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 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

Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VAM

Vanguard Asset Management London, Ec4n 8af $117B AUM

Lyell Wealth Management's AZN Position: Q1 2026 in Review

Lyell Wealth Management reduced its AstraZeneca (AZN) stake by 0.22% in Q1 2026, selling an estimated $578 and leaving 1,377 shares worth $272K. The position accounts for 0.02% of the portfolio, ranked #190.

Lyell Wealth Management first reported a position in AZN in Q2 2021 and has held it in 8 quarters since. The position peaked at $324K in Q1 2022. 1,379 funds tracked by Wall St. Rank hold AZN as of Q1 2026.

Lyell Wealth Management held 1,377 shares of AstraZeneca worth $272K as of Q1 2026.
Lyell Wealth Management sold 3 AstraZeneca shares in Q1 2026, an estimated $578.
AstraZeneca made up 0.02% of Lyell Wealth Management's portfolio in Q1 2026, its #190 holding.
Lyell Wealth Management first reported a position in AstraZeneca in Q2 2021 and has held it in 8 quarters since.
Lyell Wealth Management's AstraZeneca position peaked at $324K in Q1 2022.
1,379 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2026.

Based on Lyell Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.