Empire Financial Management Company’s AstraZeneca AZN Stock Holding History

Empire Financial Management Company’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	–	Sell	-6,000	Closed	-$1.18M	–	146
2026 Q1	$1.18M	Hold	6,000	–	–	0.27%	104
2025 Q4	$1.1M	Hold	6,000	–	–	0.24%	104
2025 Q3	$921K	Hold	6,000	–	–	0.21%	114
2025 Q2	$839K	Hold	6,000	–	–	0.24%	110
2025 Q1	$882K	Sell	6,000 -162	-3%	-$23.4K	0.27%	99
2024 Q4	$807K	Buy	6,162 +162	+3%	+$22.7K	0.25%	113
2024 Q3	$935K	Hold	6,000	–	–	0.29%	99
2024 Q2	$936K	Hold	6,000	–	–	0.31%	95
2024 Q1	$813K	Hold	6,000	–	–	0.27%	101
2023 Q4	$808K	Hold	6,000	–	–	0.32%	85
2023 Q3	$813K	Hold	6,000	–	–	0.35%	80
2023 Q2	$859K	Hold	6,000	–	–	0.34%	80
2023 Q1	$833K	Buy	+6,000	New	+$807K	0.34%	82

Other funds holding AZN

Evelyn Partners London $46.9B AUM

Investor AB Stockholm, Sweden $14.4B AUM 4.07% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Empire Financial Management Company's AZN Position: Q2 2026 in Review

Empire Financial Management Company sold out of AstraZeneca (AZN) in Q2 2026, closing a stake of 6,000 shares — an estimated $1.18M sold.

Empire Financial Management Company first reported a position in AZN in Q1 2023 and held it in 13 quarters. The position peaked at $1.18M in Q1 2026. 1,495 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

Empire Financial Management Company reported no remaining AstraZeneca position as of Q2 2026 after selling out during the quarter.
Empire Financial Management Company sold 6,000 AstraZeneca shares in Q2 2026, an estimated $1.18M.
Empire Financial Management Company first reported a position in AstraZeneca in Q1 2023 and held it in 13 quarters.
Empire Financial Management Company's AstraZeneca position peaked at $1.18M in Q1 2026.
1,495 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Empire Financial Management Company's 13F filing for Q2 2026, filed 14 Aug 2026.