Montag A & Associates Inc. Has $39.11 Million Stock Holdings in Amazon.com, Inc. $AMZN

Montag A & Associates Inc. lowered its holdings in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 2.2% during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 187,786 shares of the e-commerce giant’s stock after selling 4,148 shares during the quarter. Amazon.com accounts for about 1.8% of Montag A & Associates Inc.’s portfolio, making the stock its 7th biggest position. Montag A & Associates Inc.’s holdings in Amazon.com were worth $39,110,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also modified their holdings of the company. MilWealth Group LLC boosted its holdings in shares of Amazon.com by 79.0% in the fourth quarter. MilWealth Group LLC now owns 179 shares of the e-commerce giant’s stock valued at $41,000 after buying an additional 79 shares during the period. Lifetime Wealth Management P.C. acquired a new stake in shares of Amazon.com during the fourth quarter worth $45,000. Elkhorn Partners Limited Partnership lifted its position in Amazon.com by 900.0% in the 4th quarter. Elkhorn Partners Limited Partnership now owns 200 shares of the e-commerce giant’s stock valued at $46,000 after acquiring an additional 180 shares in the last quarter. Fairway Wealth LLC boosted its stake in Amazon.com by 95.6% in the 4th quarter. Fairway Wealth LLC now owns 221 shares of the e-commerce giant’s stock worth $51,000 after purchasing an additional 108 shares during the period. Finally, Prudent Man Investment Management Inc. boosted its stake in Amazon.com by 87.7% in the 4th quarter. Prudent Man Investment Management Inc. now owns 229 shares of the e-commerce giant’s stock worth $53,000 after purchasing an additional 107 shares during the period. 72.20% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling at Amazon.com

In other Amazon.com news, CEO Matthew S. Garman sold 15,467 shares of the stock in a transaction on Thursday, May 21st. The shares were sold at an average price of $263.40, for a total value of $4,074,007.80. Following the completion of the sale, the chief executive officer owned 14,159 shares in the company, valued at $3,729,480.60. This trade represents a 52.21% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Andrew R. Jassy sold 31,352 shares of Amazon.com stock in a transaction dated Monday, May 4th. The shares were sold at an average price of $275.00, for a total transaction of $8,621,800.00. Following the completion of the transaction, the chief executive officer directly owned 2,175,766 shares of the company’s stock, valued at approximately $598,335,650. This trade represents a 1.42% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 144,274 shares of company stock valued at $38,716,204 in the last 90 days. Company insiders own 8.90% of the company’s stock.

Amazon.com Stock Performance

Shares of NASDAQ AMZN opened at $247.27 on Friday. The company has a debt-to-equity ratio of 0.27, a quick ratio of 1.01 and a current ratio of 1.18. The stock has a 50 day moving average price of $250.83 and a 200 day moving average price of $235.93. The stock has a market capitalization of $2.66 trillion, a PE ratio of 29.58, a price-to-earnings-growth ratio of 1.84 and a beta of 1.46. Amazon.com, Inc. has a 52 week low of $196.00 and a 52 week high of $278.56.

Amazon.com (NASDAQ:AMZN) last posted its quarterly earnings results on Wednesday, April 29th. The e-commerce giant reported $2.78 earnings per share for the quarter, topping the consensus estimate of $1.63 by $1.15. The firm had revenue of $181.52 billion for the quarter, compared to analyst estimates of $177.28 billion. Amazon.com had a return on equity of 19.92% and a net margin of 12.22%.The business’s quarterly revenue was up 16.6% on a year-over-year basis. During the same quarter in the previous year, the firm earned $1.59 EPS. Analysts predict that Amazon.com, Inc. will post 7.75 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

AMZN has been the subject of several recent research reports. Canaccord Genuity Group upped their price objective on Amazon.com from $300.00 to $330.00 and gave the stock a “buy” rating in a research report on Thursday, April 30th. Tigress Financial boosted their target price on Amazon.com from $305.00 to $315.00 and gave the company a “buy” rating in a research note on Wednesday, March 25th. JPMorgan Chase & Co. reaffirmed a “buy” rating on shares of Amazon.com in a research note on Friday, June 26th. Robert W. Baird lifted their price objective on shares of Amazon.com from $285.00 to $300.00 and gave the company an “outperform” rating in a report on Thursday, April 30th. Finally, Moffett Nathanson boosted their price objective on shares of Amazon.com from $283.00 to $288.00 and gave the stock a “buy” rating in a research report on Tuesday, April 7th. Fifty-seven equities research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $312.76.

Key Headlines Impacting Amazon.com

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

• Positive Sentiment: Amazon’s AWS and AI spend remain a major growth story, with reports of a roughly $200 billion 2026 AI investment plan and large future commitments for Trainium chips supporting the bullish thesis. Andy Jassy Says Amazon’s Chip Business Already Has $225 Billion in Commitments
• Positive Sentiment: Analysts remained upbeat on Amazon, with fresh coverage and higher targets pointing to continued confidence in AWS re-acceleration and AI-driven earnings growth. KeyBanc Raises Amazon Stock’s Price Target Ahead of Earnings: Here’s What to Watch
• Positive Sentiment: June retail sales and online spending were strong, which is a helpful signal for Amazon’s e-commerce business heading into back-to-school season. 5 Solid Stocks to Boost Your Portfolio as Retail Sales Continue to Surge
• Neutral Sentiment: Amazon is still being compared favorably in the “Magnificent Seven” and AI hyperscaler debates, which keeps the stock in focus but is more commentary than a direct catalyst. The Race to Beat Nvidia: Does Google or Amazon Have the Better In-House Silicon
• Negative Sentiment: Zoox recalled 105 robotaxis after a software issue involving heavy smoke detection, adding a near-term headline risk to Amazon’s autonomous vehicle unit. Zoox recalls self-driving cars because they may not detect smoke
• Negative Sentiment: An AWS billing bug briefly generated wildly inflated invoices for some customers, which could dent sentiment around cloud reliability even though Amazon says it is fixing the issue. Amazon fixing bug that billed some AWS customers billions of dollars

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.