Strategic Financial Concepts LLC Has $1.44 Million Stock Holdings in Amazon.com, Inc. $AMZN

Posted by Geri Gentry on Jun 7th, 2026

Strategic Financial Concepts LLC trimmed its holdings in shares of Amazon.com, Inc. (NASDAQ:AMZN – Free Report) by 75.0% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 6,237 shares of the e-commerce giant’s stock after selling 18,731 shares during the period. Amazon.com comprises 1.3% of Strategic Financial Concepts LLC’s holdings, making the stock its 23rd largest position. Strategic Financial Concepts LLC’s holdings in Amazon.com were worth $1,440,000 as of its most recent SEC filing.

A number of other large investors also recently modified their holdings of AMZN. Fairway Wealth LLC boosted its stake 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 worth $25,000 after buying an additional 60 shares during the last quarter. Sellwood Investment Partners LLC acquired a new position in shares of Amazon.com during the 3rd quarter worth about $27,000. MilWealth Group LLC boosted its stake in shares of Amazon.com by 79.0% during the 4th quarter. MilWealth Group LLC now owns 179 shares of the e-commerce giant’s stock worth $41,000 after buying an additional 79 shares during the last quarter. Bridge Generations Wealth Management LLC boosted its stake in shares of Amazon.com by 2,330.0% during the 3rd quarter. Bridge Generations Wealth Management LLC now owns 243 shares of the e-commerce giant’s stock worth $53,000 after buying an additional 233 shares during the last quarter. Finally, Cooksen Wealth LLC boosted its stake in shares of Amazon.com by 23.5% during the 2nd quarter. Cooksen Wealth LLC now owns 247 shares of the e-commerce giant’s stock worth $54,000 after buying an additional 47 shares during the last quarter. 72.20% of the stock is currently owned by institutional investors and hedge funds.

Amazon.com Trading Down 3.1%

Shares of Amazon.com stock opened at $246.03 on Friday. Amazon.com, Inc. has a 52-week low of $196.00 and a 52-week high of $278.56. The stock has a market cap of $2.65 trillion, a PE ratio of 29.43, a PEG ratio of 1.84 and a beta of 1.44. The firm has a 50-day moving average of $249.87 and a 200-day moving average of $232.98. The company has a debt-to-equity ratio of 0.27, a quick ratio of 1.01 and a current ratio of 1.18.

Amazon.com (NASDAQ:AMZN – Get Free Report) last posted its earnings results on Wednesday, April 29th. The e-commerce giant reported $2.78 earnings per share for the quarter, topping analysts’ consensus estimates of $1.63 by $1.15. The firm had revenue of $181.52 billion for the quarter, compared to analysts’ expectations of $177.28 billion. Amazon.com had a net margin of 12.22% and a return on equity of 19.92%. The company’s revenue was up 16.6% on a year-over-year basis. During the same quarter in the previous year, the firm posted $1.59 earnings per share. As a group, sell-side analysts forecast that Amazon.com, Inc. will post 7.71 EPS for the current year.

Insider Activity at Amazon.com

In other news, CEO Matthew S. Garman sold 15,467 shares of the company’s stock in a transaction dated Thursday, May 21st. The shares were sold at an average price of $263.40, for a total transaction of $4,074,007.80. Following the transaction, the chief executive officer owned 14,159 shares in the company, valued at approximately $3,729,480.60. This represents a 52.21% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP David Zapolsky sold 9,270 shares of the company’s stock in a transaction dated Friday, May 22nd. The shares were sold at an average price of $268.53, for a total transaction of $2,489,273.10. Following the transaction, the senior vice president owned 41,190 shares in the company, valued at $11,060,750.70. This represents a 18.37% decrease in their position. 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 have sold a total of 195,774 shares of company stock worth $51,614,434 over the last three months. 8.90% of the stock is currently owned by company insiders.

Analyst Upgrades and Downgrades

A number of brokerages have recently issued reports on AMZN. Scotiabank reaffirmed an “outperform” rating and issued a $325.00 target price (up from $275.00) on shares of Amazon.com in a report on Thursday, April 30th. BNP Paribas Exane upped their target price on shares of Amazon.com from $320.00 to $345.00 and gave the company an “outperform” rating in a report on Tuesday, May 5th. TD Securities raised shares of Amazon.com to a “buy” rating in a report on Monday, April 13th. Roth Mkm upped their target price on shares of Amazon.com from $285.00 to $300.00 and gave the company a “buy” rating in a report on Thursday, April 30th. Finally, Morgan Stanley upped their target price on shares of Amazon.com from $300.00 to $330.00 and gave the company an “overweight” rating in a report on Thursday, April 30th. Fifty-seven analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $312.52.

View Our Latest Stock Report on AMZN

Key Amazon.com News

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

Positive Sentiment: Amazon’s latest AI and logistics push is a major bullish catalyst: the company unveiled an upgraded warehouse robot and is backing a €10 billion expansion of its European fulfillment network, which should support faster shipping, lower costs, and better operating efficiency. Reuters: Amazon unveils new AI warehouse robot in $12 billion Europe push
Positive Sentiment: Amazon Web Services continues to win large contracts, including Pinterest’s $4 billion cloud deal through 2031, reinforcing AWS’s role as a key AI infrastructure beneficiary. Reuters: Pinterest signs $4 billion Amazon deal for cloud services
Positive Sentiment: Several recent market commentary pieces highlighted Amazon’s growing AI, cloud, and advertising opportunities, with analysts continuing to frame AMZN as a long-duration AI winner. MarketBeat: Amazon.com stock and related coverage
Neutral Sentiment: Amazon’s CEO Douglas Herrington sold 1,000 shares under a pre-arranged trading plan. The sale is small, but insider selling can still create some short-term caution. MarketBeat: Amazon.com insider trades
Negative Sentiment: Amazon is facing fresh scrutiny over its aggressive AI spending, with employees publicly criticizing massive data-center investment while layoffs continue. That keeps cost and labor concerns front and center. CNBC: Amazon engineers in Seattle slam employer for building AI data centers while laying off staffers
Negative Sentiment: Rising shipping costs tied to Middle East conflict could pressure Amazon’s retail margins ahead of Prime Day, adding another near-term headwind. Yahoo Finance: Iran war raises shipping costs ahead of Amazon Prime Day
Negative Sentiment: Amazon also faces ongoing regulatory and reputational pressure from data-center pushback and privacy-related concerns around Ring, which may weigh on sentiment even if the long-term business outlook remains strong. Reuters: Texas grid flags risks as data centers, crypto sites fail voltage tests

Amazon.com Profile

(Free Report)

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.