Xcel Wealth Management LLC Has $27.92 Million Position in Amazon.com, Inc. $AMZN

Posted by Kyle Jackson on Jul 3rd, 2026

Xcel Wealth Management LLC lowered its holdings in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 1.7% in the 1st quarter, HoldingsChannel.com reports. The firm owned 134,063 shares of the e-commerce giant’s stock after selling 2,307 shares during the period. Amazon.com comprises approximately 7.7% of Xcel Wealth Management LLC’s portfolio, making the stock its biggest holding. Xcel Wealth Management LLC’s holdings in Amazon.com were worth $27,921,000 at the end of the most recent quarter.

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

Amazon.com Price Performance

Shares of Amazon.com stock opened at $242.67 on Friday. The stock has a market cap of $2.61 trillion, a price-to-earnings ratio of 29.03, a price-to-earnings-growth ratio of 1.80 and a beta of 1.46. The company has a debt-to-equity ratio of 0.27, a quick ratio of 1.01 and a current ratio of 1.18. The stock has a 50 day moving average price of $254.82 and a 200-day moving average price of $234.51. Amazon.com, Inc. has a one year low of $196.00 and a one year high of $278.56.

Amazon.com (NASDAQ:AMZN – Get Free Report) last released its quarterly earnings results on Wednesday, April 29th. The e-commerce giant reported $2.78 earnings per share for the quarter, beating the consensus estimate of $1.63 by $1.15. Amazon.com had a return on equity of 19.92% and a net margin of 12.22%.The company had revenue of $181.52 billion for the quarter, compared to analyst estimates of $177.28 billion. During the same quarter in the prior year, the firm posted $1.59 EPS. Amazon.com’s quarterly revenue was up 16.6% compared to the same quarter last year. Equities analysts expect that Amazon.com, Inc. will post 7.75 EPS for the current year.

Analyst Ratings Changes

Several equities analysts have weighed in on AMZN shares. Susquehanna restated a “positive” rating and set a $325.00 price target (up from $300.00) on shares of Amazon.com in a report on Thursday, April 30th. Barclays reaffirmed an “overweight” rating on shares of Amazon.com in a report on Tuesday, June 9th. Arete Research raised their target price on shares of Amazon.com from $301.00 to $310.00 and gave the company a “buy” rating in a report on Monday, May 18th. Stifel Nicolaus set a $319.00 price target on shares of Amazon.com and gave the stock a “buy” rating in a research report on Thursday, April 30th. Finally, TD Securities upgraded shares of Amazon.com to a “buy” rating in a research report on Monday, April 13th. Fifty-seven research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $312.79.

Check Out Our Latest Report on AMZN

Insider Activity

In other Amazon.com news, CEO Douglas J. Herrington sold 27,500 shares of the business’s stock in a transaction on Monday, May 4th. The shares were sold at an average price of $275.00, for a total transaction of $7,562,500.00. Following the transaction, the chief executive officer owned 471,361 shares in the company, valued at $129,624,275. The trade was a 5.51% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at 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 on Monday, May 4th. The shares were 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 in the company, valued at approximately $598,335,650. This represents a 1.42% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders have sold 195,774 shares of company stock worth $51,643,704. 8.90% of the stock is currently owned by insiders.

More Amazon.com News

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

Positive Sentiment: Amazon said its Leo satellite network has enough satellites to begin initial broadband service this year, creating a new growth avenue in space-based internet. Reuters: Amazon to start initial Leo internet service this year as network nears 400 satellites
Positive Sentiment: Amazon is deepening its AI strategy by developing custom chips for consumer devices and expanding AWS AI engineering support, which could strengthen margins and enterprise adoption. CNBC: Amazon is designing its own AI chips for Echo, Fire TV and future devices
Positive Sentiment: Prime Day sales reportedly rose to a record $26.4 billion, signaling strong e-commerce demand and improving sentiment ahead of quarterly results. Yahoo Finance/Reuters: Online Spending Rises 5.3% on First Day of Amazon’s Prime Day

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.