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Hohimer Wealth Management’s AstraZeneca AZN Stock Holding History

Hohimer 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
Q2 		$1.27M Hold
6,719
– – 0.13% 150
2026
Q1 		$1.33M Sell
6,719
-3,855
-36% -$743K 0.16% 146
2025
Q4 		$1.94M Buy
10,574
+55
+0.5% +$9.65K 0.26% 112
2025
Q3 		$1.61M Buy
10,519
+693
+7% +$105K 0.23% 118
2025
Q2 		$1.37M Buy
9,826
+41
+0.4% +$5.75K 0.24% 95
2025
Q1 		$1.44M Buy
9,785
+3,469
+55% +$502K 0.28% 89
2024
Q4 		$828K Hold
6,316
– – 0.16% 123
2024
Q3 		$984K Hold
6,316
– – 0.21% 115
2024
Q2 		$985K Hold
6,316
– – 0.23% 121
2024
Q1 		$856K Sell
6,316
-208
-3% -$27.5K 0.2% 129
2023
Q4 		$879K Hold
6,524
– – 0.22% 124
2023
Q3 		$884K Sell
6,524
-142
-2% -$19.4K 0.25% 110
2023
Q2 		$954K Sell
6,666
-41
-0.6% -$6.03K 0.26% 100
2023
Q1 		$931K Buy
6,707
+5,214
+349% +$702K 0.27% 93
2022
Q4 		$202K Sell
1,493
-5,323
-78% -$668K 0.06% 154
2022
Q3 		$748K Sell
6,816
-184
-3% -$23.3K 0.24% 114
2022
Q2 		$925K Sell
7,000
-78
-1% -$10.2K 0.27% 97
2022
Q1 		$939K Buy
7,078
+1
+0% +$120 0.19% 126
2021
Q4 		$824K Buy
7,077
+29
+0.4% +$3.41K 0.17% 127
2021
Q3 		$847K Sell
7,048
-612
-8% -$71.2K 0.18% 128
2021
Q2 		$918K Buy
7,660
+320
+4% +$35.1K 0.19% 129
2021
Q1 		$730K Sell
7,340
-1,541
-17% -$155K 0.18% 127
2020
Q4 		$888K Sell
8,881
-7
-0.1% -$741 0.24% 115
2020
Q3 		$932K Sell
8,888
-778
-8% -$86.5K 0.27% 110
2020
Q2 		$1.02M Sell
9,666
-8,727
-47% -$901K 0.35% 100
2020
Q1 		$1.89M Sell
18,393
-422
-2% -$39.7K 0.8% 46
2019
Q4 		$1.88M Buy
+18,815
New +$1.77M 0.65% 54

Other funds holding AZN

EP
Evelyn Partners London $46.9B AUM
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Hohimer Wealth Management's AZN Position: Q2 2026 in Review

Hohimer Wealth Management held its AstraZeneca (AZN) position steady in Q2 2026 at 6,719 shares worth $1.27M. The position accounts for 0.13% of the portfolio, ranked #150.

Hohimer Wealth Management first reported a position in AZN in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.94M in Q4 2025. 1,495 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • Hohimer Wealth Management held 6,719 shares of AstraZeneca worth $1.27M as of Q2 2026.
  • Hohimer Wealth Management left its AstraZeneca share count unchanged in Q2 2026.
  • AstraZeneca made up 0.13% of Hohimer Wealth Management's portfolio in Q2 2026, its #150 holding.
  • Hohimer Wealth Management first reported a position in AstraZeneca in Q4 2019 and has held it in 27 quarters since.
  • Hohimer Wealth Management's AstraZeneca position peaked at $1.94M in Q4 2025.
  • 1,495 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Hohimer Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.