CWM
AZN icon

Cornerstone Wealth Management’s AstraZeneca AZN Stock Holding History

Cornerstone Wealth Management’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
Q3 		$434K Sell
2,688
-42
-2% -$7K 0.02% 523
2026
Q2 		$518K Buy
2,730
+714
+35% +$134K 0.02% 484
2026
Q1 		$398K Buy
2,016
+851
+73% +$164K 0.02% 507
2025
Q4 		$214K Buy
+1,165
New +$204K 0.01% 643

Other funds holding AZN

Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
SEB Asset Management
SEB Asset Management Stockholm $27B AUM
LBP AM
LBP AM Paris, France $11.2B AUM 34.48% 1-Year Est. Return
M&G plc
M&G plc London, United Kingdom $19.9B AUM 15.09% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Cornerstone Wealth Management's AZN Position: Q3 2026 in Review

Cornerstone Wealth Management reduced its AstraZeneca (AZN) stake by 1.5% in Q3 2026, selling an estimated $7K and leaving 2,688 shares worth $434K. The position accounts for 0.02% of the portfolio, ranked #523.

Cornerstone Wealth Management first reported a position in AZN in Q4 2025 and has held it in 4 quarters since. The position peaked at $518K in Q2 2026. 849 funds tracked by Wall St. Rank hold AZN as of Q3 2026.

  • Cornerstone Wealth Management held 2,688 shares of AstraZeneca worth $434K as of Q3 2026.
  • Cornerstone Wealth Management sold 42 AstraZeneca shares in Q3 2026, an estimated $7K.
  • AstraZeneca made up 0.02% of Cornerstone Wealth Management's portfolio in Q3 2026, its #523 holding.
  • Cornerstone Wealth Management first reported a position in AstraZeneca in Q4 2025 and has held it in 4 quarters since.
  • Cornerstone Wealth Management's AstraZeneca position peaked at $518K in Q2 2026.
  • 849 funds tracked by Wall St. Rank held AstraZeneca as of Q3 2026.

Based on Cornerstone Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.