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

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.