Burney Company’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $855K | Buy |
4,508
+50
| +1% | +$9.4K | 0.02% | 377 |
|
|
2026
Q1 | $879K | Sell |
4,458
-2,810
| -39% | -$542K | 0.03% | 354 |
|
|
2025
Q4 | $1.34M | Buy |
7,268
+124
| +2% | +$21.7K | 0.04% | 296 |
|
|
2025
Q3 | $1.1M | Sell |
7,144
-352
| -5% | -$53.3K | 0.03% | 302 |
|
|
2025
Q2 | $1.05M | Sell |
7,496
-490
| -6% | -$68.7K | 0.04% | 307 |
|
|
2025
Q1 | $1.17M | Buy |
7,986
+40
| +0.5% | +$5.79K | 0.04% | 292 |
|
|
2024
Q4 | $1.04M | Buy |
7,946
+436
| +6% | +$61K | 0.04% | 312 |
|
|
2024
Q3 | $1.17M | Sell |
7,510
-1,361
| -15% | -$220K | 0.04% | 293 |
|
|
2024
Q2 | $1.38M | Sell |
8,871
-227
| -2% | -$34.2K | 0.05% | 272 |
|
|
2024
Q1 | $1.23M | Sell |
9,098
-347
| -4% | -$45.9K | 0.05% | 297 |
|
|
2023
Q4 | $1.27M | Sell |
9,445
-2,483
| -21% | -$323K | 0.05% | 296 |
|
|
2023
Q3 | $1.62M | Buy |
11,928
+798
| +7% | +$109K | 0.08% | 248 |
|
|
2023
Q2 | $1.59M | Buy |
11,130
+339
| +3% | +$49.9K | 0.07% | 258 |
|
|
2023
Q1 | $1.5M | Sell |
10,791
-660
| -6% | -$88.8K | 0.07% | 258 |
|
|
2022
Q4 | $1.55M | Sell |
11,451
-230
| -2% | -$28.8K | 0.08% | 240 |
|
|
2022
Q3 | $1.28M | Buy |
11,681
+105
| +0.9% | +$13.3K | 0.07% | 263 |
|
|
2022
Q2 | $1.53M | Buy |
11,576
+12
| +0.1% | +$1.57K | 0.08% | 241 |
|
|
2022
Q1 | $1.53M | Sell |
11,564
-1,474
| -11% | -$177K | 0.07% | 274 |
|
|
2021
Q4 | $1.52M | Sell |
13,038
-947
| -7% | -$111K | 0.07% | 271 |
|
|
2021
Q3 | $1.68M | Sell |
13,985
-538
| -4% | -$62.6K | 0.08% | 242 |
|
|
2021
Q2 | $1.74M | Sell |
14,523
-1,198
| -8% | -$131K | 0.08% | 253 |
|
|
2021
Q1 | $1.56M | Sell |
15,721
-2,297
| -13% | -$231K | 0.08% | 256 |
|
|
2020
Q4 | $1.8M | Sell |
18,018
-1,736
| -9% | -$184K | 0.1% | 230 |
|
|
2020
Q3 | $2.17M | Sell |
19,754
-194
| -1% | -$21.6K | 0.13% | 197 |
|
|
2020
Q2 | $2.11M | Sell |
19,948
-1,355
| -6% | -$140K | 0.14% | 185 |
|
|
2020
Q1 | $1.9M | Sell |
21,303
-2,921
| -12% | -$275K | 0.15% | 171 |
|
|
2019
Q4 | $2.42M | Sell |
24,224
-2,975
| -11% | -$280K | 0.13% | 177 |
|
|
2019
Q3 | $2.42M | Sell |
27,199
-8,543
| -24% | -$741K | 0.15% | 177 |
|
|
2019
Q2 | $2.95M | Sell |
35,742
-4,893
| -12% | -$384K | 0.18% | 159 |
|
|
2019
Q1 | $3.29M | Sell |
40,635
-5,593
| -12% | -$441K | 0.2% | 150 |
|
|
2018
Q4 | $3.51M | Sell |
46,228
-1,053
| -2% | -$82.2K | 0.25% | 124 |
|
|
2018
Q3 | $3.74M | Sell |
47,281
-5,156
| -10% | -$390K | 0.22% | 133 |
|
|
2018
Q2 | $3.68M | Sell |
52,437
-258
| -0.5% | -$18.6K | 0.22% | 135 |
|
|
2018
Q1 | $3.69M | Sell |
52,695
-2,303
| -4% | -$160K | 0.23% | 130 |
|
|
2017
Q4 | $3.82M | Buy |
54,998
+3,322
| +6% | +$224K | 0.22% | 135 |
|
|
2017
Q3 | $3.46M | Sell |
51,676
-2,433
| -4% | -$154K | 0.22% | 133 |
|
|
2017
Q2 | $3.69M | Sell |
54,109
-2,825
| -5% | -$184K | 0.24% | 120 |
|
|
2017
Q1 | $3.55M | Sell |
56,934
-6,818
| -11% | -$397K | 0.23% | 117 |
|
|
2016
Q4 | $3.48M | Sell |
63,752
-4,336
| -6% | -$246K | 0.24% | 120 |
|
|
2016
Q3 | $4.61M | Buy |
68,088
+713
| +1% | +$46.6K | 0.32% | 99 |
|
|
2016
Q2 | $4.07M | Buy |
67,375
+2,347
| +4% | +$136K | 0.29% | 102 |
|
|
2016
Q1 | $3.66M | Sell |
65,028
-218
| -0.3% | -$13.1K | 0.27% | 108 |
|
|
2015
Q4 | $4.45M | Buy |
65,246
+2,190
| +3% | +$144K | 0.33% | 92 |
|
|
2015
Q3 | $4.01M | Sell |
63,056
-1,235
| -2% | -$81.2K | 0.31% | 95 |
|
|
2015
Q2 | $4.1M | Buy |
64,291
+859
| +1% | +$58.8K | 0.28% | 99 |
|
|
2015
Q1 | $4.34M | Buy |
63,432
+6,993
| +12% | +$486K | 0.3% | 100 |
|
|
2014
Q4 | $3.97M | Buy |
56,439
+5,964
| +12% | +$427K | 0.31% | 100 |
|
|
2014
Q3 | $3.61M | Buy |
50,475
+1,448
| +3% | +$106K | 0.31% | 98 |
|
|
2014
Q2 | $3.64M | Sell |
49,027
-8,277
| -14% | -$598K | 0.32% | 96 |
|
|
2014
Q1 | $3.72M | Sell |
57,304
-10,111
| -15% | -$653K | 0.34% | 96 |
|
|
2013
Q4 | $4M | Sell |
67,415
-59,539
| -47% | -$3.23M | 0.39% | 86 |
|
|
2013
Q3 | $6.59M | Sell |
126,954
-5,929
| -4% | -$298K | 0.74% | 41 |
|
|
2013
Q2 | $6.29M | Buy |
+132,883
| New | +$6.77M | 0.78% | 36 |
|
Other funds holding AZN
EP
IA
Burney Company's AZN Position: Q2 2026 in Review
Burney Company increased its AstraZeneca (AZN) stake by 1.1% in Q2 2026, buying an estimated $9.4K and bringing the position to 4,508 shares worth $855K. The position accounts for 0.02% of the portfolio, ranked #377.
Burney Company first reported a position in AZN in Q2 2013 and has held it in 53 quarters since. The position peaked at $6.59M in Q3 2013. 1,495 funds tracked by Wall St. Rank hold AZN as of Q2 2026.
- Burney Company held 4,508 shares of AstraZeneca worth $855K as of Q2 2026.
- Burney Company bought 50 AstraZeneca shares in Q2 2026, an estimated $9.4K.
- AstraZeneca made up 0.02% of Burney Company's portfolio in Q2 2026, its #377 holding.
- Burney Company first reported a position in AstraZeneca in Q2 2013 and has held it in 53 quarters since.
- Burney Company's AstraZeneca position peaked at $6.59M in Q3 2013.
- 1,495 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.
Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.