FSM Wealth Advisors’s AstraZeneca AZN Stock Holding History

FSM Wealth Advisors’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	$838K	Buy	4,421 +192	+5%	+$36.1K	0.09%	124
2026 Q1	$834K	Buy	4,229 +133	+3%	+$25.6K	0.11%	110
2025 Q4	$753K	Buy	4,096 +333	+9%	+$58.4K	0.1%	112
2025 Q3	$577K	Buy	3,763 +314	+9%	+$47.5K	0.08%	155
2025 Q2	$480K	Sell	3,449 -111	-3%	-$15.6K	0.08%	160
2025 Q1	$523K	Buy	3,560 +389	+12%	+$56.3K	0.12%	102
2024 Q4	$424K	Buy	3,171 +102	+3%	+$14.3K	0.1%	111
2024 Q3	$478K	Buy	3,069 +94	+3%	+$15.2K	0.13%	96
2024 Q2	$464K	Sell	2,975 -80	-3%	-$12K	0.16%	89
2024 Q1	$414K	Buy	3,055 +21	+0.7%	+$2.78K	0.15%	98
2023 Q4	$409K	Sell	3,034 -139	-4%	-$18.1K	0.17%	96
2023 Q3	$430K	Buy	3,173 +167	+6%	+$22.8K	0.22%	86
2023 Q2	$390K	Buy	3,006 +810	+37%	+$119K	0.2%	99
2023 Q1	$305K	Buy	2,196 +569	+35%	+$76.6K	0.18%	116
2022 Q4	$221K	Buy	+1,627	New	+$204K	0.16%	130

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

FSM Wealth Advisors's AZN Position: Q2 2026 in Review

FSM Wealth Advisors increased its AstraZeneca (AZN) stake by 4.5% in Q2 2026, buying an estimated $36.1K and bringing the position to 4,421 shares worth $838K. The position accounts for 0.09% of the portfolio, ranked #124.

FSM Wealth Advisors first reported a position in AZN in Q4 2022 and has held it in 15 quarters since. 1,498 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

FSM Wealth Advisors held 4,421 shares of AstraZeneca worth $838K as of Q2 2026.
FSM Wealth Advisors bought 192 AstraZeneca shares in Q2 2026, an estimated $36.1K.
AstraZeneca made up 0.09% of FSM Wealth Advisors's portfolio in Q2 2026, its #124 holding.
FSM Wealth Advisors first reported a position in AstraZeneca in Q4 2022 and has held it in 15 quarters since.
1,498 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.