Grimes & Company’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $451K | Sell |
2,381
-450
| -16% | -$84.6K | 0.01% | 325 |
|
|
2026
Q1 | $558K | Buy |
2,831
+163
| +6% | +$31.4K | 0.02% | 292 |
|
|
2025
Q4 | $491K | Buy |
2,668
+49
| +2% | +$8.59K | 0.01% | 313 |
|
|
2025
Q3 | $402K | Sell |
2,619
-26
| -1% | -$3.94K | 0.01% | 337 |
|
|
2025
Q2 | $370K | Buy |
2,645
+77
| +3% | +$10.8K | 0.01% | 308 |
|
|
2025
Q1 | $377K | Sell |
2,568
-129
| -5% | -$18.7K | 0.01% | 265 |
|
|
2024
Q4 | $353K | Buy |
2,697
+149
| +6% | +$20.9K | 0.01% | 292 |
|
|
2024
Q3 | $397K | Sell |
2,548
-31
| -1% | -$5K | 0.01% | 256 |
|
|
2024
Q2 | $402K | Sell |
2,579
-34
| -1% | -$5.12K | 0.01% | 244 |
|
|
2024
Q1 | $354K | Sell |
2,613
-227
| -8% | -$30.1K | 0.01% | 254 |
|
|
2023
Q4 | $383K | Sell |
2,840
-49
| -2% | -$6.37K | 0.01% | 243 |
|
|
2023
Q3 | $391K | Buy |
2,889
+25
| +0.9% | +$3.42K | 0.02% | 219 |
|
|
2023
Q2 | $410K | Sell |
2,864
-93
| -3% | -$13.7K | 0.01% | 221 |
|
|
2023
Q1 | $410K | Sell |
2,957
-579
| -16% | -$77.9K | 0.02% | 216 |
|
|
2022
Q4 | $479K | Buy |
3,536
+31
| +0.9% | +$3.89K | 0.02% | 206 |
|
|
2022
Q3 | $384K | Buy |
3,505
+1,011
| +41% | +$128K | 0.02% | 201 |
|
|
2022
Q2 | $330K | Buy |
2,494
+25
| +1% | +$3.28K | 0.02% | 218 |
|
|
2022
Q1 | $328K | Buy |
2,469
+19
| +0.8% | +$2.28K | 0.02% | 235 |
|
|
2021
Q4 | $285K | Sell |
2,450
-1
| -0% | -$118 | 0.01% | 246 |
|
|
2021
Q3 | $294K | Buy |
2,451
+31
| +1% | +$3.61K | 0.01% | 243 |
|
|
2021
Q2 | $290K | Sell |
2,420
-1,000
| -29% | -$110K | 0.01% | 244 |
|
|
2021
Q1 | $340K | Buy |
3,420
+510
| +18% | +$51.3K | 0.02% | 221 |
|
|
2020
Q4 | $291K | Buy |
2,910
+500
| +21% | +$53K | 0.02% | 224 |
|
|
2020
Q3 | $264K | Hold |
2,410
| – | – | 0.02% | 215 |
|
|
2020
Q2 | $255K | Sell |
2,410
-12
| -0.5% | -$1.24K | 0.02% | 217 |
|
|
2020
Q1 | $216K | Sell |
2,422
-497
| -17% | -$46.8K | 0.02% | 208 |
|
|
2019
Q4 | $291K | Sell |
2,919
-23
| -0.8% | -$2.17K | 0.02% | 216 |
|
|
2019
Q3 | $262K | Sell |
2,942
-392
| -12% | -$34K | 0.02% | 214 |
|
|
2019
Q2 | $276K | Sell |
3,334
-73
| -2% | -$5.72K | 0.02% | 210 |
|
|
2019
Q1 | $276K | Sell |
3,407
-198
| -5% | -$15.6K | 0.02% | 208 |
|
|
2018
Q4 | $274K | Sell |
3,605
-585
| -14% | -$45.7K | 0.03% | 191 |
|
|
2018
Q3 | $331K | Sell |
4,190
-175
| -4% | -$13.2K | 0.03% | 189 |
|
|
2018
Q2 | $307K | Sell |
4,365
-1,060
| -20% | -$76.3K | 0.03% | 190 |
|
|
2018
Q1 | $380K | Buy |
5,425
+1,001
| +23% | +$69.3K | 0.04% | 173 |
|
|
2017
Q4 | $307K | Hold |
4,424
| – | – | 0.03% | 174 |
|
|
2017
Q3 | $300K | Buy |
4,424
+85
| +2% | +$5.37K | 0.03% | 165 |
|
|
2017
Q2 | $296K | Sell |
4,339
-426
| -9% | -$27.8K | 0.03% | 166 |
|
|
2017
Q1 | $297K | Hold |
4,765
| – | – | 0.03% | 166 |
|
|
2016
Q4 | $260K | Sell |
4,765
-64
| -1% | -$3.63K | 0.03% | 175 |
|
|
2016
Q3 | $317K | Sell |
4,829
-75
| -2% | -$4.9K | 0.04% | 156 |
|
|
2016
Q2 | $296K | Sell |
4,904
-180
| -4% | -$10.5K | 0.04% | 164 |
|
|
2016
Q1 | $287K | Sell |
5,084
-865
| -15% | -$52K | 0.04% | 155 |
|
|
2015
Q4 | $404K | Buy |
5,949
+764
| +15% | +$50.1K | 0.05% | 128 |
|
|
2015
Q3 | $330K | Sell |
5,185
-723
| -12% | -$47.6K | 0.04% | 139 |
|
|
2015
Q2 | $377K | Sell |
5,908
-1,499
| -20% | -$103K | 0.05% | 128 |
|
|
2015
Q1 | $507K | Sell |
7,407
-1,541
| -17% | -$107K | 0.12% | 96 |
|
|
2014
Q4 | $630K | Sell |
8,948
-230
| -3% | -$16.5K | 0.16% | 93 |
|
|
2014
Q3 | $656K | Sell |
9,178
-1,816
| -17% | -$133K | 0.17% | 90 |
|
|
2014
Q2 | $817K | Sell |
10,994
-945
| -8% | -$68.3K | 0.21% | 86 |
|
|
2014
Q1 | $775K | Sell |
11,939
-101,173
| -89% | -$6.53M | 0.22% | 84 |
|
|
2013
Q4 | $6.72M | Buy |
113,112
+4,671
| +4% | +$254K | 2.01% | 7 |
|
|
2013
Q3 | $5.63M | Buy |
108,441
+7,570
| +8% | +$380K | 1.91% | 13 |
|
|
2013
Q2 | $4.77M | Buy |
+100,871
| New | +$5.14M | 1.74% | 23 |
|
Other funds holding AZN
EP
IA
Grimes & Company's AZN Position: Q2 2026 in Review
Grimes & Company reduced its AstraZeneca (AZN) stake by 16% in Q2 2026, selling an estimated $84.6K and leaving 2,381 shares worth $451K. The position accounts for 0.01% of the portfolio, ranked #325.
Grimes & Company first reported a position in AZN in Q2 2013 and has held it in 53 quarters since. The position peaked at $6.72M in Q4 2013. 1,495 funds tracked by Wall St. Rank hold AZN as of Q2 2026.
- Grimes & Company held 2,381 shares of AstraZeneca worth $451K as of Q2 2026.
- Grimes & Company sold 450 AstraZeneca shares in Q2 2026, an estimated $84.6K.
- AstraZeneca made up 0.01% of Grimes & Company's portfolio in Q2 2026, its #325 holding.
- Grimes & Company first reported a position in AstraZeneca in Q2 2013 and has held it in 53 quarters since.
- Grimes & Company's AstraZeneca position peaked at $6.72M in Q4 2013.
- 1,495 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.
Based on Grimes & Company's 13F filing for Q2 2026, filed 17 Jul 2026.