18th. Finally, Rosenblatt Securities lowered their price target on Amazon.com from $305.00 to $296.00 and set a “buy” rating on the stock in a report on Friday, February 6th. One analyst has rated the stock with a Strong Buy rating, fifty-three have given a Buy rating and four have assigned a Hold rating to the stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $287.30.

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.