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Leavell Investment Management’s AstraZeneca AZN Stock Holding History

Leavell Investment 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 		$1.24M Sell
6,562
-105
-2% -$19.7K 0.05% 294
2026
Q1 		$1.31M Buy
6,667
+21
+0.3% +$4.05K 0.05% 274
2025
Q4 		$1.22M Buy
6,646
+19
+0.3% +$3.33K 0.05% 274
2025
Q3 		$1.02M Sell
6,627
-616
-9% -$93.2K 0.04% 299
2025
Q2 		$1.01M Sell
7,243
-339
-4% -$47.5K 0.05% 300
2025
Q1 		$1.11M Buy
7,582
+3
+0% +$434 0.06% 267
2024
Q4 		$993K Sell
7,579
-301
-4% -$42.1K 0.05% 280
2024
Q3 		$1.23M Hold
7,880
– – 0.06% 265
2024
Q2 		$1.23M Buy
7,880
+795
+11% +$120K 0.07% 241
2024
Q1 		$960K Sell
7,085
-1,547
-18% -$205K 0.06% 274
2023
Q4 		$1.16M Buy
8,632
+358
+4% +$46.5K 0.07% 232
2023
Q3 		$1.12M Sell
8,274
-266
-3% -$36.3K 0.08% 227
2023
Q2 		$1.22M Hold
8,540
– – 0.08% 222
2023
Q1 		$1.19M Sell
8,540
-1,593
-16% -$214K 0.08% 217
2022
Q4 		$1.37M Sell
10,133
-247
-2% -$31K 0.1% 193
2022
Q3 		$1.14M Buy
10,380
+747
+8% +$94.8K 0.09% 205
2022
Q2 		$1.27M Hold
9,633
– – 0.1% 191
2022
Q1 		$1.28M Hold
9,633
– – 0.09% 204
2021
Q4 		$1.12M Sell
9,633
-584
-6% -$68.7K 0.07% 224
2021
Q3 		$1.23M Buy
+10,217
New +$1.19M 0.09% 192
2021
Q1 		– Sell
-3,486
Closed -$348K – 393
2020
Q4 		$348K Buy
3,486
+834
+31% +$88.3K 0.03% 312
2020
Q3 		$291K Sell
2,652
-316
-11% -$35.1K 0.03% 320
2020
Q2 		$314K Hold
2,968
– – 0.03% 307
2020
Q1 		$265K Buy
+2,968
New +$279K 0.03% 303

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

Leavell Investment Management's AZN Position: Q2 2026 in Review

Leavell Investment Management reduced its AstraZeneca (AZN) stake by 1.6% in Q2 2026, selling an estimated $19.7K and leaving 6,562 shares worth $1.24M. The position accounts for 0.05% of the portfolio, ranked #294.

Leavell Investment Management first reported a position in AZN in Q1 2020 and has held it in 24 quarters since. The position peaked at $1.37M in Q4 2022. 1,504 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • Leavell Investment Management held 6,562 shares of AstraZeneca worth $1.24M as of Q2 2026.
  • Leavell Investment Management sold 105 AstraZeneca shares in Q2 2026, an estimated $19.7K.
  • AstraZeneca made up 0.05% of Leavell Investment Management's portfolio in Q2 2026, its #294 holding.
  • Leavell Investment Management first reported a position in AstraZeneca in Q1 2020 and has held it in 24 quarters since.
  • Leavell Investment Management's AstraZeneca position peaked at $1.37M in Q4 2022.
  • 1,504 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.