Bank of Montreal’s AstraZeneca AZN Stock Holding History

Bank of Montreal’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
2017 Q4	–	Sell	-1,000	Closed	-$68K	–	4163
2017 Q3	$68K	Sell	1,000 -86,700	-99%	-$5.48M	﹤0.01%	3118
2017 Q2	$5.98M	Buy	+87,700	New	+$5.73M	0.01%	1081
2015 Q1	–	Sell	-34,000	Closed	-$2.39M	–	3970
2014 Q4	$2.39M	Sell	34,000 -8,000	-19%	-$573K	﹤0.01%	1346
2014 Q3	$3M	Buy	+42,000	New	+$3.07M	﹤0.01%	1295

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

Bank of Montreal's AZN Position: Q2 2026 in Review

Bank of Montreal increased its AstraZeneca (AZN) stake by 23% in Q2 2026, buying an estimated $81.5M and bringing the position to 2,359,807 shares worth $441M. The position accounts for 0.15% of the portfolio, ranked #124.

Bank of Montreal first reported a position in AZN in Q2 2013 and has held it in 53 quarters since. 1,507 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

Bank of Montreal held 2,359,807 shares of AstraZeneca worth $441M as of Q2 2026.
Bank of Montreal bought 433,492 AstraZeneca shares in Q2 2026, an estimated $81.5M.
AstraZeneca made up 0.15% of Bank of Montreal's portfolio in Q2 2026, its #124 holding.
Bank of Montreal first reported a position in AstraZeneca in Q2 2013 and has held it in 53 quarters since.
1,507 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.