Lantz Financial’s AstraZeneca AZN Stock Holding History

Lantz Financial’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	–	Sell	-1,467	Closed	-$278K	–	262
2026 Q2	$278K	Buy	+1,467	New	+$276K	0.05%	219
2026 Q1	–	Sell	-1,275	Closed	-$234K	–	241
2025 Q4	$234K	Buy	+1,275	New	+$224K	0.05%	233

Other funds holding AZN

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

SEB Asset Management Stockholm $27B AUM

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Lantz Financial's AZN Position: Q3 2026 in Review

Lantz Financial sold out of AstraZeneca (AZN) in Q3 2026, closing a stake of 1,467 shares — an estimated $278K sold.

Lantz Financial first reported a position in AZN in Q4 2025 and held it in 2 quarters. The position peaked at $278K in Q2 2026. 918 funds tracked by Wall St. Rank hold AZN as of Q3 2026.

Lantz Financial reported no remaining AstraZeneca position as of Q3 2026 after selling out during the quarter.
Lantz Financial sold 1,467 AstraZeneca shares in Q3 2026, an estimated $278K.
Lantz Financial first reported a position in AstraZeneca in Q4 2025 and held it in 2 quarters.
Lantz Financial's AstraZeneca position peaked at $278K in Q2 2026.
918 funds tracked by Wall St. Rank held AstraZeneca as of Q3 2026.

Based on Lantz Financial's 13F filing for Q3 2026, filed 15 Oct 2026.