EWM
AZN icon

Evermay Wealth Management’s AstraZeneca AZN Stock Holding History

Evermay 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
Q2 		$4.74K Buy
+25
New +$4.7K ﹤0.01% 561
2021
Q3 		– Sell
-200
Closed -$24K – 458
2021
Q2 		$24K Buy
+200
New +$21.9K ﹤0.01% 342

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

Evermay Wealth Management's AZN Position: Q2 2026 in Review

Evermay Wealth Management opened a new position in AstraZeneca (AZN) in Q2 2026: 25 shares worth $4.74K. The stake represents ﹤0.01% of the portfolio and ranks #561 among its holdings. This is a return to the name: Evermay Wealth Management previously reported a position in AZN as recently as Q2 2021.

Evermay Wealth Management first reported a position in AZN in Q2 2021 and has held it in 2 quarters since. The position peaked at $24K in Q2 2021. 1,503 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • Evermay Wealth Management held 25 shares of AstraZeneca worth $4.74K as of Q2 2026.
  • AstraZeneca was a new Evermay Wealth Management position in Q2 2026.
  • AstraZeneca made up ﹤0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #561 holding.
  • Evermay Wealth Management first reported a position in AstraZeneca in Q2 2021 and has held it in 2 quarters since.
  • Evermay Wealth Management's AstraZeneca position peaked at $24K in Q2 2021.
  • 1,503 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.