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Gibbs Wealth Management’s AstraZeneca AZN Stock Holding History

Gibbs 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
Q1 		$1.64M Buy
8,293
+2,471
+42% +$476K 0.21% 94
2025
Q4 		$1.1M Sell
5,822
-1,400
-19% -$246K 0.27% 75
2025
Q3 		$1.11M Sell
7,222
-74
-1% -$11.2K 0.25% 87
2025
Q2 		$1.02M Buy
7,296
+344
+5% +$48.2K 0.2% 119
2025
Q1 		$1.02M Buy
6,952
+455
+7% +$65.8K 0.25% 94
2024
Q4 		$851K Buy
6,497
+1,308
+25% +$183K 0.23% 94
2024
Q3 		$809K Buy
+5,189
New +$838K 0.26% 85

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

Gibbs Wealth Management's AZN Position: Q1 2026 in Review

Gibbs Wealth Management increased its AstraZeneca (AZN) stake by 42% in Q1 2026, buying an estimated $476K and bringing the position to 8,293 shares worth $1.64M. The position accounts for 0.21% of the portfolio, ranked #94.

Gibbs Wealth Management first reported a position in AZN in Q3 2024 and has held it in 7 quarters since. 1,385 funds tracked by Wall St. Rank hold AZN as of Q1 2026.

  • Gibbs Wealth Management held 8,293 shares of AstraZeneca worth $1.64M as of Q1 2026.
  • Gibbs Wealth Management bought 2,471 AstraZeneca shares in Q1 2026, an estimated $476K.
  • AstraZeneca made up 0.21% of Gibbs Wealth Management's portfolio in Q1 2026, its #94 holding.
  • Gibbs Wealth Management first reported a position in AstraZeneca in Q3 2024 and has held it in 7 quarters since.
  • 1,385 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2026.

Based on Gibbs Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.