BCWM
AZN icon

Bartlett & Co Wealth Management’s AstraZeneca AZN Stock Holding History

Bartlett & Co Wealth 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 		$204K Sell
1,112
-336
-23% -$64.8K ﹤0.01% 458
2025
Q4 		$266K Hold
1,448
– – ﹤0.01% 418
2025
Q3 		$222K Buy
1,448
+314
+28% +$47.5K ﹤0.01% 434
2025
Q2 		$158K Buy
1,134
+358
+46% +$50.2K ﹤0.01% 471
2025
Q1 		$114K Buy
776
+71
+10% +$10.3K ﹤0.01% 525
2024
Q4 		$92.4K Hold
705
– – ﹤0.01% 550
2024
Q3 		$110K Sell
705
-85
-11% -$13.7K ﹤0.01% 532
2024
Q2 		$123K Hold
790
– – ﹤0.01% 510
2024
Q1 		$107K Hold
790
– – ﹤0.01% 540
2023
Q4 		$106K Buy
790
+394
+99% +$51.2K ﹤0.01% 568
2023
Q3 		$53.6K Hold
396
– – ﹤0.01% 655
2023
Q2 		$56.7K Buy
396
+84
+27% +$12.4K ﹤0.01% 645
2023
Q1 		$43.2K Hold
312
– – ﹤0.01% 593
2022
Q4 		$42.2K Hold
312
– – ﹤0.01% 606
2022
Q3 		$34.2K Hold
312
– – ﹤0.01% 624
2022
Q2 		$41.2K Hold
312
– – ﹤0.01% 601
2022
Q1 		$41.3K Buy
+312
New +$37.4K ﹤0.01% 619
2021
Q4 		– Sell
-312
Closed -$37.4K – 440
2021
Q3 		$37.4K Buy
312
+14
+5% +$1.63K ﹤0.01% 548
2021
Q2 		$35.7K Hold
298
– – ﹤0.01% 550
2021
Q1 		$29.6K Hold
298
– – ﹤0.01% 620
2020
Q4 		$29.8K Buy
298
+21
+8% +$2.22K ﹤0.01% 613
2020
Q3 		$30.3K Buy
277
+50
+22% +$5.56K ﹤0.01% 563
2020
Q2 		$24K Sell
227
-12
-5% -$1.24K ﹤0.01% 593
2020
Q1 		$21.3K Buy
239
+12
+5% +$1.13K ﹤0.01% 574
2019
Q4 		$22.6K Hold
227
– – ﹤0.01% 644
2019
Q3 		$20.2K Buy
+227
New +$19.7K ﹤0.01% 652
2019
Q2 		– Sell
-33
Closed -$2.63K – 767
2019
Q1 		$2.63K Sell
33
-767
-96% -$60.5K ﹤0.01% 639
2018
Q4 		$60.8K Hold
800
– – ﹤0.01% 379
2018
Q3 		$63.3K Buy
+800
New +$60.5K ﹤0.01% 407

Other funds holding AZN

IA
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
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VAM
Vanguard Asset Management London, Ec4n 8af $117B AUM

Bartlett & Co Wealth Management's AZN Position: Q1 2026 in Review

Bartlett & Co Wealth Management reduced its AstraZeneca (AZN) stake by 23% in Q1 2026, selling an estimated $64.8K and leaving 1,112 shares worth $204K. The position accounts for ﹤0.01% of the portfolio, ranked #458.

Bartlett & Co Wealth Management first reported a position in AZN in Q3 2018 and has held it in 29 quarters since. The position peaked at $266K in Q4 2025. 1,377 funds tracked by Wall St. Rank hold AZN as of Q1 2026.

  • Bartlett & Co Wealth Management held 1,112 shares of AstraZeneca worth $204K as of Q1 2026.
  • Bartlett & Co Wealth Management sold 336 AstraZeneca shares in Q1 2026, an estimated $64.8K.
  • AstraZeneca made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #458 holding.
  • Bartlett & Co Wealth Management first reported a position in AstraZeneca in Q3 2018 and has held it in 29 quarters since.
  • Bartlett & Co Wealth Management's AstraZeneca position peaked at $266K in Q4 2025.
  • 1,377 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.