Iams Wealth Management’s AstraZeneca AZN Stock Holding History

Iams 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	$2.06M	Sell	10,885 -5,693	-34%	-$1.07M	0.62%	50
2026 Q1	$3.27M	Buy	16,578 +5,892	+55%	+$1.14M	1.14%	18
2025 Q4	$1.96M	Sell	10,686 -2,732	-20%	-$479K	0.71%	47
2025 Q3	$2.06M	Buy	13,418 +175	+1%	+$26.5K	0.83%	40
2025 Q2	$1.85M	Sell	13,243 -889	-6%	-$125K	0.85%	36
2025 Q1	$2.08M	Buy	14,132 +592	+4%	+$85.7K	0.95%	38
2024 Q4	$1.77M	Buy	13,540 +5,684	+72%	+$796K	0.81%	42
2024 Q3	$1.22M	Sell	7,856 -89	-1%	-$14.4K	0.6%	56
2024 Q2	$1.24M	Buy	+7,945	New	+$1.2M	0.68%	49

Other funds holding AZN

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

SAM

Sycomore Asset Management Paris, France $932M AUM 51.25% 1-Year Est. Return

PAS

Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return

NONA

Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

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

Iams Wealth Management reduced its AstraZeneca (AZN) stake by 34% in Q2 2026, selling an estimated $1.07M and leaving 10,885 shares worth $2.06M. The position accounts for 0.62% of the portfolio, ranked #50.

Iams Wealth Management first reported a position in AZN in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.27M in Q1 2026. 213 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

Iams Wealth Management held 10,885 shares of AstraZeneca worth $2.06M as of Q2 2026.
Iams Wealth Management sold 5,693 AstraZeneca shares in Q2 2026, an estimated $1.07M.
AstraZeneca made up 0.62% of Iams Wealth Management's portfolio in Q2 2026, its #50 holding.
Iams Wealth Management first reported a position in AstraZeneca in Q2 2024 and has held it in 9 quarters since.
Iams Wealth Management's AstraZeneca position peaked at $3.27M in Q1 2026.
213 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Iams Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.