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Legacy Wealth Management (Mississippi)’s AstraZeneca AZN Stock Holding History

Legacy Wealth Management (Mississippi)’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 		$308K Buy
+1,623
New +$305K 0.08% 99
2026
Q1 		– Sell
-1,623
Closed -$298K – 108
2025
Q4 		$298K Hold
1,623
– – 0.08% 83
2025
Q3 		$249K Hold
1,623
– – 0.08% 84
2025
Q2 		$227K Hold
1,623
– – 0.07% 88
2025
Q1 		$239K Sell
1,623
-351
-18% -$50.8K 0.08% 89
2024
Q4 		$259K Buy
1,974
+423
+27% +$59.2K 0.1% 83
2024
Q3 		$242K Buy
+1,551
New +$250K 0.09% 90

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

Legacy Wealth Management (Mississippi)'s AZN Position: Q2 2026 in Review

Legacy Wealth Management (Mississippi) opened a new position in AstraZeneca (AZN) in Q2 2026: 1,623 shares worth $308K. The stake represents 0.08% of the portfolio and ranks #99 among its holdings. This is a return to the name: Legacy Wealth Management (Mississippi) previously reported a position in AZN as recently as Q4 2025.

Legacy Wealth Management (Mississippi) first reported a position in AZN in Q3 2024 and has held it in 7 quarters since. 1,495 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • Legacy Wealth Management (Mississippi) held 1,623 shares of AstraZeneca worth $308K as of Q2 2026.
  • AstraZeneca was a new Legacy Wealth Management (Mississippi) position in Q2 2026.
  • AstraZeneca made up 0.08% of Legacy Wealth Management (Mississippi)'s portfolio in Q2 2026, its #99 holding.
  • Legacy Wealth Management (Mississippi) first reported a position in AstraZeneca in Q3 2024 and has held it in 7 quarters since.
  • 1,495 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Legacy Wealth Management (Mississippi)'s 13F filing for Q2 2026, filed 8 Jul 2026.