BSN CAPITAL PARTNERS 13F: Adds $48M to Amazon.com (AMZN) Stake

BSN Capital Partners boosted its stake in Amazon.com, Inc. AMZN by adding 192,400 shares during the period, according to a Form 13F filed with the SEC on October 23, 2026. The purchase lifted the firm's holdings by 130.4% to reach 340,000 shares. The reported value of the position stood at $84,751,800.

AMZN Amazon.com, Inc.

$248 ▲ +9.49% year to date

1M 3M YTD

Daily close · Oct 23, 2026

What Changed in BSN Capital Partners's Amazon.com, Inc. Position

The fund increased its exposure to the online retail and cloud computing giant significantly, moving from 147,600 shares prior to the filing up to 340,000 shares. That expansion reflects a notable vote of confidence in the business, bringing the total value of the holding to nearly $84.8 million based on period values.

Other Institutional Activity in Amazon.com, Inc.

Other investment managers also adjusted their positions in the retail heavyweight around the same time. Sterling Capital Management cut its holdings by 27,270 shares, ending with 221,047 shares valued at about $55,100,000. Meanwhile, MBL Wealth grew its holdings by 13.4%, adding 4,478 shares to finish with 37,979 shares worth approximately $9,500,000.

Amazon.com, Inc. Stock Down 5.5%

Amazon.com, Inc. closed at $248.00 on the day of the filing and recently traded around $248.04. That puts the stock about 3.1% below its 50-day moving average of $255.99 and 2.0% above its 200-day moving average of $243.26. Shares sit roughly 13.6% below their 52-week high of $287.20 and 26.6% above their 52-week low of $196.00.

Recent Earnings

Amazon.com, Inc. generated trailing twelve month revenue of $775.68 billion with a net profit margin of 17.4%. The company posted basic earnings of $12.43 per share alongside a return on equity of 30.6%. Investors look ahead to the next earnings release scheduled for October 29, 2026.

Insider Buying and Selling at Amazon.com, Inc.

Company insiders completed several stock sales leading up to the filing. Officer Matthew S Garman sold 14,541 shares on August 21, 2026, for a total value of $3,766,920. Officer David A. Zapolsky parted with 15,430 shares on August 24, 2026, worth $4,004,345. Officer Douglas J Herrington sold 1,000 shares on September 1, 2026, at $254.77 per share for $254,770, and another 1,000 shares on October 1, 2026, at $251.50 per share for $251,500.

Analysts Set New Price Targets

Analyst sentiment remains upbeat ahead of the earnings report. TD Cowen reiterated its buy rating with a $350.00 price target on October 5, 2026. Tigress Financial maintained a buy rating on October 6, 2026, while raising its target from $315.00 to $385.00. Wells Fargo kept an overweight rating on October 12, 2026, adjusting its target from $338.00 to $329.00. Cantor Fitzgerald maintained an overweight rating on October 12, 2026, lowering its target from $320.00 to $310.00. Morgan Stanley maintained an overweight rating on October 19, 2026, lifting its target from $335.00 to $350.00. Across the street, the stock holds a consensus strong buy rating backed by 58 analyst opinions and an average target price of $331.72.

About Amazon.com, Inc.

Amazon.com, Inc. operates an expansive global e-commerce marketplace, digital advertising network, and subscription service business, alongside its dominant cloud computing division, Amazon Web Services. The Seattle-based company also designs and builds consumer electronics including Kindle e-readers, Fire tablets, Echo smart speakers, and Ring security devices, while producing original entertainment content.

Bottom Line

BSN Capital Partners expanded its exposure significantly during a quarter marked by active institutional rebalancing and steady insider transactions. Market participants now turn their attention to the upcoming earnings report on October 29, 2026, for fresh insights into retail demand and cloud growth.