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 Q3	$245K	Buy	1,520 +143	+10%	+$23.8K	0.01%	214
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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

SEB Asset Management Stockholm $27B AUM

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Lyell Wealth Management's AZN Position: Q3 2026 in Review

Lyell Wealth Management increased its AstraZeneca (AZN) stake by 10% in Q3 2026, buying an estimated $23.8K and bringing the position to 1,520 shares worth $245K. The position accounts for 0.01% of the portfolio, ranked #214.

Lyell Wealth Management first reported a position in AZN in Q2 2021 and has held it in 10 quarters since. The position peaked at $324K in Q1 2022. 918 funds tracked by Wall St. Rank hold AZN as of Q3 2026.

Lyell Wealth Management held 1,520 shares of AstraZeneca worth $245K as of Q3 2026.
Lyell Wealth Management bought 143 AstraZeneca shares in Q3 2026, an estimated $23.8K.
AstraZeneca made up 0.01% of Lyell Wealth Management's portfolio in Q3 2026, its #214 holding.
Lyell Wealth Management first reported a position in AstraZeneca in Q2 2021 and has held it in 10 quarters since.
Lyell Wealth Management's AstraZeneca position peaked at $324K in Q1 2022.
918 funds tracked by Wall St. Rank held AstraZeneca as of Q3 2026.

Based on Lyell Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.