LWA
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Lineweaver Wealth Advisors’s AstraZeneca AZN Stock Holding History

Lineweaver Wealth Advisors’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
Q1 		– Sell
-4,649
Closed -$855K – 170
2025
Q4 		$855K Buy
4,649
+264
+6% +$46.3K 0.12% 116
2025
Q3 		$673K Buy
4,385
+323
+8% +$48.9K 0.1% 120
2025
Q2 		$568K Buy
+4,062
New +$569K 0.09% 118

Other funds holding AZN

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Asset Management
Vanguard Asset Management London, Ec4n 8af $148B AUM

Lineweaver Wealth Advisors's AZN Position: Q1 2026 in Review

Lineweaver Wealth Advisors sold out of AstraZeneca (AZN) in Q1 2026, closing a stake of 4,649 shares — an estimated $855K sold.

Lineweaver Wealth Advisors first reported a position in AZN in Q2 2025 and held it in 3 quarters. The position peaked at $855K in Q4 2025. 1,385 funds tracked by Wall St. Rank hold AZN as of Q1 2026.

  • Lineweaver Wealth Advisors reported no remaining AstraZeneca position as of Q1 2026 after selling out during the quarter.
  • Lineweaver Wealth Advisors sold 4,649 AstraZeneca shares in Q1 2026, an estimated $855K.
  • Lineweaver Wealth Advisors first reported a position in AstraZeneca in Q2 2025 and held it in 3 quarters.
  • Lineweaver Wealth Advisors's AstraZeneca position peaked at $855K in Q4 2025.
  • 1,385 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2026.

Based on Lineweaver Wealth Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.