Lyell Wealth Management’s AstraZeneca AZN Stock Holding History

Lyell Wealth Management’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	$261K	Hold	1,377	–	–	0.02%	207
2026 Q1	$272K	Sell	1,377 -3	-0.2%	-$578	0.02%	190
2025 Q4	$254K	Buy	+1,380	New	+$242K	0.02%	197
2023 Q2	–	Sell	-2,103	Closed	-$292K	–	184
2023 Q1	$292K	Sell	2,103 -250	-11%	-$33.6K	0.04%	168
2022 Q4	$319K	Hold	2,353	–	–	0.05%	160
2022 Q3	$258K	Hold	2,353	–	–	0.04%	166
2022 Q2	$311K	Sell	2,353 -88	-4%	-$11.5K	0.05%	158
2022 Q1	$324K	Buy	+2,441	New	+$293K	0.04%	164
2021 Q3	–	Sell	-1,766	Closed	-$212K	–	183
2021 Q2	$212K	Buy	+1,766	New	+$194K	0.03%	179

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

Lyell Wealth Management's AZN Position: Q2 2026 in Review

Lyell Wealth Management held its AstraZeneca (AZN) position steady in Q2 2026 at 1,377 shares worth $261K. The position accounts for 0.02% of the portfolio, ranked #207.

Lyell Wealth Management first reported a position in AZN in Q2 2021 and has held it in 9 quarters since. The position peaked at $324K in Q1 2022. 1,504 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

Lyell Wealth Management held 1,377 shares of AstraZeneca worth $261K as of Q2 2026.
Lyell Wealth Management left its AstraZeneca share count unchanged in Q2 2026.
AstraZeneca made up 0.02% of Lyell Wealth Management's portfolio in Q2 2026, its #207 holding.
Lyell Wealth Management first reported a position in AstraZeneca in Q2 2021 and has held it in 9 quarters since.
Lyell Wealth Management's AstraZeneca position peaked at $324K in Q1 2022.
1,504 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Lyell Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.