Baldwin Wealth Partners LLC MA Sells 4,429 Shares of Amazon.com, Inc. $AMZN

Baldwin Wealth Partners LLC MA cut its position in Amazon.com, Inc. (NASDAQ:AMZN) by 1.3% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 339,527 shares of the e-commerce giant’s stock after selling 4,429 shares during the quarter. Amazon.com makes up 4.9% of Baldwin Wealth Partners LLC MA’s investment portfolio, making the stock its 6th biggest holding. Baldwin Wealth Partners LLC MA’s holdings in Amazon.com were worth $74,550,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently bought and sold shares of AMZN. Carderock Capital Management Inc. acquired a new position in shares of Amazon.com during the second quarter worth about $27,000. Maryland Capital Advisors Inc. raised its position in Amazon.com by 81.9% in the second quarter. Maryland Capital Advisors Inc. now owns 211 shares of the e-commerce giant’s stock worth $46,000 after acquiring an additional 95 shares in the last quarter. Ryan Investment Management Inc. acquired a new stake in Amazon.com in the second quarter valued at $48,000. Cooksen Wealth LLC lifted its holdings in Amazon.com by 23.5% in the second quarter. Cooksen Wealth LLC now owns 247 shares of the e-commerce giant’s stock valued at $54,000 after acquiring an additional 47 shares during the period. Finally, Access Investment Management LLC purchased a new stake in shares of Amazon.com during the 2nd quarter worth $74,000. 72.20% of the stock is owned by hedge funds and other institutional investors.

Key Stores Impacting Amazon.com

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

• Positive Sentiment: Analysts and retail outlets are pitching Amazon as a buy heading into 2026 on expected cloud demand and AI-driven data center spending; this supportive narrative is helping sentiment. Is Amazon Stock a Buy Ahead of 2026?
• Positive Sentiment: Long-term bulls list AMZN among top “buy and hold” or top Magnificent Seven picks for 2026 because of AWS scale and retail cash generation — a reason investors accumulate on weakness. If I Could Buy Only 1 “Magnificent Seven” Stock in 2026, This Would Be It
• Positive Sentiment: Sector‑wide rebound in tech and easing AI fears helped AMZN get a lift in a thin holiday market, per analysts noting improving sentiment for large cloud names. The Zacks Analyst Blog Analog Devices, Amazon.com and Fortive
• Neutral Sentiment: Pieces comparing Amazon to Microsoft frame AMZN as a core cloud/AI play but stress tradeoffs (retail exposure, capex) — useful for positioning but not a clear near‑term price catalyst. Amazon vs. Microsoft: Which Stock Is a Better Buy for 2026 and Beyond?
• Neutral Sentiment: Market commentary notes AMZN’s unique mix (retail + AWS) and underperformance vs. peers; that creates both upside if cloud execution accelerates and vulnerability if it lags. Tech Corner: AMZN Underperformance & Unique Outlook
• Negative Sentiment: NVIDIA’s $20B Groq deal tightens competition for low‑latency inference hardware — a development that could raise AWS infrastructure costs or force Amazon to accelerate capex to stay competitive. This is a material industry risk for AMZN’s cloud franchise. NVIDIA’s $20B Groq Deal Is a Warning Shot to AI Rivals (AMZN)
• Negative Sentiment: Operational risk resurfaced after an AWS outage on Dec. 24, reigniting concerns about cloud reliability and monopoly risks — outages can spur customer migrations or pricing pressure. Amazon Web Service’s Christmas Eve Outage Reignites Concerns Over Cloud Monopoly Risks
• Negative Sentiment: Critical takes and warnings highlight valuation/operational flags and note some institutional selling — items that could pressure near‑term price action if they gather momentum. Amazon Stock Faces Dangers – Here Are Some Warning Signs

Amazon.com Trading Up 0.1%

Shares of AMZN stock opened at $232.52 on Friday. The company has a market capitalization of $2.49 trillion, a price-to-earnings ratio of 32.84, a PEG ratio of 1.60 and a beta of 1.37. The company has a current ratio of 1.01, a quick ratio of 0.80 and a debt-to-equity ratio of 0.14. The firm has a 50-day moving average price of $231.09 and a 200 day moving average price of $226.18. Amazon.com, Inc. has a twelve month low of $161.38 and a twelve month high of $258.60.

Amazon.com (NASDAQ:AMZN) last issued its quarterly earnings results on Thursday, October 30th. The e-commerce giant reported $1.95 EPS for the quarter, topping analysts’ consensus estimates of $1.57 by $0.38. The business had revenue of $180.17 billion during the quarter, compared to the consensus estimate of $177.53 billion. Amazon.com had a net margin of 11.06% and a return on equity of 23.62%. The company’s quarterly revenue was up 13.4% compared to the same quarter last year. During the same period in the previous year, the firm posted $1.43 earnings per share. Research analysts forecast that Amazon.com, Inc. will post 6.31 earnings per share for the current fiscal year.

Insider Activity at Amazon.com

In related news, CEO Matthew S. Garman sold 17,768 shares of the company’s stock in a transaction on Friday, November 21st. The stock was sold at an average price of $216.90, for a total value of $3,853,879.20. Following the completion of the transaction, the chief executive officer directly owned 6,273 shares in the company, valued at approximately $1,360,613.70. This represents a 73.91% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, CEO Douglas J. Herrington sold 22,000 shares of the stock in a transaction dated Friday, October 31st. The stock was sold at an average price of $250.03, for a total value of $5,500,660.00. Following the transaction, the chief executive officer owned 493,507 shares in the company, valued at $123,391,555.21. This trade represents a 4.27% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 82,234 shares of company stock worth $19,076,767. Company insiders own 9.70% of the company’s stock.

Wall Street Analyst Weigh In

AMZN has been the subject of a number of research analyst reports. Oppenheimer reaffirmed an “outperform” rating and issued a $305.00 target price (up from $290.00) on shares of Amazon.com in a report on Monday, December 1st. Citizens Jmp restated a “market outperform” rating and issued a $300.00 price target on shares of Amazon.com in a report on Wednesday, December 3rd. Citigroup reaffirmed an “overweight” rating on shares of Amazon.com in a report on Wednesday, November 26th. DA Davidson boosted their target price on Amazon.com from $265.00 to $300.00 and gave the stock a “buy” rating in a research report on Friday, October 31st. Finally, JPMorgan Chase & Co. restated a “buy” rating and issued a $305.00 price target on shares of Amazon.com in a research report on Friday, December 12th. Two analysts have rated the stock with a Strong Buy rating, fifty-six have assigned a Buy rating and three have given a Hold rating to the stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $295.50.

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.