L.J. Altfest & 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
Q1 | $3.22M | Buy |
16,309
+8,915
| +121% | +$1.72M | 0.34% | 61 |
|
|
2025
Q4 | $1.36M | Sell |
7,394
-930
| -11% | -$163K | 0.15% | 107 |
|
|
2025
Q3 | $1.28M | Sell |
8,324
-112
| -1% | -$17K | 0.14% | 110 |
|
|
2025
Q2 | $1.18M | Sell |
8,436
-3,738
| -31% | -$524K | 0.14% | 113 |
|
|
2025
Q1 | $1.79M | Buy |
12,174
+1,763
| +17% | +$255K | 0.22% | 77 |
|
|
2024
Q4 | $1.36M | Buy |
10,411
+2,352
| +29% | +$329K | 0.17% | 92 |
|
|
2024
Q3 | $1.26M | Buy |
8,059
+97
| +1% | +$15.7K | 0.17% | 100 |
|
|
2024
Q2 | $1.24M | Sell |
7,962
-4,333
| -35% | -$652K | 0.17% | 95 |
|
|
2024
Q1 | $1.67M | Buy |
12,295
+406
| +3% | +$53.8K | 0.24% | 72 |
|
|
2023
Q4 | $1.6M | Buy |
11,889
+3,474
| +41% | +$452K | 0.23% | 77 |
|
|
2023
Q3 | $1.14M | Buy |
8,415
+4,201
| +100% | +$574K | 0.18% | 99 |
|
|
2023
Q2 | $603K | Sell |
4,214
-2,091
| -33% | -$308K | 0.09% | 155 |
|
|
2023
Q1 | $875K | Sell |
6,305
-35
| -0.6% | -$4.71K | 0.14% | 110 |
|
|
2022
Q4 | $860K | Sell |
6,340
-3,625
| -36% | -$455K | 0.14% | 105 |
|
|
2022
Q3 | $1.09M | Buy |
9,965
+1,089
| +12% | +$138K | 0.2% | 70 |
|
|
2022
Q2 | $1.17M | Buy |
8,876
+1,432
| +19% | +$188K | 0.21% | 75 |
|
|
2022
Q1 | $988K | Buy |
7,444
+136
| +2% | +$16.3K | 0.18% | 91 |
|
|
2021
Q4 | $851K | Buy |
7,308
+1,943
| +36% | +$229K | 0.16% | 106 |
|
|
2021
Q3 | $644K | Buy |
5,365
+340
| +7% | +$39.6K | 0.13% | 115 |
|
|
2021
Q2 | $602K | Buy |
5,025
+68
| +1% | +$7.46K | 0.13% | 120 |
|
|
2021
Q1 | $493K | Buy |
+4,957
| New | +$498K | 0.12% | 137 |
|
|
2020
Q3 | – | Sell |
-4,014
| Closed | -$425K | – | 230 |
|
|
2020
Q2 | $425K | Buy |
4,014
+438
| +12% | +$45.2K | 0.12% | 129 |
|
|
2020
Q1 | $319K | Buy |
+3,576
| New | +$337K | 0.1% | 129 |
|
|
2018
Q1 | – | Sell |
-9,766
| Closed | -$678K | – | 155 |
|
|
2017
Q4 | $678K | Sell |
9,766
-56
| -0.6% | -$3.78K | 0.26% | 87 |
|
|
2017
Q3 | $666K | Buy |
+9,822
| New | +$621K | 0.32% | 80 |
|
|
2015
Q1 | – | Sell |
-22,633
| Closed | -$1.59M | – | 98 |
|
|
2014
Q4 | $1.59M | Buy |
22,633
+184
| +0.8% | +$13.2K | 1.3% | 29 |
|
|
2014
Q3 | $1.57M | Buy |
22,449
+1
| +0% | +$73 | 1.54% | 25 |
|
|
2014
Q2 | $1.7M | Sell |
22,448
-286
| -1% | -$20.7K | 1.68% | 18 |
|
|
2014
Q1 | $1.42M | Sell |
22,734
-516
| -2% | -$33.3K | 1.32% | 25 |
|
|
2013
Q4 | $1.38M | Buy |
+23,250
| New | +$1.26M | 1.17% | 31 |
|
Other funds holding AZN
IA
VCM
VAM
L.J. Altfest & Co's AZN Position: Q1 2026 in Review
L.J. Altfest & Co increased its AstraZeneca (AZN) stake by 121% in Q1 2026, buying an estimated $1.72M and bringing the position to 16,309 shares worth $3.22M. The position accounts for 0.34% of the portfolio, ranked #61.
L.J. Altfest & Co first reported a position in AZN in Q4 2013 and has held it in 30 quarters since. 1,377 funds tracked by Wall St. Rank hold AZN as of Q1 2026.
- L.J. Altfest & Co held 16,309 shares of AstraZeneca worth $3.22M as of Q1 2026.
- L.J. Altfest & Co bought 8,915 AstraZeneca shares in Q1 2026, an estimated $1.72M.
- AstraZeneca made up 0.34% of L.J. Altfest & Co's portfolio in Q1 2026, its #61 holding.
- L.J. Altfest & Co first reported a position in AstraZeneca in Q4 2013 and has held it in 30 quarters since.
- 1,377 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2026.
Based on L.J. Altfest & Co's 13F filing for Q1 2026, filed 28 Apr 2026.