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Forum Financial Management’s AstraZeneca AZN Stock Holding History

Forum Financial 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
Q1 		– Sell
-9,252
Closed -$1.7M – 398
2025
Q4 		$1.7M Sell
9,252
-17
-0.2% -$2.98K 0.02% 157
2025
Q3 		$1.42M Buy
9,269
+191
+2% +$28.9K 0.02% 183
2025
Q2 		$1.27M Buy
9,078
+299
+3% +$41.9K 0.02% 181
2025
Q1 		$1.29M Buy
+8,779
New +$1.27M 0.02% 171
2024
Q4 		– Sell
-5,687
Closed -$886K – 925
2024
Q3 		$886K Buy
5,687
+1
+0% +$161 0.01% 204
2024
Q2 		$887K Hold
5,686
– – 0.02% 196
2024
Q1 		$770K Buy
5,686
+189
+3% +$25K 0.01% 232
2023
Q4 		$740K Sell
5,497
-16
-0.3% -$2.08K 0.01% 205
2023
Q3 		$747K Buy
5,513
+17
+0.3% +$2.32K 0.02% 198
2023
Q2 		$787K Sell
5,496
-9
-0.2% -$1.32K 0.02% 191
2023
Q1 		$764K Buy
5,505
+105
+2% +$14.1K 0.02% 180
2022
Q4 		$732K Buy
5,400
+4
+0.1% +$502 0.02% 187
2022
Q3 		$592K Sell
5,396
-1
-0% -$127 0.03% 195
2022
Q2 		$713K Buy
5,397
+1
+0% +$131 0.04% 166
2022
Q1 		$715K Sell
5,396
-5
-0.1% -$600 0.03% 177
2021
Q4 		$629K Buy
+5,401
New +$636K 0.03% 200

Other funds holding AZN

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Asset Management
Vanguard Asset Management London, Ec4n 8af $148B AUM

Forum Financial Management's AZN Position: Q1 2026 in Review

Forum Financial Management sold out of AstraZeneca (AZN) in Q1 2026, closing a stake of 9,252 shares — an estimated $1.7M sold.

Forum Financial Management first reported a position in AZN in Q4 2021 and held it in 16 quarters. The position peaked at $1.7M in Q4 2025. 1,383 funds tracked by Wall St. Rank hold AZN as of Q1 2026.

  • Forum Financial Management reported no remaining AstraZeneca position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 9,252 AstraZeneca shares in Q1 2026, an estimated $1.7M.
  • Forum Financial Management first reported a position in AstraZeneca in Q4 2021 and held it in 16 quarters.
  • Forum Financial Management's AstraZeneca position peaked at $1.7M in Q4 2025.
  • 1,383 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.