Simon Quick Advisors 13F: Adds $1.4M to Amazon.com (AMZN) Stake
Key Points
- Simon Quick Advisors boosted its Amazon position by 5,569 shares, increasing its total holdings to 154,204 shares valued at about $38.4 million.
- As of October 27, 2026, Amazon shares were recently traded around $249.01, which is about 0.4% above the closing price of $248.00 on October 23, 2026.
- Amazon.com, Inc. has reported trailing twelve-month revenue of approximately $775.7 billion and an EPS of $12.43.
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On October 26, 2026, Simon Quick Advisors increased its position in Amazon.com, Inc. (AMZN) by 5,569 shares, raising its total to 154,204 shares valued at about $38.4 million. This information comes from the fund's latest Form 13F filing with the SEC.
AMZN
Amazon.com, Inc.
What Changed in Simon Quick Advisors' Amazon Position
Simon Quick Advisors boosted its stake by 5,569 shares, a 3.7% increase from the previous total of 148,635 shares. The reported value of this position is approximately $38.4 million, contributing to the fund's overall reported value of about $1.34 billion.
Where Amazon Fits in Simon Quick Advisors' Portfolio
Amazon now makes up 2.87% of Simon Quick Advisors' reported portfolio, ranking 9th among its 455 holdings.
Other Institutional Activity in Amazon.com, Inc.
Several other funds adjusted their positions in Amazon recently. Marathon Asset Management reduced its stake by 94,715 shares, ending with 332,912 shares worth about $82.99 million. Alta Capital Management also trimmed its holdings by 59,035 shares, bringing its total to 312,445 shares valued at approximately $77.85 million. Meanwhile, MBL Wealth increased its position by 4,478 shares, now holding 37,979 shares worth about $9.46 million.
Amazon.com, Inc. Stock Up 0.4%
As of October 27, 2026, Amazon shares were trading around $249.01, which is about 0.4% above the closing price of $248.00 on October 23, 2026. The stock is currently below its 50-day moving average of $255.38 but above its 200-day average of $243.31.
Recent Earnings
Amazon reported trailing twelve-month revenue of approximately $775.7 billion and an EPS of $12.43. The next earnings report is scheduled for 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.
Insider Buying and Selling at Amazon.com, Inc.
In recent insider transactions, Officer Matthew S. Garman sold 14,541 shares on August 21, 2026, while Officer David A. Zapolsky sold 15,430 shares on August 24, 2026. Additionally, Officer Douglas J. Herrington sold 1,000 shares on September 1, 2026, and another 1,000 shares on October 1, 2026.
Analysts Set New Price Targets
On October 26, 2026, UBS maintained a Buy rating on Amazon with a price target of $348. Earlier, Tigress Financial maintained a Buy rating with a target of $385, and Morgan Stanley maintained an Overweight rating with a target of $350. The consensus recommendation for Amazon is a Strong Buy, with a mean price target of $332.24 from 58 analyst opinions.
About Amazon.com, Inc.
Amazon.com, Inc. engages in retail sales of consumer products and subscriptions through online and physical stores globally. The company operates in three segments: North America, International, and Amazon Web Services (AWS). It also develops and sells electronic devices and media content.
Bottom Line
Investors should watch for Amazon's next earnings report on October 29, 2026, as well as any further filings from Simon Quick Advisors. This filing reflects the fund's ongoing interest in Amazon amid changes in its investment strategy.
Related Filing Alerts
Source: Simon Quick Advisors's 13F filing on $AMZN (Oct 26, 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