Analyst IMS Investment Management Services’s AstraZeneca AZN Stock Holding History

Analyst IMS Investment Management Services’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	–	Sell	-150	Closed	-$2.2M	–	156
2026 Q1	$2.2M	Buy	+150	New	+$28.9K	0.07%	59
2025 Q3	–	Sell	-3,950	Closed	-$552K	–	123
2025 Q2	$552K	Hold	3,950	–	–	0.02%	108
2025 Q1	$581K	Hold	3,950	–	–	0.02%	104
2024 Q4	$518K	Hold	3,950	–	–	0.02%	105
2024 Q3	$615K	Buy	+3,950	New	+$638K	0.02%	99
2018 Q4	–	Sell	-760	Closed	-$60	–	103
2018 Q3	$60	Buy	+760	New	+$57.5K	0.01%	128

Other funds holding AZN

Evelyn Partners London $46.9B AUM

Investor AB Stockholm, Sweden $14.4B AUM 4.07% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Analyst IMS Investment Management Services's AZN Position: Q2 2026 in Review

Analyst IMS Investment Management Services sold out of AstraZeneca (AZN) in Q2 2026, closing a stake of 150 shares — an estimated $2.2M sold.

Analyst IMS Investment Management Services first reported a position in AZN in Q3 2018 and held it in 6 quarters. The position peaked at $2.2M in Q1 2026. 1,495 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

Analyst IMS Investment Management Services reported no remaining AstraZeneca position as of Q2 2026 after selling out during the quarter.
Analyst IMS Investment Management Services sold 150 AstraZeneca shares in Q2 2026, an estimated $2.2M.
Analyst IMS Investment Management Services first reported a position in AstraZeneca in Q3 2018 and held it in 6 quarters.
Analyst IMS Investment Management Services's AstraZeneca position peaked at $2.2M in Q1 2026.
1,495 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Analyst IMS Investment Management Services's 13F filing for Q2 2026, filed 29 Jul 2026.