Triasima Portfolio Management inc. Buys 3,155 Shares of Amazon.com, Inc. $AMZN

Posted by Geri Gentry on Aug 28th, 2026

Triasima Portfolio Management inc. lifted its position in Amazon.com, Inc. (NASDAQ:AMZN) by 57.9% in the 2nd quarter, Holdings Channel.com reports. The institutional investor owned 8,608 shares of the e-commerce giant’s stock after acquiring an additional 3,155 shares during the period. Triasima Portfolio Management inc.’s holdings in Amazon.com were worth $2,052,000 as of its most recent SEC filing.

Other institutional investors have also added to or reduced their stakes in the company. Brighton Jones LLC increased its stake in shares of Amazon.com by 10.9% during the 4th quarter. Brighton Jones LLC now owns 4,036,091 shares of the e-commerce giant’s stock worth $885,478,000 after purchasing an additional 397,007 shares during the last quarter. Revolve Wealth Partners LLC lifted its stake in Amazon.com by 4.1% in the 4th quarter. Revolve Wealth Partners LLC now owns 25,045 shares of the e-commerce giant’s stock valued at $5,495,000 after purchasing an additional 986 shares during the last quarter. Bank Pictet & Cie Europe AG grew its holdings in Amazon.com by 2.8% during 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 purchasing an additional 54,987 shares during the period. Highview Capital Management LLC DE grew its holdings in Amazon.com by 5.5% during 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 purchasing an additional 1,518 shares during the period. Finally, Liberty Square Wealth Partners LLC acquired a new position in Amazon.com during the fourth quarter worth approximately $2,153,000. 72.20% of the stock is currently owned by institutional investors and hedge funds.

Amazon.com Stock Performance

NASDAQ:AMZN opened at $256.26 on Friday. The stock has a market cap of $2.76 trillion, a P/E ratio of 20.62, a PEG ratio of 1.73 and a beta of 1.45. The stock has a 50 day simple moving average of $251.18 and a 200 day simple moving average of $240.27. The company has a current ratio of 1.03, a quick ratio of 0.87 and a debt-to-equity ratio of 0.23. Amazon.com, Inc. has a 1-year low of $196.00 and a 1-year high of $287.20.

Amazon.com (NASDAQ:AMZN – Get Free Report) last released its quarterly earnings results on Thursday, July 30th. The e-commerce giant reported $5.75 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.82 by $3.93. Amazon.com had a return on equity of 18.00% and a net margin of 17.44%.The business had revenue of $200.61 billion during the quarter, compared to the consensus estimate of $197.03 billion. During the same period in the previous year, the company posted $1.68 EPS. The firm’s quarterly revenue was up 19.6% on a year-over-year basis. Research analysts anticipate that Amazon.com, Inc. will post 8.05 earnings per share for the current year.

Insider Buying and Selling

In related news, SVP David Zapolsky sold 9,258 shares of the firm’s stock in a transaction dated Monday, August 24th. The shares were sold at an average price of $259.77, for a total transaction of $2,404,950.66. Following the transaction, the senior vice president directly owned 41,190 shares of the company’s stock, valued at approximately $10,699,926.30. This trade represents a 18.35% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Andrew R. Jassy sold 20,000 shares of the business’s stock in a transaction dated Friday, August 21st. The shares were sold at an average price of $259.01, for a total transaction of $5,180,200.00. Following the completion of the sale, the chief executive officer directly owned 2,235,766 shares of the company’s stock, valued at $579,085,751.66. This represents a 0.89% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 71,589 shares of company stock valued at $18,580,205 in the last 90 days. 8.90% of the stock is currently owned by corporate insiders.

Key Stories Impacting Amazon.com

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

Positive Sentiment: AWS is expanding its AI infrastructure. Amazon and Nvidia announced an expanded collaboration under which AWS plans to deploy an additional 2 million Nvidia GPUs by 2028, bringing the reported total commitment to roughly 3 million chips. The investment supports expected demand for AI cloud capacity and could strengthen AWS’s competitive position. Amazon Nvidia GPU deal
Positive Sentiment: Analysts continue to see significant upside. Evercore ISI reiterated a Buy rating, citing improving retail economics and new AI growth opportunities. Citizens maintained an outperform rating and a $315 price target, while other coverage has highlighted AWS momentum, Amazon’s logistics network and a valuation that could support a higher earnings multiple. Evercore Amazon rating
Positive Sentiment: Amazon is adding potential sales channels. YouTube now allows eligible U.S. creators to tag Amazon products in Shorts, videos and livestreams while earning commissions, potentially increasing product discovery and conversion. Amazon is also benefiting from the continued expansion of onsite advertising. YouTube Amazon product tagging
Neutral Sentiment: AWS’s DuckLabs acquisition could improve analytics capabilities. AWS is acquiring the team behind the open-source DuckDB database, a move aimed at strengthening cloud data and analytics offerings. Financial terms were not disclosed, so the near-term earnings impact is uncertain. Amazon DuckLabs acquisition
Negative Sentiment: Capital spending is weighing on free cash flow. Reports indicate that AWS growth is being accompanied by substantial infrastructure purchases, with trailing free cash flow reportedly declining despite higher operating cash flow. Investors may be concerned that planned AI investments will take time to produce sufficient returns.
Negative Sentiment: Insider selling adds to investor caution. Six executives reportedly sold more than $15 million of Amazon shares, including a vice president’s sale of approximately $607,000. The transactions were made under pre-arranged Rule 10b5-1 plans, which limits their significance but may still affect sentiment. Amazon recent news

Wall Street Analyst Weigh In

AMZN has been the subject of a number of recent analyst reports. Zacks Research raised Amazon.com from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, August 4th. New Street Research boosted their target price on Amazon.com from $280.00 to $350.00 and gave the stock a “buy” rating in a report on Monday, May 4th. Scotiabank restated an “outperform” rating and issued a $325.00 price target (up from $275.00) on shares of Amazon.com in a research note on Thursday, April 30th. Phillip Securities downgraded Amazon.com from a “strong-buy” rating to a “moderate buy” rating in a report on Monday, August 3rd. Finally, Roth Capital reaffirmed a “buy” rating and set a $325.00 price target on shares of Amazon.com in a report on Monday, August 3rd. One equities research analyst has rated the stock with a Strong Buy rating, fifty-six have issued a Buy rating and two have issued a Hold rating to the stock. According to MarketBeat.com, Amazon.com has an average rating of “Moderate Buy” and a consensus target price of $322.39.

Check Out Our Latest Analysis on AMZN

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.