HHM Wealth Advisors’s AstraZeneca AZN Stock Holding History

HHM 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 Q1	–	Sell	-582	Closed	-$107K	–	880
2025 Q4	$107K	Hold	582	–	–	0.01%	263
2025 Q3	$89.3K	Buy	582 +34	+6%	+$5.15K	0.01%	288
2025 Q2	$76.5K	Sell	548 -34	-6%	-$4.76K	0.01%	311
2025 Q1	$85.5K	Hold	582	–	–	0.01%	280
2024 Q4	$76.2K	Buy	582 +163	+39%	+$22.8K	0.01%	297
2024 Q3	$65.3K	Buy	419 +34	+9%	+$5.49K	0.01%	301
2024 Q2	$60.1K	Sell	385 -231	-38%	-$34.8K	0.01%	312
2024 Q1	$83.4K	Hold	616	–	–	0.01%	228
2023 Q4	$83K	Buy	616 +385	+167%	+$50K	0.01%	226
2023 Q3	$31.3K	Hold	231	–	–	0.01%	338
2023 Q2	$33.1K	Sell	231 -13	-5%	-$1.91K	0.01%	349
2023 Q1	$33.9K	Sell	244 -3	-1%	-$404	0.01%	324
2022 Q4	$33.5K	Sell	247 -12	-5%	-$1.5K	0.01%	294
2022 Q3	$28K	Buy	259 +30	+13%	+$3.81K	0.01%	306
2022 Q2	$28K	Buy	+229	New	+$30K	0.01%	366

Other funds holding AZN

Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VAM

Vanguard Asset Management London, Ec4n 8af $117B AUM

HHM Wealth Advisors's AZN Position: Q1 2026 in Review

HHM Wealth Advisors sold out of AstraZeneca (AZN) in Q1 2026, closing a stake of 582 shares — an estimated $107K sold.

HHM Wealth Advisors first reported a position in AZN in Q2 2022 and held it in 15 quarters. The position peaked at $107K in Q4 2025. 1,378 funds tracked by Wall St. Rank hold AZN as of Q1 2026.

HHM Wealth Advisors reported no remaining AstraZeneca position as of Q1 2026 after selling out during the quarter.
HHM Wealth Advisors sold 582 AstraZeneca shares in Q1 2026, an estimated $107K.
HHM Wealth Advisors first reported a position in AstraZeneca in Q2 2022 and held it in 15 quarters.
HHM Wealth Advisors's AstraZeneca position peaked at $107K in Q4 2025.
1,378 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2026.

Based on HHM Wealth Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.