Amazon.com, Inc. $AMZN Holdings Raised by CM Wealth Advisors LLC

Key Points

• CM Wealth Advisors LLC increased its Amazon stake by 338.6% in Q4 to 12,874 shares worth about $2.97 million, making AMZN its 19th largest holding (≈0.7% of the firm's portfolio).
• Amazon launched Amazon Supply Chain Services (ASCS) while reporting strong Q1 results—EPS $2.78 vs. $1.63 expected and revenue $181.5B vs. $177.3B—giving momentum to a logistics offering that could become a new high‑margin revenue stream.
• Insiders have been net sellers recently: CEO Douglas J. Herrington sold 20,500 shares (at ~$245) under a pre‑arranged 10b5‑1 plan, and insiders sold 131,741 shares (~$29.8M) over the past 90 days, though insiders still own 8.9% of the company.

CM Wealth Advisors LLC lifted its position in shares of Amazon.com, Inc. (NASDAQ:AMZN - Free Report) by 338.6% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 12,874 shares of the e-commerce giant's stock after acquiring an additional 9,939 shares during the period. Amazon.com comprises approximately 0.7% of CM Wealth Advisors LLC's holdings, making the stock its 19th largest holding. CM Wealth Advisors LLC's holdings in Amazon.com were worth $2,972,000 at the end of the most recent quarter.

Other large investors have also recently added to or reduced their stakes in the company. Fairway Wealth LLC raised its stake in Amazon.com by 113.2% during the third quarter. Fairway Wealth LLC now owns 113 shares of the e-commerce giant's stock worth $25,000 after acquiring an additional 60 shares during the period. Sellwood Investment Partners LLC acquired a new position in Amazon.com in the third quarter valued at approximately $27,000. Bridge Generations Wealth Management LLC grew its holdings in shares of 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 valued at $53,000 after purchasing an additional 233 shares during the last quarter. 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 purchasing an additional 47 shares during the last quarter. Finally, PayPay Securities Corp raised its position in shares of 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 purchasing an additional 96 shares during the period. 72.20% of the stock is currently owned by institutional investors.

Insider Transactions at Amazon.com

In other news, CEO Douglas J. Herrington sold 20,500 shares of the stock in a transaction that occurred on Tuesday, April 14th. The shares were sold at an average price of $245.00, for a total value of $5,022,500.00. Following the completion of the transaction, the chief executive officer directly owned 499,861 shares in the company, valued at $122,465,945. This trade represents a 3.94% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Matthew S. Garman sold 17,751 shares of the firm's stock in a transaction that occurred on Monday, February 23rd. The shares were sold at an average price of $205.22, for a total transaction of $3,642,860.22. Following the transaction, the chief executive officer owned 9,405 shares in the company, valued at $1,930,094.10. This represents a 65.37% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 131,741 shares of company stock worth $29,839,291 over the last ninety days. Insiders own 8.90% of the company's stock.

Wall Street Analyst Weigh In

Several analysts recently issued reports on AMZN shares. Rothschild & Co Redburn set a $230.00 price target on Amazon.com in a report on Wednesday, January 21st. Mizuho upped their price objective on Amazon.com from $315.00 to $325.00 and gave the stock an "outperform" rating in a research note on Tuesday, April 28th. Needham & Company LLC increased their target price on Amazon.com from $265.00 to $300.00 and gave the stock a "buy" rating in a research report on Thursday, April 30th. Daiwa Securities Group cut their target price on Amazon.com from $300.00 to $280.00 and set a "buy" rating on the stock in a research note on Wednesday, February 11th. Finally, Benchmark boosted their price target on shares of Amazon.com from $275.00 to $370.00 and gave the company a "buy" rating in a report on Thursday, April 30th. Fifty-six research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company. Based on data from MarketBeat.com, Amazon.com has an average rating of "Moderate Buy" and a consensus target price of $311.65.

Key Headlines Impacting Amazon.com

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

• Positive Sentiment: Amazon launched "Amazon Supply Chain Services" (ASCS), opening its freight, fulfillment and parcel network to outside businesses — a potential new high-margin revenue stream that investors compare to the AWS monetization playbook; the move knocked down UPS/FDX as the market repriced competitive risk. Amazon opens up its logistics network to other businesses
• Positive Sentiment: Strong Q1 results and management messaging: Amazon beat Q1 EPS/revenue estimates and CEO Andy Jassy emphasized that heavy AI investment is a "once-in-a-generation" opportunity whose returns come later — supporting the long-term growth case for AWS, AI infrastructure and the new logistics product. Andy Jassy says Amazon investors will be rewarded by all its AI spending
• Positive Sentiment: Wall Street momentum: several firms raised targets or reiterated buys (examples include New Street and DZ Bank), adding upside to the stock’s outlook and validating the growth/AI/logistics thesis. DZ Bank raises target
• Neutral Sentiment: Insider transaction: director Jonathan Rubinstein sold ~3,700 shares under a pre-arranged 10b5-1 plan — a disclosed plan sale that typically has limited informational value for fundamentals. Director sale disclosed
• Neutral Sentiment: Internal AI tooling rollout: Amazon adopted Claude Code and Codex company-wide, widening employee access to AI tools — a constructive operational step but one whose near-term revenue impact is unclear. Amazon employees pushed for Claude Code
• Negative Sentiment: CapEx and free‑cash‑flow pressure: analysts and articles point out Amazon’s massive AI/capex spend has materially reduced near-term free cash flow, which could concern investors if returns take longer to materialize. Monitor capex-to-revenue and FCF trends. CapEx reduces FCF
• Negative Sentiment: Macro inflation/cost risk: commentary warns that hyperscaler AI spending could add to inflationary pressure (energy, wages, tariffs), which would be a headwind for multiples and margins across the market. Think AI spending won’t stoke inflation?

Amazon.com Trading Up 1.4%

Shares of AMZN stock opened at $271.90 on Tuesday. The company has a debt-to-equity ratio of 0.27, a quick ratio of 1.01 and a current ratio of 1.18. Amazon.com, Inc. has a 1 year low of $183.85 and a 1 year high of $276.10. The stock has a fifty day moving average of $223.63 and a two-hundred day moving average of $227.48. The firm has a market capitalization of $2.92 trillion, a PE ratio of 32.52, a price-to-earnings-growth ratio of 2.01 and a beta of 1.46.

Amazon.com (NASDAQ:AMZN - Get Free Report) last issued its quarterly earnings results on Wednesday, April 29th. The e-commerce giant reported $2.78 EPS for the quarter, beating analysts' consensus estimates of $1.63 by $1.15. Amazon.com had a return on equity of 19.92% and a net margin of 12.22%.The company had revenue of $181.52 billion for the quarter, compared to analyst estimates of $177.28 billion. During the same period last year, the company earned $1.59 earnings per share. The company's quarterly revenue was up 16.6% compared to the same quarter last year. As a group, research 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.

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