Carson Wealth (CWM LLC)
AZN icon

Carson Wealth (CWM LLC)’s AstraZeneca AZN Stock Holding History

Carson Wealth (CWM LLC)’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
2014
Q1 		– Sell
-134
Closed -$107K – 173
2013
Q4 		$107K Buy
+134
New +$7.28K 0.02% 191

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

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. 1,379 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.
  • 1,379 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.