JPL Wealth Management
AZN icon

JPL Wealth Management’s AstraZeneca AZN Stock Holding History

JPL 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
Q3 		$33.9K Buy
210
+37
+21% +$6.17K 0.01% 258
2026
Q2 		$32.8K Sell
173
-19
-10% -$3.57K 0.01% 332
2026
Q1 		$37.9K Buy
+192
New +$37K 0.01% 278
2025
Q4 		– Sell
-226
Closed -$34.6K – 205
2025
Q3 		$34.6K Buy
+226
New +$34.2K 0.01% 298

Other funds holding AZN

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Vanguard Asset Management
Vanguard Asset Management London, Ec4n 8af $162B AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM

JPL Wealth Management's AZN Position: Q3 2026 in Review

JPL Wealth Management increased its AstraZeneca (AZN) stake by 21% in Q3 2026, buying an estimated $6.17K and bringing the position to 210 shares worth $33.9K. The position accounts for 0.01% of the portfolio, ranked #258.

JPL Wealth Management first reported a position in AZN in Q3 2025 and has held it in 4 quarters since. The position peaked at $37.9K in Q1 2026. 1,222 funds tracked by Wall St. Rank hold AZN as of Q3 2026.

  • JPL Wealth Management held 210 shares of AstraZeneca worth $33.9K as of Q3 2026.
  • JPL Wealth Management bought 37 AstraZeneca shares in Q3 2026, an estimated $6.17K.
  • AstraZeneca made up 0.01% of JPL Wealth Management's portfolio in Q3 2026, its #258 holding.
  • JPL Wealth Management first reported a position in AstraZeneca in Q3 2025 and has held it in 4 quarters since.
  • JPL Wealth Management's AstraZeneca position peaked at $37.9K in Q1 2026.
  • 1,222 funds tracked by Wall St. Rank held AstraZeneca as of Q3 2026.

Based on JPL Wealth Management's 13F filing for Q3 2026, filed 13 Nov 2026.