Luther King Capital Management (LKCM)’s AstraZeneca AZN Stock Holding History

Luther King Capital Management (LKCM)’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	$427K	Sell	2,250 -30	-1%	-$5.64K	﹤0.01%	504
2026 Q1	$450K	Sell	2,280 -33	-1%	-$6.36K	﹤0.01%	486
2025 Q4	$425K	Buy	2,313 +59	+3%	+$10.3K	﹤0.01%	500
2025 Q3	$346K	Buy	2,254 +414	+23%	+$62.7K	﹤0.01%	517
2025 Q2	$257K	Buy	+1,840	New	+$258K	﹤0.01%	535

Other funds holding AZN

Evelyn Partners London $46.9B AUM

Investor AB Stockholm, Sweden $14.4B AUM 4.07% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Luther King Capital Management (LKCM)'s AZN Position: Q2 2026 in Review

Luther King Capital Management (LKCM) reduced its AstraZeneca (AZN) stake by 1.3% in Q2 2026, selling an estimated $5.64K and leaving 2,250 shares worth $427K. The position accounts for ﹤0.01% of the portfolio, ranked #504.

Luther King Capital Management (LKCM) first reported a position in AZN in Q2 2025 and has held it in 5 quarters since. The position peaked at $450K in Q1 2026. 1,495 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

Luther King Capital Management (LKCM) held 2,250 shares of AstraZeneca worth $427K as of Q2 2026.
Luther King Capital Management (LKCM) sold 30 AstraZeneca shares in Q2 2026, an estimated $5.64K.
AstraZeneca made up ﹤0.01% of Luther King Capital Management (LKCM)'s portfolio in Q2 2026, its #504 holding.
Luther King Capital Management (LKCM) first reported a position in AstraZeneca in Q2 2025 and has held it in 5 quarters since.
Luther King Capital Management (LKCM)'s AstraZeneca position peaked at $450K in Q1 2026.
1,495 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q2 2026, filed 10 Aug 2026.