B. Riley Wealth Advisors 13F: Adds $15M to AMZN Stake

The firm added 61,595 shares of Amazon, raising its stake to 212,968 shares worth $53.1 million.

Reviewed by automated data checks against the source filing. How we make and check alerts

B. Riley Wealth Advisors added 61,595 shares to its stake in Amazon.com, Inc. ($AMZN), a 40.69% increase, according to a 13F filing with the SEC dated October 13, 2026. It reported 212,968 shares worth $53.06 million at the end of the quarter.

Since the filing, $AMZN is down 3.3% to date (from the $258.58 close on Oct 13, 2026).

Find the original: B. Riley Wealth Advisors 13F filings on SEC EDGAR

AMZN Amazon.com, Inc.
$250 +10.38% year to date
Daily close · Oct 16, 2026

Key Points

  • B. Riley Wealth Advisors increased its Amazon.com, Inc. stake by 40.7%, adding 61,595 shares to reach 212,968 shares, valued at $53.1 million.
  • Amazon has a market cap of approximately $2.79 trillion, a P/E ratio of 20.79, and a 52-week range between $196.00 and $287.20.
  • The company reported revenue of $775.7 billion with a net margin of 17.44% and is expected to announce earnings on October 29, 2026.

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Not investment advice. EarningsIQ is not a registered investment adviser, and this automated Amazon.com, Inc. alert may contain errors. Disclosures

B. Riley Wealth Advisors has increased its investment in Amazon.com, Inc. (NasdaqGS: AMZN), adding 61,595 shares. This boost raised its total holdings to 212,968 shares, valued at approximately $53.1 million. The move reflects a 40.7% increase from the previous quarter, based on the latest Form 13F filing with the SEC.

13F track record

B. Riley Wealth Advisors vs. the S&P 500

YTD return +6.64% hypothetical
All-time return +6.64% S&P 500 +4.87%
vs. S&P 500 +1.77% ahead of the index

Hypothetical returns from B. Riley Wealth Advisors's disclosed trades, not real profit or advice. How we model this.

What Changed in B. Riley Wealth Advisors' Amazon Position

B. Riley Wealth Advisors grew its stake in Amazon by 61,595 shares, bringing its total to 212,968 shares. This marks a 40.7% increase from its prior holdings of 151,373 shares. The reported value of these holdings is about $53.1 million.

Amazon.com, Inc. Stock Down 2.0%

As of Friday, Amazon.com, Inc. has a market capitalization of approximately $2.79 trillion. The company's stock is trading with a P/E ratio of 20.79 and a forward P/E of 24.88. The stock has experienced a 52-week low of $196.00 and a high of $287.20. Amazon's 50-day moving average is $256.10, while its 200-day moving average stands at $240.42. The firm maintains a current ratio of 1.03 and a quick ratio of 0.84, with a debt-to-equity ratio of 45.62.

Recent Earnings

Amazon reported revenue of $775.7 billion, reflecting a growth rate of 19.6%. The company's net margin stands at 17.44%, with a return on equity of 30.56%. Amazon's next earnings report is scheduled for October 29, 2026.

Earnings drift grade

Outlook vs expectations on the last report — not price action.

B- 72/100

Reported Apr 29, 2026

  1. Forward outlook

    23 analysts raised price targets.

  2. EPS & revenue

    EPS missed estimates by 3.6%. Revenue met estimates.

  3. Profit surprise

    EBITDA beat by 31 percent. Operating income beat by 90 percent.

  4. Pre-earnings setup

    Bar was high, analysts already very bullish.

  5. Analyst signal

    23 target raises.

  6. 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.

About Amazon.com, Inc.

Amazon.com, Inc. is a global leader in the retail sale of consumer products and services through both online and physical stores. Headquartered in Seattle, Washington, and led by CEO Andrew Jassy, Amazon operates across segments including North America, International, and Amazon Web Services (AWS). The company offers a wide range of products and services, from electronics like Kindle and Echo to cloud computing solutions. With a workforce of over 1.59 million employees, Amazon continues to innovate in e-commerce, technology, and media.

Bottom Line

B. Riley Wealth Advisors' decision to significantly increase its position in Amazon.com, Inc. underscores the firm's confidence in the company's growth potential. Investors often track such moves to gauge market sentiment, although it's important to remember that 13F filings are historical and may not reflect current positions. Amazon remains a key player in the consumer cyclical sector, with robust financial metrics and a strong market presence.

Source: B. Riley Wealth Advisors's 13F filing on $AMZN (Oct 13, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Find the original filing: B. Riley Wealth Advisors 13F filings on SEC EDGAR. Written by software, not financial advice. How we make alerts

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