MBL Wealth 13F: Adds $1.1M to Amazon.com (AMZN) Stake
Key Points
- MBL Wealth boosted its Amazon.com, Inc. position by 13.4%, lifting its total share count to 37,979 shares worth about $9.46 million in a filing on October 22, 2026.
- Other investment firms also adjusted their stakes, with RMR Wealth Builders growing its holdings to 84,353 shares and Sterling Capital Management trimming its position.
- Amazon.com trades recently around $248.04 as Wall Street analysts maintain a consensus strong buy rating ahead of the October 29 earnings release.
Since the filing, $AMZN is down 0.9% to date (from the $250.38 close on Oct 22, 2026).
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MBL Wealth increased its stake in Amazon.com, Inc. AMZN by 13.4% during the third quarter, according to a Form 13F filing with the Securities and Exchange Commission on October 22, 2026. The firm acquired an additional 4,478 shares to bring its total holdings to 37,979 shares. The reported value of the position reached roughly $9.46 million at the time of the report. Amazon.com closed at $250.38 on the filing date.
AMZN
Amazon.com, Inc.
What Changed in MBL Wealth's Amazon.com Position
MBL Wealth added to its previous holding of 33,501 shares, expanding its investment in the e-commerce and cloud computing giant. The 13.4% boost reflects continued interest from the firm heading into the final stretch of the year. The total value of the position stood at $9,462,355 following the purchase.
Other Institutional Activity in Amazon.com
Other institutional investors made notable shifts in their Amazon holdings around the same filing period. RMR Wealth Builders grew its holdings by 2,922 shares, ending with 84,353 shares worth about $21.02 million. Oriental Harbor Investment Master Fund lifted its position dramatically by 135.4%, adding 81,095 shares to reach 140,992 shares valued at approximately $35.13 million. Sterling Capital Management trimmed its stake by 10.9%, cutting 27,270 shares to hold 221,047 shares worth roughly $55.07 million. True North Advisors reduced its holdings by 2.2% down to 129,617 shares valued at $32.29 million. Midwest Trust also pared its stake by 2.3%, ending with 901,279 shares worth about $224.55 million.
Amazon.com, Inc. Stock Down 5.5%
Amazon.com shares recently traded around $248.04 as of October 24, 2026, sitting below the 50-day moving average of $255.99 but above the 200-day moving average of $243.26. The stock remains below its 52-week high of $287.20 while maintaining a solid gain over its 52-week low of $196.00.
Recent Earnings
Amazon posted trailing twelve-month revenue of $775.68 billion alongside earnings of $12.43 per share. The company achieved a net profit margin of 17.4% and a return on equity of 30.6%. The next financial results are scheduled for release on October 29, 2026.
Earnings drift grade
Outlook vs expectations on the last report — not price action.
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Forward outlook
23 analysts raised price targets.
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EPS & revenue
EPS missed estimates by 3.6%. Revenue met estimates.
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Profit surprise
EBITDA beat by 31 percent. Operating income beat by 90 percent.
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Pre-earnings setup
Bar was high, analysts already very bullish.
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Analyst signal
23 target raises.
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Earnings quality
Gross margin up 1.3 points. Operating margin up 1.3 points. Positive free cash flow.
Earnings Call Summary
Amazon had a strong first quarter with $181.5 billion in revenue and record 13.1 percent operating margin. Cloud computing services grew 28 percent year over year, the fastest pace in 15 quarters, driven by artificial intelligence demand. The company is investing tens of billions in data centers and chips, expecting these upfront costs to deliver strong returns in future years as customers pay for the capacity.
Guidance Amazon expects second quarter sales between $194 billion and $199 billion, up from first quarter's $181.5 billion. Operating income should reach $20 billion to $24 billion as the company invests heavily in artificial intelligence and new satellites for the Amazon LEO business.
Slightly positive report. The quarter was acceptable, but the forward setup is not strong.
Dividend
The company maintains a dividend payout ratio of 0.0% with a dividend yield of 0.0%.
Insider Buying and Selling at Amazon.com, Inc.
Company insiders completed several transactions prior to the filing date. Officer Matthew S Garman disposed of 14,541 shares on August 21, 2026, valued at about $3.77 million. Officer David A. Zapolsky sold 15,430 shares on August 24, 2026, worth roughly $4.0 million. Officer Douglas J Herrington sold 1,000 shares on September 1, 2026, at an average price of $254.77, and another 1,000 shares on October 1, 2026, at an average price of $251.50.
Analysts Set New Price Targets
Wall Street research firms maintained largely positive stances ahead of the filing. TD Cowen reiterated a buy rating with a $350.00 price target on October 5, 2026. Tigress Financial maintained a buy rating on October 6, 2026, raising its price target to $385.00 from $315.00. Wells Fargo maintained an overweight rating on October 12, 2026, adjusting its target to $329.00 from $338.00. Cantor Fitzgerald maintained an overweight rating on October 12, 2026, moving its target to $310.00 from $320.00. Morgan Stanley maintained an overweight rating on October 19, 2026, lifting its target to $350.00 from $335.00. Overall, the stock carries a consensus strong buy rating with a mean price target of $331.72 across 58 analyst opinions.
About Amazon.com
Amazon.com, Inc. operates as a massive global retailer, digital marketplace, and cloud computing provider through its online and physical storefronts, alongside its Amazon Web Services division. The company sells consumer electronics, media content, and advertising services. Institutional updates from firms like MBL Wealth track alongside ongoing shifts in retail demand and enterprise cloud adoption.
Bottom Line
Investors will look toward the upcoming earnings report on October 29, 2026, for further updates on retail demand and cloud growth. Additional SEC filings will provide more clarity on institutional positioning as the fourth quarter unfolds.
Related Filing Alerts
Source: MBL Wealth's 13F filing on $AMZN (Oct 22, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Written by software, not financial advice. How we make alerts