BEI
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Benjamin Edwards Inc’s AstraZeneca AZN Stock Holding History

Benjamin Edwards Inc’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
Q2 		$5.06M Sell
27,067
-2,173
-7% -$409K 0.05% 347
2026
Q1 		$5.66M Sell
29,240
-442
-1% -$85.2K 0.06% 306
2025
Q4 		$5.46M Sell
29,682
-3,104
-9% -$544K 0.06% 291
2025
Q3 		$5.03M Buy
32,786
+468
+1% +$70.8K 0.06% 297
2025
Q2 		$4.52M Buy
32,318
+4,822
+18% +$676K 0.06% 301
2025
Q1 		$4.04M Sell
27,496
-542
-2% -$78.4K 0.06% 289
2024
Q4 		$3.67M Sell
28,038
-1,898
-6% -$266K 0.05% 311
2024
Q3 		$4.66M Buy
29,936
+23,269
+349% +$3.76M 0.07% 271
2024
Q2 		$1.04M Sell
6,667
-767
-10% -$115K 0.2% 130
2024
Q1 		$1.01M Hold
7,434
– – 0.2% 131
2023
Q4 		$1M Sell
7,434
-3,384
-31% -$440K 0.22% 128
2023
Q3 		$1.47M Buy
10,818
+1,692
+19% +$231K 0.35% 87
2023
Q2 		$1.31M Buy
9,126
+171
+2% +$25.2K 0.3% 94
2023
Q1 		$1.24M Sell
8,955
-1,702
-16% -$229K 0.3% 93
2022
Q4 		$1.45M Buy
10,657
+1,363
+15% +$171K 0.38% 79
2022
Q3 		$1.02M Buy
9,294
+929
+11% +$118K 0.31% 100
2022
Q2 		$1.1M Buy
8,365
+1,152
+16% +$151K 0.32% 95
2022
Q1 		$957K Buy
7,213
+3,181
+79% +$381K 0.28% 108
2021
Q4 		$470K Buy
4,032
+3,543
+725% +$417K 0.15% 157
2021
Q3 		$59K Buy
489
+339
+226% +$39.5K 0.04% 281
2021
Q2 		$18K Hold
150
– – 0.01% 335
2021
Q1 		$15K Hold
150
– – 0.01% 316
2020
Q4 		$15K Hold
150
– – 0.01% 308
2020
Q3 		$16K Hold
150
– – 0.01% 292
2020
Q2 		$16K Hold
150
– – 0.01% 265
2020
Q1 		$13K Buy
+150
New +$14.1K 0.01% 265

Other funds holding AZN

EP
Evelyn Partners London $46.9B AUM
IA
Investor AB Stockholm, Sweden $14.4B AUM 4.07% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Benjamin Edwards Inc's AZN Position: Q2 2026 in Review

Benjamin Edwards Inc reduced its AstraZeneca (AZN) stake by 7.4% in Q2 2026, selling an estimated $409K and leaving 27,067 shares worth $5.06M. The position accounts for 0.05% of the portfolio, ranked #347.

Benjamin Edwards Inc first reported a position in AZN in Q1 2020 and has held it in 26 quarters since. The position peaked at $5.66M in Q1 2026. 1,495 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • Benjamin Edwards Inc held 27,067 shares of AstraZeneca worth $5.06M as of Q2 2026.
  • Benjamin Edwards Inc sold 2,173 AstraZeneca shares in Q2 2026, an estimated $409K.
  • AstraZeneca made up 0.05% of Benjamin Edwards Inc's portfolio in Q2 2026, its #347 holding.
  • Benjamin Edwards Inc first reported a position in AstraZeneca in Q1 2020 and has held it in 26 quarters since.
  • Benjamin Edwards Inc's AstraZeneca position peaked at $5.66M in Q1 2026.
  • 1,495 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.