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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
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

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

JPL Wealth Management's AZN Position: Q2 2026 in Review

JPL Wealth Management reduced its AstraZeneca (AZN) stake by 9.9% in Q2 2026, selling an estimated $3.57K and leaving 173 shares worth $32.8K. The position accounts for 0.01% of the portfolio, ranked #332.

JPL Wealth Management first reported a position in AZN in Q3 2025 and has held it in 3 quarters since. The position peaked at $37.9K in Q1 2026. 1,502 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • JPL Wealth Management held 173 shares of AstraZeneca worth $32.8K as of Q2 2026.
  • JPL Wealth Management sold 19 AstraZeneca shares in Q2 2026, an estimated $3.57K.
  • AstraZeneca made up 0.01% of JPL Wealth Management's portfolio in Q2 2026, its #332 holding.
  • JPL Wealth Management first reported a position in AstraZeneca in Q3 2025 and has held it in 3 quarters since.
  • JPL Wealth Management's AstraZeneca position peaked at $37.9K in Q1 2026.
  • 1,502 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.