Holos Integrated Wealth LLC Purchases New Holdings in Amazon.com, Inc. $AMZN

Holos Integrated Wealth LLC acquired a new position in Amazon.com, Inc. (NASDAQ:AMZN) in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund acquired 2,696 shares of the e-commerce giant’s stock, valued at approximately $611,000.

Other large investors have also recently bought and sold shares of the company. Norges Bank bought a new position in Amazon.com in the second quarter valued at about $27,438,011,000. Nuveen LLC acquired a new stake in Amazon.com during the 1st quarter worth $11,674,091,000. Vanguard Group Inc. raised its position in shares of Amazon.com by 2.1% during the 2nd quarter. Vanguard Group Inc. now owns 849,721,601 shares of the e-commerce giant’s stock valued at $186,420,422,000 after acquiring an additional 17,447,045 shares during the last quarter. Laurel Wealth Advisors LLC boosted its position in shares of Amazon.com by 22,085.8% in the 2nd quarter. Laurel Wealth Advisors LLC now owns 12,177,557 shares of the e-commerce giant’s stock worth $2,671,634,000 after purchasing an additional 12,122,668 shares during the last quarter. Finally, Goldman Sachs Group Inc. grew its stake in shares of Amazon.com by 21.3% during the first quarter. Goldman Sachs Group Inc. now owns 57,908,424 shares of the e-commerce giant’s stock worth $11,017,657,000 after purchasing an additional 10,176,835 shares during the period. Institutional investors and hedge funds own 72.20% of the company’s stock.

Amazon.com Trading Down 1.6%

Amazon.com stock opened at $205.37 on Friday. The company has a market cap of $2.20 trillion, a price-to-earnings ratio of 28.64, a P/E/G ratio of 1.54 and a beta of 1.40. The firm has a 50-day moving average of $219.76 and a 200-day moving average of $226.04. The company has a debt-to-equity ratio of 0.16, a current ratio of 1.05 and a quick ratio of 0.88. Amazon.com, Inc. has a one year low of $161.38 and a one year 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 (EPS) for the quarter, missing the consensus estimate of $1.97 by ($0.02). Amazon.com had a return on equity of 21.87% and a net margin of 10.83%.The company had revenue of $213.39 billion for the quarter, compared to the consensus estimate of $211.02 billion. During the same quarter in the previous year, the company posted $1.86 EPS. The business’s revenue was up 13.6% on a year-over-year basis. On average, equities analysts expect that Amazon.com, Inc. will post 6.31 earnings per share for the current fiscal year.

Key Headlines Impacting Amazon.com

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

• Positive Sentiment: AWS doubles down on AI infrastructure — Amazon has agreed to buy 1 million Nvidia GPUs through 2027, signaling massive AWS demand for AI inference and reinforcing AWS’s revenue runway. Read More.
• Positive Sentiment: Delivery automation push — Amazon acquired Rivr, a stair‑climbing delivery‑robot startup, which can reduce last‑mile costs and support scaling of doorstep delivery pilots. This is a strategic operational bet that could lower long‑term delivery costs. Read More.
• Positive Sentiment: Prime Day moved to June — Pulling Prime Day earlier can front‑load sales into Q2, helping near‑term revenue and advertising trends at a time when quarterly momentum matters to investors. That timing shift is being viewed as a tactical way to support quarterly results. Read More.
• Neutral Sentiment: New consumer device strategy — Multiple outlets report Amazon is developing an AI‑centric smartphone codenamed “Transformer” built around Alexa and personalization; the project highlights Amazon’s push to embed services but brings execution risk vs. incumbents. Read More.
• Neutral Sentiment: Alexa+ Europe rollout — Amazon is broadening Alexa+ in the U.K., expanding its AI voice footprint which supports services/retention but is incremental to revenue for now. Read More.
• Negative Sentiment: CapEx and valuation concerns persist — Large AI infrastructure orders and Bezos‑linked fundraising chatter underline heavy spending plans; investors remain worried about margin impact and large capital commitments despite long‑term upside. See ongoing debate over Amazon’s aggressive AI spend. Read More.
• Negative Sentiment: Analyst and insider signals — Wolfe Research trimmed a price target recently and there’s visible insider selling noted in market summaries, which can weigh on near‑term sentiment even amid bullish long‑term analyst views. Read More.

Analyst Upgrades and Downgrades

AMZN has been the topic of several recent analyst reports. Cantor Fitzgerald set a $250.00 price objective on shares of Amazon.com and gave the stock an “overweight” rating in a research note on Friday, February 6th. Morgan Stanley reissued an “overweight” rating and set a $300.00 price target (down from $315.00) on shares of Amazon.com in a research report on Friday, February 6th. Arete Research boosted their price target on shares of Amazon.com from $283.00 to $285.00 and gave the company a “buy” rating in a report on Wednesday, February 11th. DA Davidson reaffirmed a “neutral” rating and set a $175.00 price objective (down from $300.00) on shares of Amazon.com in a research note on Friday, February 6th. Finally, DZ Bank upgraded Amazon.com to a “strong-buy” rating in a report on Friday, February 6th. One investment 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 company’s stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $286.84.

Insider Activity

In other news, CEO Andrew R. Jassy sold 19,872 shares of the company’s stock in a transaction that occurred on Monday, February 23rd. The stock was sold at an average price of $205.18, for a total transaction of $4,077,336.96. Following the sale, the chief executive officer owned 2,238,118 shares in the company, valued at $459,217,051.24. This represents a 0.88% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this link. Also, VP Shelley Reynolds sold 2,695 shares of the stock in a transaction that occurred on Monday, February 23rd. The shares were sold at an average price of $205.90, for a total value of $554,900.50. Following the completion of the sale, the vice president directly owned 119,780 shares of the company’s stock, valued at approximately $24,662,702. The trade was a 2.20% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 71,686 shares of company stock worth $14,688,739. Corporate insiders own 9.70% of the company’s stock.

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.