Jamison Private Wealth Management’s AstraZeneca AZN Stock Holding History

Jamison Private 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 Q1	–	Sell	-13,919	Closed	-$2.56M	–	215
2025 Q4	$2.56M	Sell	13,919 -109	-0.8%	-$19.1K	0.31%	72
2025 Q3	$2.15M	Hold	14,028	–	–	0.27%	80
2025 Q2	$1.96M	Sell	14,028 -124	-0.9%	-$17.4K	0.28%	77
2025 Q1	$2.08M	Sell	14,152 -15	-0.1%	-$2.17K	0.32%	77
2024 Q4	$1.86M	Buy	14,167 +570	+4%	+$79.8K	0.27%	80
2024 Q3	$2.12M	Buy	13,597 +86	+0.6%	+$13.9K	0.32%	73
2024 Q2	$2.11M	Sell	13,511 -247	-2%	-$37.2K	0.35%	66
2024 Q1	$1.86M	Sell	13,758 -283	-2%	-$37.5K	0.32%	75
2023 Q4	$1.89M	Sell	14,041 -169	-1%	-$22K	0.35%	68
2023 Q3	$1.92M	Buy	+14,210	New	+$1.94M	0.4%	66

Other funds holding AZN

Investor AB Stockholm, Sweden $14.4B AUM 4.07% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Asset Management London, Ec4n 8af $148B AUM

Jamison Private Wealth Management's AZN Position: Q1 2026 in Review

Jamison Private Wealth Management sold out of AstraZeneca (AZN) in Q1 2026, closing a stake of 13,919 shares — an estimated $2.56M sold.

Jamison Private Wealth Management first reported a position in AZN in Q3 2023 and held it in 10 quarters. The position peaked at $2.56M in Q4 2025. 1,383 funds tracked by Wall St. Rank hold AZN as of Q1 2026.

Jamison Private Wealth Management reported no remaining AstraZeneca position as of Q1 2026 after selling out during the quarter.
Jamison Private Wealth Management sold 13,919 AstraZeneca shares in Q1 2026, an estimated $2.56M.
Jamison Private Wealth Management first reported a position in AstraZeneca in Q3 2023 and held it in 10 quarters.
Jamison Private Wealth Management's AstraZeneca position peaked at $2.56M in Q4 2025.
1,383 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2026.

Based on Jamison Private Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.