Anchor Investment Management’s AstraZeneca AZN Stock Holding History

Anchor Investment Management’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 Q1	$86.2K	Sell	437 -165	-27%	-$31.8K	0.01%	506
2025 Q4	$111K	Hold	602	–	–	0.01%	465
2025 Q3	$92.3K	Hold	602	–	–	0.01%	503
2025 Q2	$84.1K	Hold	602	–	–	0.01%	511
2025 Q1	$88.4K	Hold	602	–	–	0.01%	482
2024 Q4	$78.8K	Sell	602 -38	-6%	-$5.32K	0.01%	505
2024 Q3	$99.6K	Buy	640 +447	+232%	+$72.2K	0.01%	463
2024 Q2	$30.1K	Hold	193	–	–	﹤0.01%	586
2024 Q1	$26.2K	Hold	193	–	–	﹤0.01%	631
2023 Q4	$26K	Hold	193	–	–	﹤0.01%	617
2023 Q3	$26.1K	Hold	193	–	–	﹤0.01%	617
2023 Q2	$27.6K	Hold	193	–	–	﹤0.01%	602
2023 Q1	$26.8K	Hold	193	–	–	﹤0.01%	619
2022 Q4	$26.2K	Sell	193 -2	-1%	-$251	﹤0.01%	607
2022 Q3	$21.3K	Hold	195	–	–	﹤0.01%	621
2022 Q2	$25.7K	Hold	195	–	–	﹤0.01%	614
2022 Q1	$25.8K	Hold	195	–	–	﹤0.01%	630
2021 Q4	$22.7K	Hold	195	–	–	﹤0.01%	678
2021 Q3	$23.4K	Hold	195	–	–	﹤0.01%	625
2021 Q2	$23.3K	Hold	195	–	–	﹤0.01%	639
2021 Q1	$19.3K	Buy	195 +2	+1%	+$201	﹤0.01%	631
2020 Q4	$19.3K	Hold	193	–	–	﹤0.01%	601
2020 Q3	$21.2K	Hold	193	–	–	﹤0.01%	556
2020 Q2	$20.4K	Hold	193	–	–	﹤0.01%	552
2020 Q1	$17.2K	Buy	193 +17	+10%	+$1.6K	﹤0.01%	556
2019 Q4	$17.5K	Hold	176	–	–	﹤0.01%	583
2019 Q3	$15.6K	Hold	176	–	–	﹤0.01%	594
2019 Q2	$14.5K	Hold	176	–	–	﹤0.01%	601
2019 Q1	$14.2K	Hold	176	–	–	﹤0.01%	597
2018 Q4	$13.3K	Hold	176	–	–	﹤0.01%	593
2018 Q3	$13.9K	Hold	176	–	–	﹤0.01%	613
2018 Q2	$12.3K	Buy	+176	New	+$12.7K	﹤0.01%	633

Other funds holding AZN

Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VAM

Vanguard Asset Management London, Ec4n 8af $117B AUM

Anchor Investment Management's AZN Position: Q1 2026 in Review

Anchor Investment Management reduced its AstraZeneca (AZN) stake by 27% in Q1 2026, selling an estimated $31.8K and leaving 437 shares worth $86.2K. The position accounts for 0.01% of the portfolio, ranked #506.

Anchor Investment Management first reported a position in AZN in Q2 2018 and has held it in 32 quarters since. The position peaked at $111K in Q4 2025. 1,377 funds tracked by Wall St. Rank hold AZN as of Q1 2026.

Anchor Investment Management held 437 shares of AstraZeneca worth $86.2K as of Q1 2026.
Anchor Investment Management sold 165 AstraZeneca shares in Q1 2026, an estimated $31.8K.
AstraZeneca made up 0.01% of Anchor Investment Management's portfolio in Q1 2026, its #506 holding.
Anchor Investment Management first reported a position in AstraZeneca in Q2 2018 and has held it in 32 quarters since.
Anchor Investment Management's AstraZeneca position peaked at $111K in Q4 2025.
1,377 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.