Amazon.com, Inc. $AMZN Stock Holdings Lowered by WJ Wealth Management LLC

WJ Wealth Management LLC cut its holdings in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 50.7% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 10,686 shares of the e-commerce giant’s stock after selling 11,004 shares during the period. Amazon.com makes up approximately 1.0% of WJ Wealth Management LLC’s holdings, making the stock its 23rd biggest position. WJ Wealth Management LLC’s holdings in Amazon.com were worth $2,346,000 as of its most recent SEC filing.

Several other hedge funds have also recently added to or reduced their stakes in AMZN. Fairway Wealth LLC boosted its stake in shares of Amazon.com by 113.2% during the 3rd quarter. Fairway Wealth LLC now owns 113 shares of the e-commerce giant’s stock worth $25,000 after acquiring an additional 60 shares in the last quarter. Sellwood Investment Partners LLC bought a new stake in Amazon.com in the third quarter valued at $27,000. Bridge Generations Wealth Management LLC raised its stake in Amazon.com by 2,330.0% during the third quarter. Bridge Generations Wealth Management LLC now owns 243 shares of the e-commerce giant’s stock worth $53,000 after acquiring an additional 233 shares in the last quarter. Cooksen Wealth LLC increased its position 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 purchasing an additional 47 shares in the last quarter. Finally, PayPay Securities Corp grew its position in Amazon.com by 62.3% during the 3rd quarter. PayPay Securities Corp now owns 250 shares of the e-commerce giant’s stock worth $55,000 after acquiring an additional 96 shares during the last quarter. Institutional investors and hedge funds own 72.20% of the company’s stock.

Key Headlines Impacting Amazon.com

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

• Positive Sentiment: AWS commits to massive AI capacity — Amazon’s cloud unit agreed to buy 1 million Nvidia GPUs through 2027, strengthening AWS’s AI compute lead and supporting revenue/market-share upside for Bedrock and inference services. Nvidia to sell 1 million chips to Amazon by end of 2027 in cloud deal
• Positive Sentiment: Street praise: Evercore named AMZN its #1 large-cap pick for 2026 (with a $285 target), citing strong AWS AI-driven revenue growth — a bullish signal for medium-term analyst sentiment. Evercore Names Amazon (AMZN) Stock Its #1 Large-Cap Pick for 2026
• Positive Sentiment: Operational / delivery automation: Amazon acquired Rivr (stair‑climbing delivery robots) to accelerate last‑mile robotics tests, which could reduce delivery costs and support margin gains over time. Amazon acquires startup Rivr to test robots for ‘doorstep delivery’
• Positive Sentiment: Near‑term revenue catalyst: MarketBeat reports Amazon is moving Prime Day into June to pull demand into Q2 — a tactical move that could boost near‑term sales, advertising revenue and investor sentiment if execution is strong. Amazon’s Prime Day Shift: Why Moving It to June Matters
• Neutral Sentiment: Product roadmap: Reuters reports Amazon is developing an AI‑integrated smartphone codenamed “Transformer” to extend Alexa as a continuous mobile touchpoint — promising strategically but high execution risk given Amazon’s prior Fire Phone failure. Exclusive: Amazon plans smartphone comeback more than a decade after Fire Phone flop
• Neutral Sentiment: Voice/AI rollout: Alexa+ is debuting in the U.K., an incremental product expansion that supports international AI services adoption but is not an immediate financial inflection. Amazon Chooses UK for Alexa+ European Debut
• Negative Sentiment: Logistics uncertainty: Amazon says USPS “walked away” from talks and reports indicate plans to cut USPS volume materially — a shift that could raise last‑mile costs and disrupt logistics planning near term. Amazon says U.S. Postal Service ‘walked away at the eleventh hour’ in negotiations
• Negative Sentiment: Legal/cloud risk: Reports that Microsoft may consider legal action over a large Amazon–OpenAI cloud tie‑up introduce execution and contract risk for AWS and could create regulatory/contract uncertainty. Microsoft (MSFT) Threatens Lawsuit as OpenAI Signs Massive $50B Amazon Cloud Partnership
• Negative Sentiment: Analyst/valuation noise: Wolfe Research trimmed its price target slightly ($255 → $250), a modest downtick that can temper near‑term sentiment even as most coverage remains bullish. Wolfe Research Adjusts Price Target on Amazon.com to $250 from $255; Maintains Outperform Rating

Analyst Ratings Changes

A number of research firms recently weighed in on AMZN. Telsey Advisory Group reaffirmed an “outperform” rating and set a $300.00 price target on shares of Amazon.com in a report on Friday, February 6th. Daiwa Securities Group decreased their target price on Amazon.com from $300.00 to $280.00 and set a “buy” rating on the stock in a report on Wednesday, February 11th. DA Davidson restated a “neutral” rating and issued a $175.00 target price (down from $300.00) on shares of Amazon.com in a research note on Friday, February 6th. Roth Mkm reaffirmed a “buy” rating and issued a $295.00 price target (up from $270.00) on shares of Amazon.com in a report on Monday, January 26th. Finally, Needham & Company LLC reiterated a “buy” rating and set a $265.00 price target on shares of Amazon.com in a research report on Tuesday. One research analyst has rated the stock with a Strong Buy rating, fifty-three have assigned a Buy rating and four have given a Hold rating to the company. According to MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $286.84.

Insider Transactions at Amazon.com

In other Amazon.com news, CEO Andrew R. Jassy sold 19,872 shares of the firm’s stock in a transaction dated 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 transaction, the chief executive officer owned 2,238,118 shares in the company, valued at approximately $459,217,051.24. This trade represents a 0.88% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CEO Douglas J. Herrington sold 6,835 shares of the business’s stock in a transaction dated Monday, February 23rd. The stock was sold at an average price of $205.82, for a total value of $1,406,779.70. Following the transaction, the chief executive officer owned 522,361 shares of the company’s stock, valued at $107,512,341.02. The trade was a 1.29% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have sold 71,686 shares of company stock valued at $14,688,739. Corporate insiders own 9.70% of the company’s stock.

Amazon.com Trading Down 0.5%

AMZN opened at $208.86 on Friday. The firm has a 50 day simple moving average of $220.60 and a 200 day simple moving average of $226.19. Amazon.com, Inc. has a fifty-two week low of $161.38 and a fifty-two week high of $258.60. The company has a market cap of $2.24 trillion, a price-to-earnings ratio of 29.13, a price-to-earnings-growth ratio of 1.57 and a beta of 1.40. 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 (NASDAQ:AMZN) last released its earnings results on Thursday, February 5th. The e-commerce giant reported $1.95 EPS for the quarter, missing analysts’ consensus estimates of $1.97 by ($0.02). The business 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%.Amazon.com’s revenue was up 13.6% on a year-over-year basis. During the same period in the prior year, the firm posted $1.86 EPS. On average, sell-side analysts anticipate that Amazon.com, Inc. will post 6.31 earnings per share for the current 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.