Tokio Marine Asset Management 13F: Adds $3.5M to AMZN Stake
Key Points
- Tokio Marine Asset Management now holds 553,585 shares of Amazon.com, Inc., up from 539,631 shares, representing a 2.6% increase.
- The fund's investment in Amazon is now worth about $137.9 million, making up 9.44% of its total reported value of $1.46 billion.
- Amazon has a current share price of $249.01, which is approximately 0.4% above its closing price of $248.00 on October 23, 2026.
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On October 26, 2026, Tokio Marine Asset Management boosted its stake in Amazon.com, Inc. (AMZN) by 13,954 shares, bringing its total holdings to 553,585 shares. This increase represents a 2.6% growth in their position, valued at approximately $137.9 million based on the stock's closing price of $248.00 on October 23, 2026. The information comes from the fund's latest Form 13F filing with the SEC.
AMZN
Amazon.com, Inc.
Where Amazon Fits in Tokio Marine Asset Management's Portfolio
Tokio Marine's investment in Amazon now accounts for 9.44% of its total reported value of $1.46 billion, ranking it as the third-largest position among the fund's 503 reported holdings.
Other Institutional Activity in Amazon.com
Anderson Hoagland recently added 5,206 shares to its Amazon position, raising its total to 188,331 shares valued at about $47.2 million. Meanwhile, Gf Fund Management boosted its stake by 161,459 shares, bringing its total to 1,402,691 shares worth approximately $349.5 million. However, UniSuper Management trimmed its holdings by 332,104 shares, now holding 3,031,276 shares valued at $755.2 million.
Amazon.com, Inc. Stock Up 0.4%
As of October 27, 2026, Amazon shares traded recently around $249.01, which is about 0.4% above its closing price of $248.00 on October 23. The stock is currently below its 50-day moving average of $255.38, but above its 200-day average of $243.31. The shares are also about 13.3% below their 52-week high of $287.20.
Recent Earnings
Amazon reported trailing twelve-month revenue of approximately $775.7 billion, reflecting a year-over-year growth of 19.6%. The next earnings report is scheduled for October 29, 2026, which may provide further insights into the company's performance.
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.
Several insiders have sold shares recently. On August 21, 2026, Officer Matthew S Garman sold 14,541 shares, valued at about $3.77 million. Following this, on August 24, Officer David A. Zapolsky sold 15,430 shares, worth approximately $4.0 million. Additionally, Officer Douglas J Herrington sold 1,000 shares on October 1, 2026, at an average price of $251.50, totaling about $251,500.
Analysts Set New Price Targets
On October 26, 2026, UBS maintained a Buy rating on Amazon with a price target of $348, up from a prior target of $318. Other firms, including Tigress Financial and Wells Fargo, have also maintained positive ratings with targets ranging from $310 to $385. The consensus recommendation for Amazon is a strong buy, based on 58 analyst opinions with a mean price target of $332.24.
About Amazon.com
Amazon.com, Inc. operates as a major online retailer, selling consumer products and providing various services through its websites and physical stores worldwide. The company also offers cloud computing services through Amazon Web Services and develops electronic devices like Kindle and Echo.
Bottom Line
Investors should keep an eye on Amazon's upcoming earnings report on October 29, 2026, as well as any further institutional activity that may influence the stock's performance. Tokio Marine's recent increase in holdings signals confidence in Amazon's growth potential amid a competitive market.
Related Filing Alerts
Source: Tokio Marine Asset Management'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