BWM
AZN icon

BKM Wealth Management’s AstraZeneca AZN Stock Holding History

BKM 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
Q2 		$582K Buy
3,070
+306
+11% +$57.6K 0.21% 96
2026
Q1 		$545K Buy
2,764
+111
+4% +$21.4K 0.2% 103
2025
Q4 		$488K Sell
2,653
-377
-12% -$66.1K 0.18% 102
2025
Q3 		$465K Sell
3,030
-553
-15% -$83.7K 0.17% 104
2025
Q2 		$501K Sell
3,583
-126
-3% -$17.7K 0.2% 105
2025
Q1 		$545K Buy
3,709
+422
+13% +$61.1K 0.22% 103
2024
Q4 		$431K Buy
3,287
+12
+0.4% +$1.68K 0.18% 115
2024
Q3 		$510K Sell
3,275
-16,693
-84% -$2.69M 0.21% 115
2024
Q2 		$524K Buy
19,968
+16,862
+543% +$2.54M 0.25% 104
2024
Q1 		$421K Buy
3,106
+1,299
+72% +$172K 0.18% 118
2023
Q4 		$243K Buy
+1,807
New +$235K 0.1% 143

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

BKM Wealth Management's AZN Position: Q2 2026 in Review

BKM Wealth Management increased its AstraZeneca (AZN) stake by 11% in Q2 2026, buying an estimated $57.6K and bringing the position to 3,070 shares worth $582K. The position accounts for 0.21% of the portfolio, ranked #96.

BKM Wealth Management first reported a position in AZN in Q4 2023 and has held it in 11 quarters since. 1,502 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • BKM Wealth Management held 3,070 shares of AstraZeneca worth $582K as of Q2 2026.
  • BKM Wealth Management bought 306 AstraZeneca shares in Q2 2026, an estimated $57.6K.
  • AstraZeneca made up 0.21% of BKM Wealth Management's portfolio in Q2 2026, its #96 holding.
  • BKM Wealth Management first reported a position in AstraZeneca in Q4 2023 and has held it in 11 quarters since.
  • 1,502 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on BKM Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.