Beacon Capital Management LLC (Tennessee)’s AstraZeneca AZN Stock Holding History

Beacon Capital Management LLC (Tennessee)’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
2025 Q3	–	Sell	-420	Closed	-$58.7K	–	199
2025 Q2	$58.7K	Sell	420 -65	-13%	-$9.11K	0.01%	314
2025 Q1	$71.3K	Buy	485 +42	+9%	+$6.08K	0.01%	253
2024 Q4	$58.1K	Sell	443 -25	-5%	-$3.5K	0.01%	281
2024 Q3	$72.9K	Buy	468 +68	+17%	+$11K	0.01%	254
2024 Q2	$62.4K	Buy	400 +17	+4%	+$2.56K	0.01%	254
2024 Q1	$51.8K	Buy	383 +296	+340%	+$39.2K	0.01%	291
2023 Q4	$11.8K	Hold	87	–	–	﹤0.01%	485
2023 Q3	$12.5K	Hold	87	–	–	﹤0.01%	499
2023 Q2	$12.5K	Hold	87	–	–	﹤0.01%	499
2023 Q1	$12.1K	Hold	87	–	–	﹤0.01%	458
2022 Q4	$11.8K	Sell	87 -112	-56%	-$14K	﹤0.01%	471
2022 Q3	$26K	Hold	199	–	–	0.01%	297
2022 Q2	$27K	Hold	199	–	–	0.01%	332
2022 Q1	$27K	Buy	+199	New	+$23.9K	0.01%	332

Other funds holding AZN

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s AZN Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of AstraZeneca (AZN) in Q3 2025, closing a stake of 420 shares — an estimated $58.7K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in AZN in Q1 2022 and held it in 14 quarters. The position peaked at $72.9K in Q3 2024. 1,289 funds tracked by Wall St. Rank hold AZN as of Q3 2025.

Beacon Capital Management LLC (Tennessee) reported no remaining AstraZeneca position as of Q3 2025 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 420 AstraZeneca shares in Q3 2025, an estimated $58.7K.
Beacon Capital Management LLC (Tennessee) first reported a position in AstraZeneca in Q1 2022 and held it in 14 quarters.
Beacon Capital Management LLC (Tennessee)'s AstraZeneca position peaked at $72.9K in Q3 2024.
1,289 funds tracked by Wall St. Rank held AstraZeneca as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.