Monetary Management Group’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $542K | Sell |
2,750
-375
| -12% | -$72.3K | 0.13% | 139 |
|
|
2025
Q4 | $575K | Buy |
3,125
+375
| +14% | +$65.8K | 0.13% | 131 |
|
|
2025
Q3 | $422K | Hold |
2,750
| – | – | 0.1% | 159 |
|
|
2025
Q2 | $384K | Hold |
2,750
| – | – | 0.09% | 160 |
|
|
2025
Q1 | $404K | Hold |
2,750
| – | – | 0.11% | 151 |
|
|
2024
Q4 | $360K | Sell |
2,750
-1,000
| -27% | -$140K | 0.09% | 158 |
|
|
2024
Q3 | $584K | Buy |
3,750
+1,000
| +36% | +$161K | 0.15% | 130 |
|
|
2024
Q2 | $429K | Hold |
2,750
| – | – | 0.11% | 149 |
|
|
2024
Q1 | $373K | Hold |
2,750
| – | – | 0.1% | 158 |
|
|
2023
Q4 | $370K | Hold |
2,750
| – | – | 0.12% | 148 |
|
|
2023
Q3 | $372K | Hold |
2,750
| – | – | 0.12% | 146 |
|
|
2023
Q2 | $394K | Hold |
2,750
| – | – | 0.12% | 147 |
|
|
2023
Q1 | $382K | Hold |
2,750
| – | – | 0.11% | 148 |
|
|
2022
Q4 | $373K | Hold |
2,750
| – | – | 0.12% | 147 |
|
|
2022
Q3 | $302K | Hold |
2,750
| – | – | 0.1% | 157 |
|
|
2022
Q2 | $363K | Hold |
2,750
| – | – | 0.11% | 141 |
|
|
2022
Q1 | $365K | Hold |
2,750
| – | – | 0.1% | 149 |
|
|
2021
Q4 | $320K | Hold |
2,750
| – | – | 0.08% | 161 |
|
|
2021
Q3 | $330K | Hold |
2,750
| – | – | 0.09% | 158 |
|
|
2021
Q2 | $329K | Hold |
2,750
| – | – | 0.1% | 150 |
|
|
2021
Q1 | $273K | Buy |
2,750
+1,000
| +57% | +$101K | 0.09% | 153 |
|
|
2020
Q4 | $175K | Hold |
1,750
| – | – | 0.06% | 171 |
|
|
2020
Q3 | $192K | Hold |
1,750
| – | – | 0.07% | 160 |
|
|
2020
Q2 | $185K | Hold |
1,750
| – | – | 0.07% | 149 |
|
|
2020
Q1 | $156K | Sell |
1,750
-250
| -13% | -$23.5K | 0.07% | 148 |
|
|
2019
Q4 | $199K | Hold |
2,000
| – | – | 0.07% | 158 |
|
|
2019
Q3 | $178K | Hold |
2,000
| – | – | 0.07% | 171 |
|
|
2019
Q2 | $165K | Hold |
2,000
| – | – | 0.06% | 168 |
|
|
2019
Q1 | $162K | Hold |
2,000
| – | – | 0.06% | 170 |
|
|
2018
Q4 | $152K | Hold |
2,000
| – | – | 0.07% | 160 |
|
|
2018
Q3 | $158K | Hold |
2,000
| – | – | 0.06% | 168 |
|
|
2018
Q2 | $140K | Sell |
2,000
-750
| -27% | -$54K | 0.06% | 174 |
|
|
2018
Q1 | $192K | Hold |
2,750
| – | – | 0.08% | 145 |
|
|
2017
Q4 | $191K | Hold |
2,750
| – | – | 0.08% | 155 |
|
|
2017
Q3 | $186K | Hold |
2,750
| – | – | 0.08% | 154 |
|
|
2017
Q2 | $187K | Sell |
2,750
-500
| -15% | -$32.7K | 0.08% | 158 |
|
|
2017
Q1 | $202K | Sell |
3,250
-125
| -4% | -$7.28K | 0.09% | 150 |
|
|
2016
Q4 | $184K | Sell |
3,375
-400
| -11% | -$22.7K | 0.09% | 146 |
|
|
2016
Q3 | $248K | Hold |
3,775
| – | – | 0.11% | 132 |
|
|
2016
Q2 | $228K | Sell |
3,775
-600
| -14% | -$34.9K | 0.11% | 135 |
|
|
2016
Q1 | $246K | Sell |
4,375
-750
| -15% | -$45.1K | 0.12% | 128 |
|
|
2015
Q4 | $348K | Hold |
5,125
| – | – | 0.17% | 109 |
|
|
2015
Q3 | $326K | Sell |
5,125
-500
| -9% | -$32.9K | 0.16% | 116 |
|
|
2015
Q2 | $358K | Sell |
5,625
-1,000
| -15% | -$68.5K | 0.16% | 117 |
|
|
2015
Q1 | $453K | Sell |
6,625
-750
| -10% | -$52.1K | 0.2% | 99 |
|
|
2014
Q4 | $519K | Sell |
7,375
-4,100
| -36% | -$294K | 0.23% | 97 |
|
|
2014
Q3 | $820K | Buy |
11,475
+4,250
| +59% | +$311K | 0.38% | 80 |
|
|
2014
Q2 | $537K | Buy |
7,225
+5,625
| +352% | +$407K | 0.25% | 96 |
|
|
2014
Q1 | $104K | Sell |
1,600
-150
| -9% | -$9.69K | 0.05% | 182 |
|
|
2013
Q4 | $104K | Buy |
+1,750
| New | +$95.1K | 0.05% | 193 |
|
Other funds holding AZN
IA
VCM
VAM
Monetary Management Group's AZN Position: Q1 2026 in Review
Monetary Management Group reduced its AstraZeneca (AZN) stake by 12% in Q1 2026, selling an estimated $72.3K and leaving 2,750 shares worth $542K. The position accounts for 0.13% of the portfolio, ranked #139.
Monetary Management Group first reported a position in AZN in Q4 2013 and has held it in 50 quarters since. The position peaked at $820K in Q3 2014. 1,377 funds tracked by Wall St. Rank hold AZN as of Q1 2026.
- Monetary Management Group held 2,750 shares of AstraZeneca worth $542K as of Q1 2026.
- Monetary Management Group sold 375 AstraZeneca shares in Q1 2026, an estimated $72.3K.
- AstraZeneca made up 0.13% of Monetary Management Group's portfolio in Q1 2026, its #139 holding.
- Monetary Management Group first reported a position in AstraZeneca in Q4 2013 and has held it in 50 quarters since.
- Monetary Management Group's AstraZeneca position peaked at $820K in Q3 2014.
- 1,377 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2026.
Based on Monetary Management Group's 13F filing for Q1 2026, filed 13 May 2026.