Carson Wealth (CWM LLC)’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.73M | Sell |
8,792
-692
| -7% | -$133K | ﹤0.01% | 1260 |
|
|
2025
Q4 | $1.74M | Buy |
9,484
+1,007
| +12% | +$177K | ﹤0.01% | 1206 |
|
|
2025
Q3 | $1.3M | Sell |
8,477
-1,010
| -11% | -$153K | ﹤0.01% | 1272 |
|
|
2025
Q2 | $1.33M | Buy |
9,487
+4,443
| +88% | +$623K | ﹤0.01% | 1120 |
|
|
2025
Q1 | $741K | Sell |
5,044
-511
| -9% | -$73.9K | ﹤0.01% | 1299 |
|
|
2024
Q4 | $728K | Sell |
5,555
-281
| -5% | -$39.3K | ﹤0.01% | 1230 |
|
|
2024
Q3 | $909K | Sell |
5,836
-86
| -1% | -$13.9K | ﹤0.01% | 1092 |
|
|
2024
Q2 | $924K | Buy |
5,922
+1,547
| +35% | +$233K | ﹤0.01% | 938 |
|
|
2024
Q1 | $593K | Sell |
4,375
-155
| -3% | -$20.5K | ﹤0.01% | 1067 |
|
|
2023
Q4 | $610K | Sell |
4,530
-103
| -2% | -$13.4K | ﹤0.01% | 991 |
|
|
2023
Q3 | $628K | Buy |
4,633
+374
| +9% | +$51.1K | ﹤0.01% | 909 |
|
|
2023
Q2 | $610K | Buy |
4,259
+333
| +8% | +$49K | ﹤0.01% | 876 |
|
|
2023
Q1 | $545K | Sell |
3,926
-226
| -5% | -$30.4K | ﹤0.01% | 867 |
|
|
2022
Q4 | $563K | Sell |
4,152
-1,398
| -25% | -$175K | ﹤0.01% | 767 |
|
|
2022
Q3 | $609K | Sell |
5,550
-340
| -6% | -$43.1K | ﹤0.01% | 694 |
|
|
2022
Q2 | $778K | Buy |
5,890
+1,168
| +25% | +$153K | 0.01% | 618 |
|
|
2022
Q1 | $626K | Buy |
4,722
+668
| +16% | +$80.1K | ﹤0.01% | 662 |
|
|
2021
Q4 | $472K | Buy |
+4,054
| New | +$477K | ﹤0.01% | 747 |
|
|
2021
Q2 | $610K | Hold |
5,093
| – | – | ﹤0.01% | 644 |
|
|
2021
Q1 | $610K | Hold |
5,093
| – | – | ﹤0.01% | 644 |
|
|
2020
Q4 | $610K | Hold |
5,093
| – | – | ﹤0.01% | 644 |
|
|
2020
Q3 | $610K | Hold |
5,093
| – | – | ﹤0.01% | 644 |
|
|
2020
Q2 | $610K | Hold |
5,093
| – | – | ﹤0.01% | 644 |
|
|
2020
Q1 | $610K | Hold |
5,093
| – | – | ﹤0.01% | 644 |
|
|
2019
Q4 | $610K | Hold |
5,093
| – | – | ﹤0.01% | 644 |
|
|
2019
Q3 | $610K | Hold |
5,093
| – | – | ﹤0.01% | 644 |
|
|
2019
Q2 | $610K | Hold |
5,093
| – | – | ﹤0.01% | 644 |
|
|
2019
Q1 | $610K | Buy |
5,093
+3,679
| +260% | +$290K | ﹤0.01% | 644 |
|
|
2018
Q4 | $107K | Buy |
1,414
+778
| +122% | +$60.8K | ﹤0.01% | 711 |
|
|
2018
Q3 | $50K | Buy |
636
+79
| +14% | +$5.97K | ﹤0.01% | 749 |
|
|
2018
Q2 | $39K | Hold |
557
| – | – | ﹤0.01% | 685 |
|
|
2018
Q1 | $39K | Hold |
557
| – | – | ﹤0.01% | 596 |
|
|
2017
Q4 | $39K | Sell |
557
-229
| -29% | -$15.4K | ﹤0.01% | 572 |
|
|
2017
Q3 | $53K | Buy |
786
+249
| +46% | +$15.7K | ﹤0.01% | 509 |
|
|
2017
Q2 | $37K | Hold |
537
| – | – | ﹤0.01% | 519 |
|
|
2017
Q1 | $33K | Hold |
537
| – | – | ﹤0.01% | 523 |
|
|
2016
Q4 | $29K | Hold |
537
| – | – | ﹤0.01% | 522 |
|
|
2016
Q3 | $35K | Buy |
+537
| New | +$35.1K | ﹤0.01% | 474 |
|
|
2016
Q1 | – | Sell |
-11
| Closed | -$1K | – | 748 |
|
|
2015
Q4 | $1K | Buy |
+11
| New | +$721 | ﹤0.01% | 629 |
|
|
2014
Q1 | – | Sell |
-14,601
| Closed | -$867K | – | 174 |
|
|
2013
Q4 | $867K | Buy |
14,601
+2,958
| +25% | +$161K | 0.14% | 107 |
|
|
2013
Q3 | $605K | Buy |
+11,643
| New | +$585K | 0.16% | 90 |
|
Other funds holding AZN
IA
VCM
VAM
Carson Wealth (CWM LLC)'s AZN Position: Q1 2026 in Review
Carson Wealth (CWM LLC) reduced its AstraZeneca (AZN) stake by 7.3% in Q1 2026, selling an estimated $133K and leaving 8,792 shares worth $1.73M. The position accounts for ﹤0.01% of the portfolio, ranked #1260.
Carson Wealth (CWM LLC) first reported a position in AZN in Q3 2013 and has held it in 41 quarters since. The position peaked at $1.74M in Q4 2025. 1,383 funds tracked by Wall St. Rank hold AZN as of Q1 2026.
- Carson Wealth (CWM LLC) held 8,792 shares of AstraZeneca worth $1.73M as of Q1 2026.
- Carson Wealth (CWM LLC) sold 692 AstraZeneca shares in Q1 2026, an estimated $133K.
- AstraZeneca made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1260 holding.
- Carson Wealth (CWM LLC) first reported a position in AstraZeneca in Q3 2013 and has held it in 41 quarters since.
- Carson Wealth (CWM LLC)'s AstraZeneca position peaked at $1.74M in Q4 2025.
- 1,383 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.