Joel Isaacson & Co’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $461K | Buy |
2,432
+19
| +0.8% | +$3.57K | 0.01% | 312 |
|
|
2026
Q1 | $476K | Buy |
2,413
+45
| +2% | +$8.68K | 0.02% | 291 |
|
|
2025
Q4 | $435K | Buy |
2,368
+20
| +0.9% | +$3.51K | 0.01% | 304 |
|
|
2025
Q3 | $360K | Hold |
2,348
| – | – | 0.01% | 316 |
|
|
2025
Q2 | $328K | Hold |
2,348
| – | – | 0.01% | 316 |
|
|
2025
Q1 | $345K | Hold |
2,348
| – | – | 0.02% | 292 |
|
|
2024
Q4 | $308K | Sell |
2,348
-29
| -1% | -$4.06K | 0.01% | 297 |
|
|
2024
Q3 | $370K | Hold |
2,377
| – | – | 0.02% | 261 |
|
|
2024
Q2 | $371K | Sell |
2,377
-437
| -16% | -$65.8K | 0.02% | 249 |
|
|
2024
Q1 | $381K | Hold |
2,814
| – | – | 0.02% | 242 |
|
|
2023
Q4 | $379K | Buy |
2,814
+10
| +0.4% | +$1.3K | 0.02% | 226 |
|
|
2023
Q3 | $380K | Hold |
2,804
| – | – | 0.03% | 219 |
|
|
2023
Q2 | $401K | Hold |
2,804
| – | – | 0.03% | 214 |
|
|
2023
Q1 | $389K | Sell |
2,804
-159
| -5% | -$21.4K | 0.03% | 213 |
|
|
2022
Q4 | $402K | Hold |
2,963
| – | – | 0.03% | 206 |
|
|
2022
Q3 | $325K | Buy |
2,963
+500
| +20% | +$63.4K | 0.03% | 215 |
|
|
2022
Q2 | $325K | Hold |
2,463
| – | – | 0.03% | 219 |
|
|
2022
Q1 | $338K | Hold |
2,463
| – | – | 0.02% | 235 |
|
|
2021
Q4 | $287K | Hold |
2,463
| – | – | 0.02% | 260 |
|
|
2021
Q3 | $296K | Buy |
2,463
+478
| +24% | +$55.6K | 0.02% | 252 |
|
|
2021
Q2 | $238K | Buy |
+1,985
| New | +$218K | 0.02% | 262 |
|
|
2020
Q4 | – | Sell |
-1,931
| Closed | -$212K | – | 240 |
|
|
2020
Q3 | $212K | Hold |
1,931
| – | – | 0.03% | 213 |
|
|
2020
Q2 | $204K | Buy |
+1,931
| New | +$199K | 0.03% | 201 |
|
|
2017
Q1 | – | Sell |
-1,810
| Closed | -$99K | – | 206 |
|
|
2016
Q4 | $99K | Hold |
1,810
| – | – | 0.02% | 222 |
|
|
2016
Q3 | $119K | Hold |
1,810
| – | – | 0.02% | 213 |
|
|
2016
Q2 | $109K | Hold |
1,810
| – | – | 0.02% | 224 |
|
|
2016
Q1 | $102K | Hold |
1,810
| – | – | 0.02% | 239 |
|
|
2015
Q4 | $123K | Hold |
1,810
| – | – | 0.03% | 202 |
|
|
2015
Q3 | $115K | Sell |
1,810
-1,000
| -36% | -$65.8K | 0.03% | 210 |
|
|
2015
Q2 | $179K | Hold |
2,810
| – | – | 0.05% | 177 |
|
|
2015
Q1 | $192K | Sell |
2,810
-13
| -0.5% | -$903 | 0.05% | 168 |
|
|
2014
Q4 | $199K | Buy |
2,823
+2,810
| +21,615% | +$201K | 0.05% | 146 |
|
|
2014
Q3 | $1K | Buy |
+13
| New | +$952 | ﹤0.01% | 590 |
|
Other funds holding AZN
EPGL
RG
SAM
CDDEC
MGP
Joel Isaacson & Co's AZN Position: Q2 2026 in Review
Joel Isaacson & Co increased its AstraZeneca (AZN) stake by 0.79% in Q2 2026, buying an estimated $3.57K and bringing the position to 2,432 shares worth $461K. The position accounts for 0.01% of the portfolio, ranked #312.
Joel Isaacson & Co first reported a position in AZN in Q3 2014 and has held it in 33 quarters since. The position peaked at $476K in Q1 2026. 908 funds tracked by Wall St. Rank hold AZN as of Q2 2026.
- Joel Isaacson & Co held 2,432 shares of AstraZeneca worth $461K as of Q2 2026.
- Joel Isaacson & Co bought 19 AstraZeneca shares in Q2 2026, an estimated $3.57K.
- AstraZeneca made up 0.01% of Joel Isaacson & Co's portfolio in Q2 2026, its #312 holding.
- Joel Isaacson & Co first reported a position in AstraZeneca in Q3 2014 and has held it in 33 quarters since.
- Joel Isaacson & Co's AstraZeneca position peaked at $476K in Q1 2026.
- 908 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.
Based on Joel Isaacson & Co's 13F filing for Q2 2026, filed 4 Aug 2026.