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 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

Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VAM

Vanguard Asset Management London, Ec4n 8af $117B AUM

BKM Wealth Management's AZN Position: Q1 2026 in Review

BKM Wealth Management increased its AstraZeneca (AZN) stake by 4.2% in Q1 2026, buying an estimated $21.4K and bringing the position to 2,764 shares worth $545K. The position accounts for 0.2% of the portfolio, ranked #103.

BKM Wealth Management first reported a position in AZN in Q4 2023 and has held it in 10 quarters since. The position peaked at $545K in Q1 2025. 1,377 funds tracked by Wall St. Rank hold AZN as of Q1 2026.

BKM Wealth Management held 2,764 shares of AstraZeneca worth $545K as of Q1 2026.
BKM Wealth Management bought 111 AstraZeneca shares in Q1 2026, an estimated $21.4K.
AstraZeneca made up 0.2% of BKM Wealth Management's portfolio in Q1 2026, its #103 holding.
BKM Wealth Management first reported a position in AstraZeneca in Q4 2023 and has held it in 10 quarters since.
BKM Wealth Management's AstraZeneca position peaked at $545K in Q1 2025.
1,377 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2026.

Based on BKM Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.