Montrusco Bolton Investments 13F: Cuts AMZN Stake by $67M
Montrusco Bolton Investments trimmed its holdings in Amazon, reducing its position by 268,801 shares.
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Montrusco Bolton Investments sold 268,801 shares from its stake in Amazon.com, Inc. ($AMZN), a 17.05% decrease, according to a 13F filing with the SEC dated October 13, 2026. It reported 1,307,343 shares worth $325.72 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: Montrusco Bolton Investments 13F filings on SEC EDGAR
AMZN
Amazon.com, Inc.
Key Points
- Montrusco Bolton Investments cut its Amazon stake by 17%, selling 268,801 shares as of its latest 13F filing.
- Montrusco Bolton Investments held 1,307,343 $AMZN shares at quarter end, down 17.05% from the prior quarter.
- Amazon's market cap is approximately $2.79 trillion with a P/E ratio of 20.79 and a 52-week high of $287.20.
- Despite the reduction, Amazon remains a strong buy with a mean price target of $329.20 from analysts.
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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
Montrusco Bolton Investments recently reduced its holdings in Amazon.com, Inc. (NasdaqGS: AMZN) according to its latest filing with the SEC. The firm cut its position by 268,801 shares, a 17% decrease, leaving it with 1,307,343 shares valued at approximately $325.7 million as of the reporting period.
Montrusco Bolton Investments vs. the S&P 500
Hypothetical returns from Montrusco Bolton Investments's disclosed trades, not real profit or advice. How we model this.
What Changed in Montrusco Bolton's Amazon Position
Montrusco Bolton trimmed its Amazon holdings from 1,576,144 shares to 1,307,343 shares. This reduction of 268,801 shares reflects a 17% decrease in its stake. The value of its remaining shares stands at $325.7 million.
Amazon.com, Inc. Stock Down 2.0%
Shares of Amazon.com, Inc. traded around $253.71 recently. The company boasts a market capitalization of about $2.79 trillion. It has a P/E ratio of 20.79 and a forward P/E of 24.88, with a beta of 1.443, indicating higher volatility compared to the market. Over the past year, Amazon's stock has ranged from a low of $196.00 to a high of $287.20. The company's 50-day moving average is $256.10, and its 200-day moving average is $240.42. Amazon maintains a current ratio of 1.033, a quick ratio of 0.843, and a debt-to-equity ratio of 45.617.
Recent Earnings
Amazon reported revenue of $775.68 billion with a growth rate of 19.6%. The company achieved a net margin of 17.44% and a return on equity of 30.56%. Its earnings per share were $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.
About Amazon.com, Inc.
Amazon.com, Inc., based in Seattle, Washington, is a global leader in online retail, offering a wide range of consumer products and services. It operates through segments like North America, International, and Amazon Web Services (AWS). Apart from retail, Amazon manufactures electronic devices and produces media content. It also provides various services, including cloud computing and advertising. The company is led by CEO Andrew R. Jassy and employs approximately 1,595,000 people worldwide.
Bottom Line
Montrusco Bolton's decision to reduce its stake in Amazon reflects a strategic portfolio adjustment. Even with the reduction, Amazon's strong financials and market position keep it in the spotlight for investors. Remember, 13F filings are backward-looking and may not reflect the current investment stance.
Related Filing Alerts
Source: Montrusco Bolton Investments'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: Montrusco Bolton Investments 13F filings on SEC EDGAR. Written by software, not financial advice. How we make alerts