Wilmington Savings Fund Society, FSB 13F: Adds $5.3M to AMZN Stake
Key Points
- Wilmington Savings Fund Society boosted its Amazon.com, Inc. holdings by 21,163 shares to finish with 171,278 shares worth about $42.7 million.
- Amazon.com, Inc. recently traded near $248.04, holding above its 200-day moving average as investors await upcoming results.
- Wall Street analysts maintain a strong consensus on the retail and cloud giant, backed by numerous recent target updates.
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Wilmington Savings Fund Society increased its holdings in Amazon.com, Inc. AMZN by 21,163 shares during the period, according to a Form 13F filing on October 23, 2026.
AMZN
Amazon.com, Inc.
What Changed in Wilmington Savings Fund Society's Amazon.com, Inc. Position
The fund grew its stake by 14.1%, moving from 150,115 shares up to 171,278 shares. The reported value of the position reached $42,673,914 at the close of the period.
Other Institutional Activity in Amazon.com, Inc.
Other large investors adjusted their holdings around the same time. Sterling Capital Management cut its holdings by 27,270 shares, ending with 221,047 shares worth about $55,100,000. MBL Wealth grew its holdings by 13.4%, adding 4,478 shares to finish with 37,979 shares valued at roughly $9,500,000. BSN Capital Partners boosted its stake by 130.4%, adding 192,400 shares to hold 340,000 shares worth about $84,800,000.
Amazon.com, Inc. Stock Down 5.5%
The stock recently traded around $248.04, which is about equal to its closing price of $248.00 on October 23, 2026. The shares sit roughly 2.0% above their 200-day moving average of $243.26.
Recent Earnings
The company generated massive trailing-twelve-month revenue of $775.7 billion alongside solid profit margins and returns.
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%.
Insider Buying and Selling at Amazon.com, Inc.
Company insiders executed several transactions prior to the filing. Matthew S Garman sold 14,541 shares on August 21, 2026, for a total value of about $3,800,000. David A. Zapolsky disposed of 15,430 shares on August 24, 2026, valued at roughly $4,000,000. 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 $251.50.
Analysts Set New Price Targets
Wall Street firms have actively adjusted their views on the stock. On October 5, 2026, TD Cowen reiterated a buy rating with a $350.00 price target. Tigress Financial maintained a buy rating on October 6, 2026, raising its target to $385.00 from $315.00. Wells Fargo kept 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, lowering its target to $310.00 from $320.00. Morgan Stanley maintained an overweight rating on October 19, 2026, raising its target to $350.00 from $335.00. Overall, the stock carries a strong buy recommendation from analysts.
About Amazon.com, Inc.
Amazon.com, Inc. operates as a massive online retailer, cloud computing provider, and digital subscription platform. The company runs extensive online and physical stores alongside the high-growth Amazon Web Services cloud division.
Bottom Line
Institutional interest in Amazon remains strong as large funds manage their exposure. Investors will look to upcoming earnings reports for further guidance on retail and cloud performance.
Related Filing Alerts
Source: Wilmington Savings Fund Society, FSB's 13F filing on $AMZN (Oct 23, 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