Marathon Capital Management’s AstraZeneca AZN Stock Holding History

Marathon Capital 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	$12.9M	Sell	65,175 -13,699	-17%	-$2.64M	2.89%	4
2025 Q4	$14.5M	Sell	78,874 -1,604	-2%	-$281K	3.12%	4
2025 Q3	$12.3M	Sell	80,478 -1,225	-1%	-$185K	2.83%	4
2025 Q2	$11.4M	Sell	81,703 -1,456	-2%	-$204K	2.91%	3
2025 Q1	$12.2M	Sell	83,159 -886	-1%	-$128K	3.26%	3
2024 Q4	$11M	Buy	84,045 +2,540	+3%	+$356K	2.75%	4
2024 Q3	$12.7M	Buy	81,505 +569	+0.7%	+$91.8K	3.08%	3
2024 Q2	$12.6M	Sell	80,936 -108	-0.1%	-$16.3K	3.22%	2
2024 Q1	$11M	Buy	81,044 +33,449	+70%	+$4.43M	2.62%	2
2023 Q4	$6.41M	Buy	+47,595	New	+$6.19M	1.61%	13

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

Marathon Capital Management's AZN Position: Q1 2026 in Review

Marathon Capital Management reduced its AstraZeneca (AZN) stake by 17% in Q1 2026, selling an estimated $2.64M and leaving 65,175 shares worth $12.9M. The position accounts for 2.89% of the portfolio, ranked #4.

Marathon Capital Management first reported a position in AZN in Q4 2023 and has held it in 10 quarters since. The position peaked at $14.5M in Q4 2025. 1,377 funds tracked by Wall St. Rank hold AZN as of Q1 2026.

Marathon Capital Management held 65,175 shares of AstraZeneca worth $12.9M as of Q1 2026.
Marathon Capital Management sold 13,699 AstraZeneca shares in Q1 2026, an estimated $2.64M.
AstraZeneca made up 2.89% of Marathon Capital Management's portfolio in Q1 2026, its #4 holding.
Marathon Capital Management first reported a position in AstraZeneca in Q4 2023 and has held it in 10 quarters since.
Marathon Capital Management's AstraZeneca position peaked at $14.5M in Q4 2025.
1,377 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2026.

Based on Marathon Capital Management's 13F filing for Q1 2026, filed 14 May 2026.