Jones Financial Companies
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Jones Financial Companies’s AstraZeneca AZN Stock Holding History

Jones Financial Companies’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 		$315M Buy
1,670,876
+666,460
+66% +$125M 0.13% 85
2026
Q1 		$189M Buy
1,004,416
+974,584
+3,267% +$188M 0.09% 110
2025
Q4 		$5.48M Buy
29,832
+9,049
+44% +$1.59M ﹤0.01% 613
2025
Q3 		$3.07M Buy
20,783
+6,982
+51% +$1.06M ﹤0.01% 725
2025
Q2 		$1.93M Buy
13,801
+3,216
+30% +$451K ﹤0.01% 764
2025
Q1 		$1.56M Buy
10,585
+2,471
+30% +$358K ﹤0.01% 723
2024
Q4 		$1.06M Buy
8,114
+1,533
+23% +$215K ﹤0.01% 725
2024
Q3 		$1.02M Buy
6,581
+3,306
+101% +$534K ﹤0.01% 606
2024
Q2 		$511K Buy
3,275
+2,316
+242% +$349K ﹤0.01% 562
2024
Q1 		$130K Buy
959
+706
+279% +$93.5K ﹤0.01% 539
2023
Q4 		$34.1K Buy
253
+117
+86% +$15.2K ﹤0.01% 523
2023
Q3 		$18.4K Sell
136
-369
-73% -$50.4K ﹤0.01% 442
2023
Q2 		$72.3K Buy
505
+328
+185% +$48.3K ﹤0.01% 334
2023
Q1 		$24.5K Sell
177
-199
-53% -$26.8K ﹤0.01% 405
2022
Q4 		$51K Sell
376
-2
-0.5% -$251 ﹤0.01% 346
2022
Q3 		$41K Hold
378
– – ﹤0.01% 337
2022
Q2 		$50K Buy
378
+243
+180% +$31.9K ﹤0.01% 334
2022
Q1 		$18K Sell
135
-1,702
-93% -$204K ﹤0.01% 446
2021
Q4 		$214K Buy
1,837
+1,615
+727% +$190K ﹤0.01% 244
2021
Q3 		$27K Buy
222
+58
+35% +$6.75K ﹤0.01% 396
2021
Q2 		$20K Sell
164
-476
-74% -$52.2K ﹤0.01% 398
2021
Q1 		$64K Buy
640
+440
+220% +$44.2K ﹤0.01% 320
2020
Q4 		$20K Buy
+200
New +$21.2K ﹤0.01% 365
2013
Q3 		– Sell
-2,375
Closed -$112K – 722
2013
Q2 		$112K Buy
+2,375
New +$121K ﹤0.01% 247

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

Jones Financial Companies's AZN Position: Q2 2026 in Review

Jones Financial Companies increased its AstraZeneca (AZN) stake by 66% in Q2 2026, buying an estimated $125M and bringing the position to 1,670,876 shares worth $315M. The position accounts for 0.13% of the portfolio, ranked #85.

Jones Financial Companies first reported a position in AZN in Q2 2013 and has held it in 24 quarters since. 1,495 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • Jones Financial Companies held 1,670,876 shares of AstraZeneca worth $315M as of Q2 2026.
  • Jones Financial Companies bought 666,460 AstraZeneca shares in Q2 2026, an estimated $125M.
  • AstraZeneca made up 0.13% of Jones Financial Companies's portfolio in Q2 2026, its #85 holding.
  • Jones Financial Companies first reported a position in AstraZeneca in Q2 2013 and has held it in 24 quarters since.
  • 1,495 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.