Quotient Wealth Partners LLC Acquires 3,026 Shares of Amazon.com, Inc. $AMZN

24 Apr 2026, 10:04 by Tristan Rich · The Markets Daily

Quotient Wealth Partners LLC grew its holdings in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 7.8% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 41,906 shares of the e-commerce giant’s stock after buying an additional 3,026 shares during the quarter. Quotient Wealth Partners LLC’s holdings in Amazon.com were worth $9,673,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the business. Lifelong Wealth Advisors Inc. raised its holdings in shares of Amazon.com by 2.4% in the 4th quarter. Lifelong Wealth Advisors Inc. now owns 1,740 shares of the e-commerce giant’s stock valued at $402,000 after purchasing an additional 41 shares during the period. Marquette Asset Management LLC raised its holdings in shares of Amazon.com by 5.1% in the 4th quarter. Marquette Asset Management LLC now owns 886 shares of the e-commerce giant’s stock valued at $205,000 after purchasing an additional 43 shares during the period. Western Financial Corp CA raised its holdings in shares of Amazon.com by 1.5% in the 4th quarter. Western Financial Corp CA now owns 3,076 shares of the e-commerce giant’s stock valued at $710,000 after purchasing an additional 44 shares during the period. Cadence Wealth Management LLC raised its holdings in shares of Amazon.com by 3.5% in the 3rd quarter. Cadence Wealth Management LLC now owns 1,328 shares of the e-commerce giant’s stock valued at $292,000 after purchasing an additional 45 shares during the period. Finally, Union Savings Bank raised its holdings in shares of Amazon.com by 0.4% in the 2nd quarter. Union Savings Bank now owns 10,723 shares of the e-commerce giant’s stock valued at $2,510,000 after purchasing an additional 45 shares during the period. 72.20% of the stock is owned by institutional investors.

Amazon.com News Summary

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

Positive Sentiment: Expanded Anthropic partnership boosts long‑term AWS revenue visibility — Amazon announced a multi‑billion dollar investment and an Anthropic commitment that analysts frame as locking in >$100B of future AWS demand, supporting cloud growth and the AI narrative. Read More.
Positive Sentiment: Multiple analyst upgrades/price‑target raises (BMO, Bernstein, UBS, Arete, others) are reinforcing bullish sentiment and providing near‑term support ahead of earnings. Read More.
Positive Sentiment: New healthcare revenue stream: Amazon launched a nationwide GLP‑1 weight‑loss program via One Medical + Amazon Pharmacy, which could create recurring pharmacy/clinic revenue and broaden growth beyond retail and cloud. Read More.
Neutral Sentiment: CEO Andy Jassy executed a pre‑arranged 10b5‑1 sale of 31,000 shares — a routine diversification event that is not an obvious signal on fundamentals. Read More.
Neutral Sentiment: Internal reorg: Amazon is stripping traditional job titles in some units and using “builder” labels — signals of cultural/operational change but limited direct near‑term revenue impact. Read More.
Negative Sentiment: Regulatory/legal risk resurfaced after California’s attorney general said unsealed filings show Amazon pressured retailers to raise prices — this could trigger fines, remedies or protracted litigation if allegations proceed. Read More.
Negative Sentiment: Profitability/capex concerns: while the Anthropic/AWS deals lift revenue visibility, analysts warn the AI push requires massive capex and operating spend that could pressure near‑term margins and free cash flow. Read More.
Negative Sentiment: Retail competition intensifies — Walmart/Sam’s Club rolling out faster delivery options and decision‑layer competition (shopping AI/assistants) could compress retail margins and slow unit growth. Read More.

Insider Activity

In other Amazon.com news, CEO Matthew S. Garman sold 17,751 shares of the stock in a transaction that occurred on Monday, February 23rd. The shares were sold at an average price of $205.22, for a total transaction of $3,642,860.22. Following the transaction, the chief executive officer owned 9,405 shares in the company, valued at $1,930,094.10. This represents a 65.37% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, VP Shelley Reynolds sold 2,695 shares of the stock in a transaction that occurred on Monday, February 23rd. The stock was sold at an average price of $205.90, for a total transaction of $554,900.50. Following the transaction, the vice president owned 119,780 shares in the company, valued at approximately $24,662,702. The trade was a 2.20% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders have sold 124,186 shares of company stock worth $27,826,739. Insiders own 9.70% of the company’s stock.

Analyst Ratings Changes

A number of equities research analysts have recently issued reports on AMZN shares. President Capital dropped their target price on shares of Amazon.com from $320.00 to $296.00 and set a “buy” rating on the stock in a report on Tuesday, February 10th. Cantor Fitzgerald upped their target price on shares of Amazon.com from $260.00 to $280.00 and gave the company an “overweight” rating in a report on Tuesday. Royal Bank Of Canada reaffirmed an “outperform” rating and issued a $300.00 target price on shares of Amazon.com in a report on Friday, February 6th. Morgan Stanley reaffirmed an “overweight” rating and issued a $300.00 target price (down from $315.00) on shares of Amazon.com in a report on Friday, February 6th. Finally, Wells Fargo & Company upped their target price on shares of Amazon.com from $304.00 to $305.00 and gave the company an “overweight” rating in a report on Thursday, April 2nd. One research analyst has rated the stock with a Strong Buy rating, fifty-four have issued a Buy rating and four have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, Amazon.com has an average rating of “Moderate Buy” and an average target price of $288.91.

Get Our Latest Report on Amazon.com

Amazon.com Stock Down 0.1%

Shares of AMZN opened at $255.08 on Friday. Amazon.com, Inc. has a 52 week low of $178.85 and a 52 week high of $258.79. The firm has a market cap of $2.74 trillion, a P/E ratio of 35.58, a price-to-earnings-growth ratio of 1.91 and a beta of 1.38. The firm’s 50-day simple moving average is $217.54 and its 200 day simple moving average is $225.95. The company has a debt-to-equity ratio of 0.16, a quick ratio of 0.88 and a current ratio of 1.05.

Amazon.com (NASDAQ:AMZN – Get Free Report) last announced its quarterly earnings results on Thursday, February 5th. The e-commerce giant reported $1.95 EPS for the quarter, missing analysts’ consensus estimates of $1.97 by ($0.02). Amazon.com had a net margin of 10.83% and a return on equity of 21.87%. The company had revenue of $213.39 billion during the quarter, compared to analyst estimates of $211.02 billion. During the same quarter last year, the company posted $1.86 EPS. The firm’s quarterly revenue was up 13.6% on a year-over-year basis. On average, analysts forecast that Amazon.com, Inc. will post 7.72 earnings per share for the current year.

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.