Consilium Wealth Advisory LLC Lowers Holdings in Amazon.com, Inc. $AMZN

Consilium Wealth Advisory LLC trimmed its holdings in Amazon.com, Inc. (NASDAQ:AMZN) by 4.2% during the 2nd quarter, Holdings Channel.com reports. The fund owned 23,911 shares of the e-commerce giant’s stock after selling 1,048 shares during the period. Amazon.com accounts for about 2.2% of Consilium Wealth Advisory LLC’s portfolio, making the stock its 13th largest position. Consilium Wealth Advisory LLC’s holdings in Amazon.com were worth $5,246,000 as of its most recent SEC filing.

Several other large investors have also made changes to their positions in AMZN. Brighton Jones LLC lifted its position in shares of Amazon.com by 10.9% in the fourth quarter. Brighton Jones LLC now owns 4,036,091 shares of the e-commerce giant’s stock worth $885,478,000 after buying an additional 397,007 shares in the last quarter. Revolve Wealth Partners LLC lifted its position in shares of Amazon.com by 4.1% in the fourth quarter. Revolve Wealth Partners LLC now owns 25,045 shares of the e-commerce giant’s stock worth $5,495,000 after buying an additional 986 shares in the last quarter. Bank Pictet & Cie Europe AG lifted its position in shares of Amazon.com by 2.8% in the fourth quarter. Bank Pictet & Cie Europe AG now owns 2,016,869 shares of the e-commerce giant’s stock worth $442,481,000 after buying an additional 54,987 shares in the last quarter. Highview Capital Management LLC DE lifted its position in shares of Amazon.com by 5.5% in the fourth quarter. Highview Capital Management LLC DE now owns 28,975 shares of the e-commerce giant’s stock worth $6,357,000 after buying an additional 1,518 shares in the last quarter. Finally, Liberty Square Wealth Partners LLC purchased a new stake in shares of Amazon.com in the fourth quarter worth about $2,153,000. 72.20% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity

In other news, CEO Matthew S. Garman sold 17,785 shares of the company’s stock in a transaction that occurred on Thursday, August 21st. The stock was sold at an average price of $221.57, for a total transaction of $3,940,622.45. Following the transaction, the chief executive officer owned 3,138 shares of the company’s stock, valued at approximately $695,286.66. This represents a 85.00% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Also, CFO Brian T. Olsavsky sold 17,750 shares of the company’s stock in a transaction that occurred on Thursday, August 21st. The shares were sold at an average price of $222.74, for a total value of $3,953,635.00. Following the transaction, the chief financial officer directly owned 49,000 shares in the company, valued at approximately $10,914,260. This represents a 26.59% decrease in their position. The disclosure for this sale can be found here. In the last 90 days, insiders have sold 6,591,479 shares of company stock valued at $1,512,698,663. 10.80% of the stock is currently owned by corporate insiders.

Analyst Upgrades and Downgrades

A number of research firms recently commented on AMZN. Wedbush reiterated an “outperform” rating and issued a $250.00 target price on shares of Amazon.com in a research report on Friday, September 19th. Cowen reiterated a “buy” rating on shares of Amazon.com in a research report on Friday, August 1st. Roth Capital set a $250.00 target price on Amazon.com and gave the stock a “buy” rating in a research report on Tuesday, July 8th. Canaccord Genuity Group reissued a “buy” rating and set a $280.00 price objective on shares of Amazon.com in a research note on Friday, August 1st. Finally, Weiss Ratings reissued a “buy (b-)” rating on shares of Amazon.com in a research note on Wednesday, October 8th. Three equities research analysts have rated the stock with a Strong Buy rating, forty-seven have assigned a Buy rating and one has assigned a Hold rating to the stock. According to data from MarketBeat, Amazon.com has an average rating of “Buy” and a consensus price target of $266.26.

Amazon.com Trading Down 0.7%

AMZN opened at $213.04 on Monday. The stock has a market cap of $2.27 trillion, a price-to-earnings ratio of 32.48, a P/E/G ratio of 1.41 and a beta of 1.28. The stock’s 50 day moving average price is $225.66 and its 200-day moving average price is $212.88. Amazon.com, Inc. has a one year low of $161.38 and a one year high of $242.52. The company has a debt-to-equity ratio of 0.15, a quick ratio of 0.81 and a current ratio of 1.02.

Amazon.com (NASDAQ:AMZN) last released its earnings results on Thursday, July 31st. The e-commerce giant reported $1.68 EPS for the quarter, beating analysts’ consensus estimates of $1.31 by $0.37. The firm had revenue of $167.70 billion for the quarter, compared to analysts’ expectations of $161.80 billion. Amazon.com had a return on equity of 23.84% and a net margin of 10.54%.The company’s quarterly revenue was up 13.3% on a year-over-year basis. During the same quarter in the prior year, the firm posted $1.26 earnings per share. Amazon.com has set its Q3 2025 guidance at EPS. On average, equities analysts forecast that Amazon.com, Inc. will post 6.31 EPS for the current year.

About Amazon.com

Amazon.com, Inc engages in the retail sale of consumer products, advertising, and subscriptions service through online and physical stores in North America and internationally. The company operates through three segments: North America, International, and Amazon Web Services (AWS). It also manufactures and sells electronic devices, including Kindle, Fire tablets, Fire TVs, Echo, Ring, Blink, and eero; and develops and produces media content.