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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
Q2 		$23.1M Sell
121,834
-23,912
-16% -$4.5M 1.5% 23
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

EP
Evelyn Partners London $46.9B AUM
IA
Investor AB Stockholm, Sweden $14.4B AUM 4.07% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cumberland Partners's AZN Position: Q2 2026 in Review

Cumberland Partners reduced its AstraZeneca (AZN) stake by 16% in Q2 2026, selling an estimated $4.5M and leaving 121,834 shares worth $23.1M. The position accounts for 1.5% of the portfolio, ranked #23.

Cumberland Partners first reported a position in AZN in Q2 2022 and has held it in 17 quarters since. The position peaked at $28.7M in Q1 2026. 1,502 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • Cumberland Partners held 121,834 shares of AstraZeneca worth $23.1M as of Q2 2026.
  • Cumberland Partners sold 23,912 AstraZeneca shares in Q2 2026, an estimated $4.5M.
  • AstraZeneca made up 1.5% of Cumberland Partners's portfolio in Q2 2026, its #23 holding.
  • Cumberland Partners first reported a position in AstraZeneca in Q2 2022 and has held it in 17 quarters since.
  • Cumberland Partners's AstraZeneca position peaked at $28.7M in Q1 2026.
  • 1,502 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Cumberland Partners's 13F filing for Q2 2026, filed 6 Aug 2026.