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McAdam LLC’s AstraZeneca AZN Stock Holding History

McAdam LLC’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 		$254K Sell
1,338
-19
-1% -$3.57K 0.01% 425
2026
Q1 		$268K Sell
1,357
-215
-14% -$41.5K 0.01% 363
2025
Q4 		$289K Sell
1,572
-12
-0.8% -$2.1K 0.01% 332
2025
Q3 		$243K Buy
+1,584
New +$240K 0.01% 352

Other funds holding AZN

EP
Evelyn Partners London $46.9B AUM
IA
Investor AB Stockholm, Sweden $14.4B AUM 4.07% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

McAdam LLC's AZN Position: Q2 2026 in Review

McAdam LLC reduced its AstraZeneca (AZN) stake by 1.4% in Q2 2026, selling an estimated $3.57K and leaving 1,338 shares worth $254K. The position accounts for 0.01% of the portfolio, ranked #425.

McAdam LLC first reported a position in AZN in Q3 2025 and has held it in 4 quarters since. The position peaked at $289K in Q4 2025. 1,495 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • McAdam LLC held 1,338 shares of AstraZeneca worth $254K as of Q2 2026.
  • McAdam LLC sold 19 AstraZeneca shares in Q2 2026, an estimated $3.57K.
  • AstraZeneca made up 0.01% of McAdam LLC's portfolio in Q2 2026, its #425 holding.
  • McAdam LLC first reported a position in AstraZeneca in Q3 2025 and has held it in 4 quarters since.
  • McAdam LLC's AstraZeneca position peaked at $289K in Q4 2025.
  • 1,495 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on McAdam LLC's 13F filing for Q2 2026, filed 4 Aug 2026.