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AIMZ Investment Advisors’s AstraZeneca AZN Stock Holding History

AIMZ Investment Advisors’s Portfolio AZN Stock Details AZN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.16M Sell
27,221
-75
-0.3% -$14.1K 1.42% 20
2026
Q1 		$5.38M Sell
27,296
-595
-2% -$115K 1.66% 15
2025
Q4 		$5.13M Sell
27,891
-239
-0.8% -$41.9K 1.47% 21
2025
Q3 		$4.32M Sell
28,130
-536
-2% -$81.1K 1.35% 26
2025
Q2 		$4.01M Sell
28,666
-133
-0.5% -$18.6K 1.34% 24
2025
Q1 		$4.23M Sell
28,799
-90
-0.3% -$13K 1.48% 22
2024
Q4 		$3.79M Sell
28,889
-159
-0.5% -$22.3K 1.32% 25
2024
Q3 		$4.53M Sell
29,048
-307
-1% -$49.6K 1.55% 19
2024
Q2 		$4.58M Sell
29,355
-252
-0.9% -$37.9K 1.64% 15
2024
Q1 		$4.01M Sell
29,607
-420
-1% -$55.6K 1.5% 17
2023
Q4 		$4.04M Sell
30,027
-531
-2% -$69K 1.64% 16
2023
Q3 		$4.14M Sell
30,558
-212
-0.7% -$29K 1.84% 13
2023
Q2 		$4.4M Sell
30,770
-34
-0.1% -$5K 1.89% 13
2023
Q1 		$4.28M Sell
30,804
-511
-2% -$68.8K 1.92% 13
2022
Q4 		$4.25M Sell
31,315
-11
-0% -$1.38K 2% 11
2022
Q3 		$3.44M Sell
31,326
-129
-0.4% -$16.4K 1.74% 17
2022
Q2 		$4.16M Sell
31,455
-56
-0.2% -$7.35K 1.99% 13
2022
Q1 		$4.18M Sell
31,511
-1,137
-3% -$136K 1.72% 16
2021
Q4 		$3.8M Buy
32,648
+744
+2% +$87.5K 1.48% 18
2021
Q3 		$3.83M Buy
+31,904
New +$3.71M 1.73% 15

Other funds holding AZN

EP
Evelyn Partners London $46.9B AUM
IA
Investor AB Stockholm, Sweden $14.4B AUM 4.07% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AIMZ Investment Advisors's AZN Position: Q2 2026 in Review

AIMZ Investment Advisors reduced its AstraZeneca (AZN) stake by 0.27% in Q2 2026, selling an estimated $14.1K and leaving 27,221 shares worth $5.16M. The position accounts for 1.42% of the portfolio, ranked #20.

AIMZ Investment Advisors first reported a position in AZN in Q3 2021 and has held it in 20 quarters since. The position peaked at $5.38M in Q1 2026. 1,495 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • AIMZ Investment Advisors held 27,221 shares of AstraZeneca worth $5.16M as of Q2 2026.
  • AIMZ Investment Advisors sold 75 AstraZeneca shares in Q2 2026, an estimated $14.1K.
  • AstraZeneca made up 1.42% of AIMZ Investment Advisors's portfolio in Q2 2026, its #20 holding.
  • AIMZ Investment Advisors first reported a position in AstraZeneca in Q3 2021 and has held it in 20 quarters since.
  • AIMZ Investment Advisors's AstraZeneca position peaked at $5.38M in Q1 2026.
  • 1,495 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on AIMZ Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.