Beaird Harris Wealth Management’s AstraZeneca AZN Stock Holding History

Beaird Harris 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	–	Sell	-117	Closed	-$21.4K	–	692
2025 Q4	$21.4K	Sell	117 -850	-88%	-$149K	﹤0.01%	333
2025 Q3	$148K	Buy	967 +15	+2%	+$2.27K	0.01%	150
2025 Q2	$133K	Buy	952 +53	+6%	+$7.43K	0.01%	156
2025 Q1	$132K	Sell	899 -27	-3%	-$3.91K	0.01%	145
2024 Q4	$121K	Hold	926	–	–	0.01%	155
2024 Q3	$144K	Hold	926	–	–	0.01%	152
2024 Q2	$144K	Hold	926	–	–	0.01%	143
2024 Q1	$125K	Hold	926	–	–	0.01%	142
2023 Q4	$125K	Buy	926 +76	+9%	+$9.88K	0.01%	130
2023 Q3	$115K	Hold	850	–	–	0.01%	123
2023 Q2	$122K	Hold	850	–	–	0.01%	126
2023 Q1	$118K	Hold	850	–	–	0.02%	120
2022 Q4	$115K	Hold	850	–	–	0.02%	122
2022 Q3	$93K	Hold	850	–	–	0.02%	119
2022 Q2	$112K	Sell	850 -91	-10%	-$11.9K	0.03%	88
2022 Q1	$125K	Buy	941 +91	+11%	+$10.9K	0.05%	112
2021 Q4	$99K	Buy	+850	New	+$100K	0.04%	167

Other funds holding AZN

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

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

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

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

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

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

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

Vanguard Asset Management London, Ec4n 8af $148B AUM

Beaird Harris Wealth Management's AZN Position: Q1 2026 in Review

Beaird Harris Wealth Management sold out of AstraZeneca (AZN) in Q1 2026, closing a stake of 117 shares — an estimated $21.4K sold.

Beaird Harris Wealth Management first reported a position in AZN in Q4 2021 and held it in 17 quarters. The position peaked at $148K in Q3 2025. 1,383 funds tracked by Wall St. Rank hold AZN as of Q1 2026.

Beaird Harris Wealth Management reported no remaining AstraZeneca position as of Q1 2026 after selling out during the quarter.
Beaird Harris Wealth Management sold 117 AstraZeneca shares in Q1 2026, an estimated $21.4K.
Beaird Harris Wealth Management first reported a position in AstraZeneca in Q4 2021 and held it in 17 quarters.
Beaird Harris Wealth Management's AstraZeneca position peaked at $148K in Q3 2025.
1,383 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.