Beaumont Financial Advisors’s AstraZeneca AZN Stock Holding History

Beaumont Financial Advisors’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 Q4	–	Sell	-1,626	Closed	-$249K	–	374
2025 Q3	$249K	Buy	1,626 +10	+0.6%	+$1.51K	0.02%	351
2025 Q2	$226K	Sell	1,616 -198	-11%	-$27.8K	0.02%	343
2025 Q1	$267K	Buy	1,814 +183	+11%	+$26.5K	0.02%	308
2024 Q4	$214K	Buy	1,631 +18	+1%	+$2.52K	0.02%	347
2024 Q3	$251K	Buy	1,613 +9	+0.6%	+$1.45K	0.02%	302
2024 Q2	$250K	Sell	1,604 -7	-0.4%	-$1.05K	0.02%	302
2024 Q1	$218K	Hold	1,611	–	–	0.02%	336
2023 Q4	$217K	Hold	1,611	–	–	0.02%	317
2023 Q3	$218K	Sell	1,611 -2	-0.1%	-$273	0.02%	299
2023 Q2	$231K	Buy	1,613 +2	+0.1%	+$294	0.02%	309
2023 Q1	$224K	Buy	1,611 +41	+3%	+$5.52K	0.02%	288
2022 Q4	$213K	Buy	+1,570	New	+$197K	0.02%	300
2022 Q3	–	Sell	-1,838	Closed	-$243K	–	304
2022 Q2	$243K	Buy	1,838 +22	+1%	+$2.89K	0.02%	271
2022 Q1	$241K	Sell	1,816 -25	-1%	-$3K	0.02%	320
2021 Q4	$214K	Buy	+1,841	New	+$217K	0.02%	335

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

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

Beaumont Financial Advisors's AZN Position: Q4 2025 in Review

Beaumont Financial Advisors sold out of AstraZeneca (AZN) in Q4 2025, closing a stake of 1,626 shares — an estimated $249K sold.

Beaumont Financial Advisors first reported a position in AZN in Q4 2021 and held it in 15 quarters. The position peaked at $267K in Q1 2025. 1,406 funds tracked by Wall St. Rank hold AZN as of Q4 2025.

Beaumont Financial Advisors reported no remaining AstraZeneca position as of Q4 2025 after selling out during the quarter.
Beaumont Financial Advisors sold 1,626 AstraZeneca shares in Q4 2025, an estimated $249K.
Beaumont Financial Advisors first reported a position in AstraZeneca in Q4 2021 and held it in 15 quarters.
Beaumont Financial Advisors's AstraZeneca position peaked at $267K in Q1 2025.
1,406 funds tracked by Wall St. Rank held AstraZeneca as of Q4 2025.

Based on Beaumont Financial Advisors's 13F filing for Q4 2025, filed 16 Jan 2026.