Massachusetts Wealth Management’s AstraZeneca AZN Stock Holding History

Massachusetts 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	$276K	Hold	1,400	–	–	0.12%	91
2025 Q4	$257K	Hold	1,400	–	–	0.12%	91
2025 Q3	$215K	Buy	+1,400	New	+$212K	0.11%	94
2024 Q4	–	Sell	-1,450	Closed	-$226K	–	92
2024 Q3	$226K	Hold	1,450	–	–	0.14%	86
2024 Q2	$226K	Buy	+1,450	New	+$218K	0.15%	91
2023 Q3	–	Sell	-1,450	Closed	-$208K	–	86
2023 Q2	$208K	Hold	1,450	–	–	0.2%	81
2023 Q1	$201K	Buy	+1,450	New	+$195K	0.21%	79

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

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

Massachusetts Wealth Management held its AstraZeneca (AZN) position steady in Q1 2026 at 1,400 shares worth $276K. The position accounts for 0.12% of the portfolio, ranked #91.

Massachusetts Wealth Management first reported a position in AZN in Q1 2023 and has held it in 7 quarters since. 1,377 funds tracked by Wall St. Rank hold AZN as of Q1 2026.

Massachusetts Wealth Management held 1,400 shares of AstraZeneca worth $276K as of Q1 2026.
Massachusetts Wealth Management left its AstraZeneca share count unchanged in Q1 2026.
AstraZeneca made up 0.12% of Massachusetts Wealth Management's portfolio in Q1 2026, its #91 holding.
Massachusetts Wealth Management first reported a position in AstraZeneca in Q1 2023 and has held it in 7 quarters since.
1,377 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2026.

Based on Massachusetts Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.