Amazon.com, Inc. $AMZN is Concurrent Investment Advisors LLC’s 7th Largest Position

Concurrent Investment Advisors LLC lifted its stake in Amazon.com, Inc. (NASDAQ:AMZN) by 54.9% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 645,885 shares of the e-commerce giant’s stock after purchasing an additional 228,915 shares during the quarter. Amazon.com comprises about 1.7% of Concurrent Investment Advisors LLC’s portfolio, making the stock its 7th largest holding. Concurrent Investment Advisors LLC’s holdings in Amazon.com were worth $149,083,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Fairway Wealth LLC raised its position in shares of Amazon.com by 113.2% in the 3rd quarter. Fairway Wealth LLC now owns 113 shares of the e-commerce giant’s stock valued at $25,000 after purchasing an additional 60 shares during the last quarter. Sellwood Investment Partners LLC purchased a new position in Amazon.com during the 3rd quarter worth approximately $27,000. Bridge Generations Wealth Management LLC raised its position in Amazon.com by 2,330.0% during the 3rd quarter. Bridge Generations Wealth Management LLC now owns 243 shares of the e-commerce giant’s stock worth $53,000 after buying an additional 233 shares during the last quarter. Cooksen Wealth LLC raised its position in 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, Harbor Investment Advisory LLC raised its position in Amazon.com by 2.4% during the 4th quarter. Harbor Investment Advisory LLC now owns 309,697 shares of the e-commerce giant’s stock worth $71,000 after buying an additional 7,329 shares during the last quarter. 72.20% of the stock is owned by hedge funds and other institutional investors.

Amazon.com News Summary

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

• Positive Sentiment: Wall Street analysts raised earnings expectations and price targets, citing strong grocery delivery and AWS/cloud growth. Amazon (AMZN) Stock: Wall Street Analysts Raise Targets on Grocery Delivery and Cloud Expansion
• Positive Sentiment: Amazon continues to lean into AI, including a shift toward an AI-powered Alexa shopping assistant and broader agentic commerce ambitions, which supports the growth narrative. Amazon Unveils AI Search Overhaul To Defend Online Shopping Dominance
• Positive Sentiment: Technical coverage noted Amazon remains above a key breakout level, suggesting the stock’s chart trend is still constructive. Amazon Holds Breakout Above $252
• Positive Sentiment: Investor interest remains strong, with reports highlighting bullish commentary from prominent funds and analysts, plus added attention from high-profile holders. Trump went big on tech stocks in first quarter of 2026, new filings show
• Neutral Sentiment: Amazon remains a major focus of market commentary because of its AI spending, cloud expansion, and growing role in digital advertising, but these articles are mostly thematic rather than immediate stock-moving catalysts.

Insider Activity

In other news, CEO Douglas J. Herrington sold 27,500 shares of the firm’s stock in a transaction that occurred on Monday, May 4th. The shares were sold at an average price of $275.00, for a total transaction of $7,562,500.00. Following the sale, the chief executive officer owned 471,361 shares of the company’s stock, valued at $129,624,275. This trade represents a 5.51% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP David Zapolsky sold 10,649 shares of the firm’s stock in a transaction that occurred on Tuesday, February 24th. The stock was sold at an average price of $205.43, for a total transaction of $2,187,624.07. Following the sale, the senior vice president directly owned 41,190 shares in the company, valued at $8,461,661.70. The trade was a 20.54% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 190,593 shares of company stock worth $46,081,241 over the last 90 days. Company insiders own 8.90% of the company’s stock.

Analysts Set New Price Targets

A number of equities analysts have issued reports on AMZN shares. Evercore raised their price target on shares of Amazon.com from $285.00 to $315.00 and gave the stock an “outperform” rating in a research report on Thursday, April 30th. Weiss Ratings raised shares of Amazon.com from a “buy (b-)” rating to a “buy (b)” rating in a research report on Wednesday, May 6th. Argus reissued a “buy” rating and set a $325.00 price target on shares of Amazon.com in a research report on Friday, February 6th. Piper Sandler reissued an “overweight” rating and set a $315.00 price target (up from $260.00) on shares of Amazon.com in a research report on Thursday, April 30th. Finally, BMO Capital Markets raised their price target on shares of Amazon.com from $310.00 to $315.00 and gave the stock an “outperform” rating in a research report on Thursday, April 23rd. Fifty-seven analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $312.52.

Amazon.com Price Performance

Shares of NASDAQ AMZN opened at $264.14 on Friday. The stock has a market capitalization of $2.84 trillion, a price-to-earnings ratio of 31.60, a PEG ratio of 1.98 and a beta of 1.46. Amazon.com, Inc. has a 12 month low of $196.00 and a 12 month high of $278.56. The firm’s 50 day simple moving average is $234.47 and its 200-day simple moving average is $230.67. The company has a debt-to-equity ratio of 0.27, a current ratio of 1.18 and a quick ratio of 1.01.

Amazon.com (NASDAQ:AMZN) last issued its quarterly earnings data on Wednesday, April 29th. The e-commerce giant reported $2.78 EPS for the quarter, topping analysts’ consensus estimates of $1.63 by $1.15. The business had revenue of $181.52 billion for the quarter, compared to analysts’ expectations of $177.28 billion. Amazon.com had a net margin of 12.22% and a return on equity of 19.92%. The business’s revenue was up 16.6% on a year-over-year basis. During the same quarter last year, the company earned $1.59 EPS. Analysts expect that Amazon.com, Inc. will post 7.71 EPS for the current 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.