Capital Wealth Planning’s AstraZeneca AZN Stock Holding History

Capital Wealth Planning’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	$41M	Buy	215,993 +82,396	+62%	+$15.5M	0.2%	44
2026 Q1	$26.3M	Buy	133,597 +30,402	+29%	+$5.86M	0.15%	45
2025 Q4	$18.9M	Buy	103,195 +50,874	+97%	+$8.92M	0.12%	41
2025 Q3	$8.03M	Buy	52,321 +10,164	+24%	+$1.54M	0.06%	62
2025 Q2	$5.89M	Buy	42,157 +11,600	+38%	+$1.63M	0.05%	56
2025 Q1	$4.49M	Buy	30,557 +7,656	+33%	+$1.11M	0.04%	50
2024 Q4	$3M	Sell	22,901 -1,410	-6%	-$197K	0.03%	63
2024 Q3	$3.79M	Buy	24,311 +11,170	+85%	+$1.8M	0.04%	50
2024 Q2	$2.05M	Buy	13,141 +9,051	+221%	+$1.36M	0.02%	74
2024 Q1	$554K	Sell	4,090 -1,884	-32%	-$249K	0.01%	106
2023 Q4	$805K	Buy	5,974 +924	+18%	+$120K	0.01%	92
2023 Q3	$684K	Buy	5,050 +2,480	+96%	+$339K	0.01%	82
2023 Q2	$368K	Buy	2,570 +755	+42%	+$111K	﹤0.01%	110
2023 Q1	$252K	Buy	+1,815	New	+$244K	﹤0.01%	124

Other funds holding AZN

Evelyn Partners London $46.9B AUM

Investor AB Stockholm, Sweden $14.4B AUM 4.07% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Wealth Planning's AZN Position: Q2 2026 in Review

Capital Wealth Planning increased its AstraZeneca (AZN) stake by 62% in Q2 2026, buying an estimated $15.5M and bringing the position to 215,993 shares worth $41M. The position accounts for 0.2% of the portfolio, ranked #44.

Capital Wealth Planning first reported a position in AZN in Q1 2023 and has held it in 14 quarters since. 1,495 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

Capital Wealth Planning held 215,993 shares of AstraZeneca worth $41M as of Q2 2026.
Capital Wealth Planning bought 82,396 AstraZeneca shares in Q2 2026, an estimated $15.5M.
AstraZeneca made up 0.2% of Capital Wealth Planning's portfolio in Q2 2026, its #44 holding.
Capital Wealth Planning first reported a position in AstraZeneca in Q1 2023 and has held it in 14 quarters since.
1,495 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Capital Wealth Planning's 13F filing for Q2 2026, filed 14 Aug 2026.