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Burkett Financial Services’s AstraZeneca AZN Stock Holding History

Burkett Financial Services’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
-37
Closed -$6.85K – 250
2025
Q4 		$6.85K Hold
37
– – ﹤0.01% 172
2025
Q3 		$5.71K Sell
37
-1
-3% -$151 ﹤0.01% 169
2025
Q2 		$5.24K Hold
38
– – ﹤0.01% 167
2025
Q1 		$5.51K Buy
+38
New +$5.5K ﹤0.01% 183

Other funds holding AZN

IA
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
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VAM
Vanguard Asset Management London, Ec4n 8af $117B AUM

Burkett Financial Services's AZN Position: Q1 2026 in Review

Burkett Financial Services sold out of AstraZeneca (AZN) in Q1 2026, closing a stake of 37 shares — an estimated $6.85K sold.

Burkett Financial Services first reported a position in AZN in Q1 2025 and held it in 4 quarters. The position peaked at $6.85K in Q4 2025. 1,377 funds tracked by Wall St. Rank hold AZN as of Q1 2026.

  • Burkett Financial Services reported no remaining AstraZeneca position as of Q1 2026 after selling out during the quarter.
  • Burkett Financial Services sold 37 AstraZeneca shares in Q1 2026, an estimated $6.85K.
  • Burkett Financial Services first reported a position in AstraZeneca in Q1 2025 and held it in 4 quarters.
  • Burkett Financial Services's AstraZeneca position peaked at $6.85K in Q4 2025.
  • 1,377 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2026.

Based on Burkett Financial Services's 13F filing for Q1 2026, filed 1 Apr 2026.