IMA Advisory Services’s AstraZeneca AZN Stock Holding History

IMA Advisory Services’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	$100K	Hold	507	–	–	0.01%	212
2025 Q4	$93.2K	Buy	507 +51	+11%	+$8.95K	0.01%	214
2025 Q3	$70K	Hold	456	–	–	0.01%	218
2025 Q2	$63.7K	Hold	456	–	–	0.01%	215
2025 Q1	$67K	Buy	+456	New	+$66K	0.01%	215
2024 Q4	–	Sell	-456	Closed	-$71.1K	–	177
2024 Q3	$71.1K	Buy	+456	New	+$73.6K	0.02%	165

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

IMA Advisory Services's AZN Position: Q1 2026 in Review

IMA Advisory Services held its AstraZeneca (AZN) position steady in Q1 2026 at 507 shares worth $100K. The position accounts for 0.01% of the portfolio, ranked #212.

IMA Advisory Services first reported a position in AZN in Q3 2024 and has held it in 6 quarters since. 1,377 funds tracked by Wall St. Rank hold AZN as of Q1 2026.

IMA Advisory Services held 507 shares of AstraZeneca worth $100K as of Q1 2026.
IMA Advisory Services left its AstraZeneca share count unchanged in Q1 2026.
AstraZeneca made up 0.01% of IMA Advisory Services's portfolio in Q1 2026, its #212 holding.
IMA Advisory Services first reported a position in AstraZeneca in Q3 2024 and has held it in 6 quarters since.
1,377 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2026.

Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.