LPL Financial’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $129M | Buy |
651,601
+75,165
| +13% | +$14.5M | 0.03% | 491 |
|
|
2025
Q4 | $106M | Buy |
576,436
+42,174
| +8% | +$7.4M | 0.03% | 520 |
|
|
2025
Q3 | $82M | Buy |
534,262
+34,052
| +7% | +$5.15M | 0.02% | 614 |
|
|
2025
Q2 | $69.9M | Buy |
500,210
+58,675
| +13% | +$8.22M | 0.02% | 624 |
|
|
2025
Q1 | $64.9M | Buy |
441,535
+82,949
| +23% | +$12M | 0.03% | 580 |
|
|
2024
Q4 | $47M | Buy |
358,586
+66,199
| +23% | +$9.27M | 0.02% | 680 |
|
|
2024
Q3 | $45.6M | Buy |
292,387
+22,791
| +8% | +$3.68M | 0.02% | 659 |
|
|
2024
Q2 | $42.1M | Buy |
269,596
+27,173
| +11% | +$4.09M | 0.02% | 626 |
|
|
2024
Q1 | $32.8M | Buy |
242,423
+39,986
| +20% | +$5.29M | 0.02% | 712 |
|
|
2023
Q4 | $27.3M | Buy |
202,437
+38,208
| +23% | +$4.97M | 0.02% | 742 |
|
|
2023
Q3 | $22.2M | Buy |
164,229
+3,791
| +2% | +$518K | 0.02% | 756 |
|
|
2023
Q2 | $23M | Buy |
160,438
+31,936
| +25% | +$4.7M | 0.02% | 737 |
|
|
2023
Q1 | $17.8M | Buy |
128,502
+2,384
| +2% | +$321K | 0.01% | 804 |
|
|
2022
Q4 | $17.1M | Buy |
126,118
+7,577
| +6% | +$950K | 0.01% | 769 |
|
|
2022
Q3 | $13M | Buy |
118,541
+15,943
| +16% | +$2.02M | 0.01% | 824 |
|
|
2022
Q2 | $13.6M | Buy |
102,598
+1,794
| +2% | +$235K | 0.01% | 815 |
|
|
2022
Q1 | $13.4M | Sell |
100,804
-16,051
| -14% | -$1.92M | 0.01% | 844 |
|
|
2021
Q4 | $13.6M | Buy |
116,855
+5,429
| +5% | +$639K | 0.01% | 848 |
|
|
2021
Q3 | $13.4M | Buy |
111,426
+12,658
| +13% | +$1.47M | 0.01% | 808 |
|
|
2021
Q2 | $11.8M | Sell |
98,768
-8,310
| -8% | -$912K | 0.01% | 820 |
|
|
2021
Q1 | $10.6M | Sell |
107,078
-3,797
| -3% | -$382K | 0.01% | 801 |
|
|
2020
Q4 | $11.1M | Buy |
110,875
+14,564
| +15% | +$1.54M | 0.01% | 704 |
|
|
2020
Q3 | $10.6M | Buy |
96,311
+4,632
| +5% | +$515K | 0.02% | 617 |
|
|
2020
Q2 | $9.7M | Buy |
91,679
+20,671
| +29% | +$2.13M | 0.02% | 596 |
|
|
2020
Q1 | $6.34M | Buy |
71,008
+2,379
| +3% | +$224K | 0.01% | 654 |
|
|
2019
Q4 | $6.84M | Buy |
68,629
+5,078
| +8% | +$478K | 0.01% | 719 |
|
|
2019
Q3 | $5.67M | Buy |
63,551
+7,090
| +13% | +$615K | 0.01% | 750 |
|
|
2019
Q2 | $4.66M | Buy |
56,461
+2,855
| +5% | +$224K | 0.01% | 822 |
|
|
2019
Q1 | $4.33M | Sell |
53,606
-58,984
| -52% | -$4.65M | 0.01% | 831 |
|
|
2018
Q4 | $8.55M | Sell |
112,590
-15,759
| -12% | -$1.23M | 0.02% | 502 |
|
|
2018
Q3 | $10.2M | Sell |
128,349
-43,200
| -25% | -$3.27M | 0.02% | 486 |
|
|
2018
Q2 | $12M | Sell |
171,549
-36,764
| -18% | -$2.64M | 0.03% | 409 |
|
|
2018
Q1 | $14.6M | Buy |
208,313
+118,746
| +133% | +$8.23M | 0.04% | 339 |
|
|
2017
Q4 | $6.22M | Sell |
89,567
-46
| -0.1% | -$3.1K | 0.02% | 574 |
|
|
2017
Q3 | $6.07M | Sell |
89,613
-5,691
| -6% | -$360K | 0.02% | 533 |
|
|
2017
Q2 | $6.5M | Buy |
95,304
+81,763
| +604% | +$5.34M | 0.02% | 474 |
|
|
2017
Q1 | $843K | Buy |
13,541
+6,043
| +81% | +$352K | 0.01% | 1379 |
|
|
2016
Q4 | $409K | Buy |
7,498
+120
| +2% | +$6.81K | ﹤0.01% | 1912 |
|
|
2016
Q3 | $485K | Buy |
+7,378
| New | +$482K | ﹤0.01% | 1746 |
|
|
2016
Q2 | – | Sell |
-141,461
| Closed | -$8M | – | 2647 |
|
|
2016
Q1 | $8M | Buy |
141,461
+554
| +0.4% | +$33.3K | 0.02% | 512 |
|
|
2015
Q4 | $9.55M | Buy |
140,907
+46,488
| +49% | +$3.05M | 0.03% | 462 |
|
|
2015
Q3 | $6.11M | Sell |
94,419
-2,380
| -2% | -$157K | 0.03% | 407 |
|
|
2015
Q2 | $6.3M | Sell |
96,799
-7,860
| -8% | -$538K | 0.03% | 429 |
|
|
2015
Q1 | $7.2M | Sell |
104,659
-5,209
| -5% | -$362K | 0.04% | 390 |
|
|
2014
Q4 | $7.73M | Buy |
109,868
+7,003
| +7% | +$501K | 0.04% | 341 |
|
|
2014
Q3 | $7.25M | Sell |
102,865
-9,151
| -8% | -$670K | 0.04% | 342 |
|
|
2014
Q2 | $8.32M | Buy |
112,016
+5,373
| +5% | +$388K | 0.05% | 315 |
|
|
2014
Q1 | $6.92M | Sell |
106,643
-17,012
| -14% | -$1.1M | 0.04% | 355 |
|
|
2013
Q4 | $7.34M | Buy |
123,655
+17,637
| +17% | +$958K | 0.05% | 336 |
|
|
2013
Q3 | $5.43M | Buy |
106,018
+4,793
| +5% | +$241K | 0.04% | 391 |
|
|
2013
Q2 | $4.79M | Buy |
+101,225
| New | +$5.15M | 0.03% | 382 |
|
Other funds holding AZN
IA
VCM
VAM
LPL Financial's AZN Position: Q1 2026 in Review
LPL Financial increased its AstraZeneca (AZN) stake by 13% in Q1 2026, buying an estimated $14.5M and bringing the position to 651,601 shares worth $129M. The position accounts for 0.03% of the portfolio, ranked #491.
LPL Financial first reported a position in AZN in Q2 2013 and has held it in 51 quarters since. 1,377 funds tracked by Wall St. Rank hold AZN as of Q1 2026.
- LPL Financial held 651,601 shares of AstraZeneca worth $129M as of Q1 2026.
- LPL Financial bought 75,165 AstraZeneca shares in Q1 2026, an estimated $14.5M.
- AstraZeneca made up 0.03% of LPL Financial's portfolio in Q1 2026, its #491 holding.
- LPL Financial first reported a position in AstraZeneca in Q2 2013 and has held it in 51 quarters since.
- 1,377 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2026.
Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.