Montrusco Bolton Investments Inc. Has $478.20 Million Position in Amazon.com, Inc. $AMZN

Montrusco Bolton Investments Inc. decreased its holdings in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 10.3% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 2,124,958 shares of the e-commerce giant’s stock after selling 243,523 shares during the period. Amazon.com makes up 6.0% of Montrusco Bolton Investments Inc.’s portfolio, making the stock its 4th biggest holding. Montrusco Bolton Investments Inc.’s holdings in Amazon.com were worth $478,201,000 as of its most recent SEC filing.

Other large investors also recently made changes to their positions in the company. Fairway Wealth LLC boosted its position in shares of Amazon.com by 113.2% during the 3rd quarter. Fairway Wealth LLC now owns 113 shares of the e-commerce giant’s stock valued at $25,000 after purchasing an additional 60 shares in the last quarter. Sellwood Investment Partners LLC bought a new position in shares of Amazon.com during the 3rd quarter valued at about $27,000. Bridge Generations Wealth Management LLC lifted its stake in 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 buying an additional 233 shares in the last quarter. Cooksen Wealth LLC lifted its stake in 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 buying an additional 47 shares in the last quarter. Finally, Sagard Holdings Management Inc. purchased a new stake in Amazon.com during the second quarter valued at about $79,000. Institutional investors own 72.20% of the company’s stock.

Key Stories Impacting Amazon.com

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

• Positive Sentiment: Wall Street analysts raised earnings expectations and price targets, citing strong grocery delivery and AWS/cloud growth. Amazon (AMZN) Stock: Wall Street Analysts Raise Targets on Grocery Delivery and Cloud Expansion
• Positive Sentiment: Amazon continues to lean into AI, including a shift toward an AI-powered Alexa shopping assistant and broader agentic commerce ambitions, which supports the growth narrative. Amazon Unveils AI Search Overhaul To Defend Online Shopping Dominance
• Positive Sentiment: Technical coverage noted Amazon remains above a key breakout level, suggesting the stock’s chart trend is still constructive. Amazon Holds Breakout Above $252
• Positive Sentiment: Investor interest remains strong, with reports highlighting bullish commentary from prominent funds and analysts, plus added attention from high-profile holders. Trump went big on tech stocks in first quarter of 2026, new filings show
• Neutral Sentiment: Amazon remains a major focus of market commentary because of its AI spending, cloud expansion, and growing role in digital advertising, but these articles are mostly thematic rather than immediate stock-moving catalysts.

Insider Activity at Amazon.com

In other news, Director Jonathan Rubinstein sold 3,706 shares of the stock in a transaction that occurred on Thursday, April 30th. The shares were sold at an average price of $273.02, for a total value of $1,011,812.12. Following the completion of the sale, the director directly owned 74,948 shares of the company’s stock, valued at $20,462,302.96. This represents a 4.71% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Andrew R. Jassy sold 31,352 shares of the stock in a transaction that occurred on Monday, May 4th. The stock was sold at an average price of $275.00, for a total transaction of $8,621,800.00. Following the completion of the sale, the chief executive officer directly owned 2,175,766 shares of the company’s stock, valued at $598,335,650. This trade represents a 1.42% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 190,593 shares of company stock valued at $46,081,241 over the last ninety days. 8.90% of the stock is owned by company insiders.

Analyst Upgrades and Downgrades

A number of analysts have commented on the stock. China Renaissance upped their price objective on shares of Amazon.com from $300.00 to $326.00 and gave the company a “buy” rating in a research note on Tuesday, May 5th. Wells Fargo & Company reaffirmed an “overweight” rating and set a $313.00 price objective (up from $307.00) on shares of Amazon.com in a research note on Thursday, April 30th. Sanford C. Bernstein reaffirmed an “outperform” rating and set a $315.00 price objective (up from $300.00) on shares of Amazon.com in a research note on Thursday, April 30th. President Capital reduced their price objective on shares of Amazon.com from $320.00 to $296.00 and set a “buy” rating for the company in a research note on Tuesday, February 10th. Finally, BMO Capital Markets upped their price objective on shares of Amazon.com from $310.00 to $315.00 and gave the company an “outperform” rating in a research note on Thursday, April 23rd. Fifty-seven investment analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $312.52.

Amazon.com Price Performance

NASDAQ AMZN opened at $264.14 on Friday. The company has a 50 day simple moving average of $234.47 and a 200-day simple moving average of $230.67. The company has a debt-to-equity ratio of 0.27, a current ratio of 1.18 and a quick ratio of 1.01. The firm has a market capitalization of $2.84 trillion, a price-to-earnings ratio of 31.60, a price-to-earnings-growth ratio of 1.98 and a beta of 1.46. Amazon.com, Inc. has a 52-week low of $196.00 and a 52-week high of $278.56.

Amazon.com (NASDAQ:AMZN) last posted its quarterly earnings results on Wednesday, April 29th. The e-commerce giant reported $2.78 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.63 by $1.15. The business had revenue of $181.52 billion during the quarter, compared to analyst estimates of $177.28 billion. Amazon.com had a net margin of 12.22% and a return on equity of 19.92%. The firm’s revenue was up 16.6% compared to the same quarter last year. During the same period in the prior year, the firm earned $1.59 earnings per share. Equities research analysts predict that Amazon.com, Inc. will post 7.71 earnings per share for the current fiscal year.

About Amazon.com

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.