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Cumberland Partners’s AstraZeneca AZN Stock Holding History

Cumberland Partners’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
Q1 		$28.7M Buy
145,746
+83,040
+132% +$16M 2.18% 18
2025
Q4 		$11.5M Buy
62,706
+125
+0.2% +$21.9K 0.71% 32
2025
Q3 		$9.6M Sell
62,581
-75
-0.1% -$11.4K 0.63% 35
2025
Q2 		$8.76M Sell
62,656
-16
-0% -$2.24K 0.61% 36
2025
Q1 		$9.21M Buy
62,672
+60,366
+2,618% +$8.73M 0.71% 32
2024
Q4 		$302K Buy
2,306
+107
+5% +$15K 0.02% 155
2024
Q3 		$343K Buy
2,199
+116
+6% +$18.7K 0.02% 166
2024
Q2 		$325K Sell
2,083
-622
-23% -$93.6K 0.02% 161
2024
Q1 		$367K Buy
2,705
+32
+1% +$4.24K 0.03% 178
2023
Q4 		$362K Hold
2,673
– – 0.03% 165
2023
Q3 		$362K Hold
2,673
– – 0.03% 157
2023
Q2 		$383K Sell
2,673
-50
-2% -$7.36K 0.04% 144
2023
Q1 		$378K Hold
2,723
– – 0.04% 147
2022
Q4 		$369K Sell
2,723
-575
-17% -$72.1K 0.04% 147
2022
Q3 		$362K Hold
3,298
– – 0.04% 138
2022
Q2 		$436K Buy
+3,298
New +$433K 0.04% 140

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

Cumberland Partners's AZN Position: Q1 2026 in Review

Cumberland Partners increased its AstraZeneca (AZN) stake by 132% in Q1 2026, buying an estimated $16M and bringing the position to 145,746 shares worth $28.7M. The position accounts for 2.18% of the portfolio, ranked #18.

Cumberland Partners first reported a position in AZN in Q2 2022 and has held it in 16 quarters since. 1,377 funds tracked by Wall St. Rank hold AZN as of Q1 2026.

  • Cumberland Partners held 145,746 shares of AstraZeneca worth $28.7M as of Q1 2026.
  • Cumberland Partners bought 83,040 AstraZeneca shares in Q1 2026, an estimated $16M.
  • AstraZeneca made up 2.18% of Cumberland Partners's portfolio in Q1 2026, its #18 holding.
  • Cumberland Partners first reported a position in AstraZeneca in Q2 2022 and has held it in 16 quarters since.
  • 1,377 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2026.

Based on Cumberland Partners's 13F filing for Q1 2026, filed 14 May 2026.