BigSur Wealth Management LLC Reduces Stock Position in Amazon.com, Inc. $AMZN

BigSur Wealth Management LLC lessened its holdings in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 19.3% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 29,263 shares of the e-commerce giant’s stock after selling 7,007 shares during the period. Amazon.com comprises approximately 1.6% of BigSur Wealth Management LLC’s holdings, making the stock its 14th largest holding. BigSur Wealth Management LLC’s holdings in Amazon.com were worth $6,425,000 at the end of the most recent quarter.

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

Insider Buying and Selling at Amazon.com

In other Amazon.com news, Director Daniel P. Huttenlocher sold 1,237 shares of Amazon.com stock in a transaction dated Thursday, November 20th. The shares were sold at an average price of $226.61, for a total value of $280,316.57. Following the completion of the transaction, the director directly owned 26,148 shares of the company’s stock, valued at approximately $5,925,398.28. The trade was a 4.52% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, CEO Matthew S. Garman sold 17,768 shares of the company’s stock in a transaction that occurred on Friday, November 21st. The stock was sold at an average price of $216.90, for a total transaction of $3,853,879.20. Following the completion of the transaction, the chief executive officer owned 6,273 shares in the company, valued at approximately $1,360,613.70. This represents a 73.91% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 82,234 shares of company stock worth $19,076,767 in the last 90 days. Insiders own 10.80% of the company’s stock.

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 Stock Up 0.1%

AMZN stock opened at $232.52 on Monday. The business has a 50 day moving average of $231.09 and a 200 day moving average of $226.27. The firm has a market cap of $2.49 trillion, a PE ratio of 32.84, a price-to-earnings-growth ratio of 1.60 and a beta of 1.37. Amazon.com, Inc. has a twelve month low of $161.38 and a twelve month high of $258.60. The company has a quick ratio of 0.80, a current ratio of 1.01 and a debt-to-equity ratio of 0.14.

Amazon.com (NASDAQ:AMZN) last released its 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. Amazon.com had a return on equity of 23.62% and a net margin of 11.06%.The firm had revenue of $180.17 billion for the quarter, compared to analysts’ expectations of $177.53 billion. During the same period in the prior year, the firm posted $1.43 earnings per share. The company’s quarterly revenue was up 13.4% on a year-over-year basis. On average, research analysts forecast that Amazon.com, Inc. will post 6.31 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

A number of equities analysts recently issued reports on the stock. TD Cowen reissued a “buy” rating and issued a $300.00 price target on shares of Amazon.com in a research note on Thursday, December 11th. Pivotal Research upped their target price on Amazon.com from $285.00 to $300.00 and gave the stock a “buy” rating in a report on Friday, October 31st. CICC Research increased their target price on Amazon.com from $240.00 to $280.00 and gave the stock an “outperform” rating in a research report on Wednesday, November 5th. DA Davidson lifted their price target on Amazon.com from $265.00 to $300.00 and gave the company a “buy” rating in a research report on Friday, October 31st. Finally, New Street Research increased their price objective on Amazon.com from $270.00 to $340.00 and gave the stock a “buy” rating in a report on Tuesday, November 4th. Two research analysts have rated the stock with a Strong Buy rating, fifty-six have given a Buy rating and three have given a Hold rating to the company. According to data from MarketBeat.com, Amazon.com currently has a consensus rating of “Moderate Buy” and a consensus target price of $295.50.

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.