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Lindbrook Capital’s AstraZeneca AZN Stock Holding History

Lindbrook Capital’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
2025
Q1 		$557K Buy
3,787
+70
+2% +$10.1K 0.05% 209
2024
Q4 		$487K Sell
3,717
-228
-6% -$31.9K 0.04% 220
2024
Q3 		$615K Sell
3,945
-346
-8% -$55.9K 0.05% 195
2024
Q2 		$669K Buy
4,291
+288
+7% +$43.3K 0.06% 170
2024
Q1 		$542K Buy
4,003
+69
+2% +$9.14K 0.05% 206
2023
Q4 		$530K Buy
3,934
+326
+9% +$42.4K 0.05% 190
2023
Q3 		$489K Sell
3,608
-46
-1% -$6.28K 0.05% 184
2023
Q2 		$523K Buy
3,654
+49
+1% +$7.21K 0.06% 176
2023
Q1 		$500K Buy
3,605
+301
+9% +$40.5K 0.06% 172
2022
Q4 		$448K Buy
3,304
+140
+4% +$17.6K 0.06% 196
2022
Q3 		$347K Buy
3,164
+105
+3% +$13.3K 0.06% 192
2022
Q2 		$404K Buy
3,059
+485
+19% +$63.6K 0.07% 174
2022
Q1 		$341K Buy
2,574
+37
+1% +$4.44K 0.05% 206
2021
Q4 		$296K Sell
2,537
-14
-0.5% -$1.65K 0.05% 233
2021
Q3 		$306K Buy
2,551
+259
+11% +$30.1K 0.08% 103
2021
Q2 		$275K Buy
2,292
+66
+3% +$7.24K 0.06% 131
2021
Q1 		$221K Buy
2,226
+69
+3% +$6.94K 0.05% 144
2020
Q4 		$216K Sell
2,157
-56
-3% -$5.93K 0.05% 132
2020
Q3 		$243K Buy
2,213
+125
+6% +$13.9K 0.07% 110
2020
Q2 		$221K Buy
2,088
+247
+13% +$25.5K 0.07% 108
2020
Q1 		$164K Sell
1,841
-403
-18% -$37.9K 0.06% 119
2019
Q4 		$224K Buy
2,244
+48
+2% +$4.52K 0.08% 126
2019
Q3 		$196K Sell
2,196
-30
-1% -$2.6K 0.07% 137
2019
Q2 		$183K Buy
2,226
+95
+4% +$7.45K 0.07% 141
2019
Q1 		$172K Sell
2,131
-14
-0.7% -$1.1K 0.07% 144
2018
Q4 		$162K Buy
+2,145
New +$168K 0.08% 132

Other funds holding AZN

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Lindbrook Capital's AZN Position: Q1 2025 in Review

Lindbrook Capital increased its AstraZeneca (AZN) stake by 1.9% in Q1 2025, buying an estimated $10.1K and bringing the position to 3,787 shares worth $557K. The position accounts for 0.05% of the portfolio, ranked #209.

Lindbrook Capital first reported a position in AZN in Q4 2018 and has held it in 26 quarters since. The position peaked at $669K in Q2 2024. 1,250 funds tracked by Wall St. Rank hold AZN as of Q1 2025.

  • Lindbrook Capital held 3,787 shares of AstraZeneca worth $557K as of Q1 2025.
  • Lindbrook Capital bought 70 AstraZeneca shares in Q1 2025, an estimated $10.1K.
  • AstraZeneca made up 0.05% of Lindbrook Capital's portfolio in Q1 2025, its #209 holding.
  • Lindbrook Capital first reported a position in AstraZeneca in Q4 2018 and has held it in 26 quarters since.
  • Lindbrook Capital's AstraZeneca position peaked at $669K in Q2 2024.
  • 1,250 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.