Flagship Harbor Advisors LLC Has $36 Million Position in Amazon.com, Inc. $AMZN

Key Points

• Flagship Harbor Advisors LLC trimmed its Amazon stake by 14.7% in Q4, selling 26,784 shares and now holds 155,953 shares worth $35.997 million, about 1.7% of its portfolio and the firm's 10th-largest holding.
• Amazon is heavily owned by institutions — roughly 72.20% — with major players like Norges Bank (~$27.44B position), Nuveen (~$11.67B), Goldman Sachs and Capital Research significantly increasing or holding large stakes.
• Recent insider selling (CEO Andrew R. Jassy sold 19,872 shares; insiders sold 93,186 shares worth ~$19.92M in the last 90 days) coincides with positive investor sentiment around AWS/AI and the Globalstar deal, but also warnings about the stock being overbought and seller boycotts that could pose short-term risks.

Flagship Harbor Advisors LLC trimmed its position in shares of Amazon.com, Inc. (NASDAQ:AMZN - Free Report) by 14.7% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 155,953 shares of the e-commerce giant's stock after selling 26,784 shares during the period. Amazon.com accounts for approximately 1.7% of Flagship Harbor Advisors LLC's portfolio, making the stock its 10th largest holding. Flagship Harbor Advisors LLC's holdings in Amazon.com were worth $35,997,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also bought and sold shares of AMZN. Norges Bank bought a new position in Amazon.com during the second quarter valued at $27,438,011,000. Nuveen LLC bought a new position in Amazon.com during the first quarter valued at $11,674,091,000. Laurel Wealth Advisors LLC grew its holdings in Amazon.com by 22,085.8% during the second quarter. Laurel Wealth Advisors LLC now owns 12,177,557 shares of the e-commerce giant's stock valued at $2,671,634,000 after purchasing an additional 12,122,668 shares during the period. Goldman Sachs Group Inc. grew its holdings in 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 valued at $11,017,657,000 after purchasing an additional 10,176,835 shares during the period. Finally, Capital Research Global Investors grew its holdings in Amazon.com by 11.3% during the third quarter. Capital Research Global Investors now owns 94,284,962 shares of the e-commerce giant's stock valued at $20,702,362,000 after purchasing an additional 9,583,217 shares during the period. 72.20% of the stock is owned by institutional investors.

More Amazon.com News

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

• Positive Sentiment: Market sentiment has flipped positive on Amazon as investors focus on AWS’s AI-driven growth and the stock briefly touched record territory. Read More.
• Positive Sentiment: Amazon’s acquisition of Globalstar (satellite connectivity) is being viewed as strategic for its LEO/satellite ambitions (Project Kuiper/complementary assets), helping re-rate the stock. Read More.
• Positive Sentiment: AWS continues to land high‑profile customers (media/AI wins), reinforcing the enterprise AI revenue runway that underpins multiple expansion. Read More.
• Positive Sentiment: Multiple analysts and notable investors are raising targets or adding to positions (Truist, JPMorgan commentary and public buys), supporting momentum and sentiment. Read More.
• Positive Sentiment: Operational tailwind: NiSource expanded power agreements to accelerate energy delivery to Amazon data centers, easing one constraint on AWS capacity growth. Read More.
• Neutral Sentiment: Company initiatives beyond core cloud/retail — e.g., longer theatrical runs for content and investments in energy/space through affiliates — signal diversification but are longer‑term revenue drivers. Read More.
• Neutral Sentiment: Insider activity: CEO Douglas Herrington sold shares under a prearranged 10b5‑1 plan (disclosed sale), which is normal for planned programs but will be watched by some investors. Read More.
• Negative Sentiment: Marketplace friction: hundreds of large third‑party sellers staged a one‑day ad boycott over payout and ad‑payment changes and Amazon introduced fuel surcharges in some regions — a reputational and near‑term revenue risk for retail and ad businesses. Read More.
• Negative Sentiment: Valuation/technical caution: some analysts and market commentators flagged the stock as overbought after the rally, warning of a possible pullback despite the strategic positives. Read More.

Insider Buying and Selling

In related news, CEO Andrew R. Jassy sold 19,872 shares of the stock in a transaction on Monday, February 23rd. The stock was sold at an average price of $205.18, for a total value of $4,077,336.96. Following the sale, 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 SEC, which is accessible through the SEC website. Also, SVP David Zapolsky sold 10,649 shares of the stock in a transaction on Tuesday, February 24th. The stock was sold at an average price of $205.43, for a total value of $2,187,624.07. Following the completion of the sale, the senior vice president owned 41,190 shares in the company, valued at $8,461,661.70. This trade represents a 20.54% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 93,186 shares of company stock valued at $19,921,739 in the last ninety days. 10.80% of the stock is owned by insiders.

Amazon.com Stock Performance

Shares of AMZN stock opened at $250.56 on Monday. The company has a debt-to-equity ratio of 0.16, a quick ratio of 0.88 and a current ratio of 1.05. Amazon.com, Inc. has a 52-week low of $165.29 and a 52-week high of $258.60. The company has a market capitalization of $2.69 trillion, a PE ratio of 34.95, a price-to-earnings-growth ratio of 1.88 and a beta of 1.38. The business's fifty day moving average is $213.76 and its 200 day moving average is $225.14.

Amazon.com (NASDAQ:AMZN - Get Free Report) last issued its quarterly earnings data on Thursday, February 5th. The e-commerce giant reported $1.95 earnings per share (EPS) for the quarter, missing analysts' consensus estimates of $1.97 by ($0.02). Amazon.com had a return on equity of 21.87% and a net margin of 10.83%.The business had revenue of $213.39 billion during the quarter, compared to analysts' expectations of $211.02 billion. During the same quarter last year, the business posted $1.86 EPS. The company's quarterly revenue was up 13.6% on a year-over-year basis. On average, equities research analysts anticipate that Amazon.com, Inc. will post 6.31 EPS for the current fiscal year.

Wall Street Analyst Weigh In

Several equities analysts have weighed in on AMZN shares. Evercore reissued an "outperform" rating on shares of Amazon.com in a report on Thursday, April 9th. Rothschild & Co Redburn set a $230.00 target price on Amazon.com in a research report on Wednesday, January 21st. The Goldman Sachs Group restated a "buy" rating on shares of Amazon.com in a research report on Tuesday, April 14th. Maxim Group increased their target price on Amazon.com from $280.00 to $290.00 and gave the stock a "buy" rating in a research report on Friday, February 6th. Finally, Zacks Research downgraded Amazon.com from a "strong-buy" rating to a "hold" rating in a research report on Thursday, January 1st. One equities research analyst has rated the stock with a Strong Buy rating, fifty-four have assigned a Buy rating and four have assigned a Hold rating to the stock. According to data from MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and a consensus target price of $287.38.

Amazon.com Company 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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