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MTM Investment Management’s AstraZeneca AZN Stock Holding History

MTM Investment 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
Q2 		$80.4K Buy
+424
New +$79.7K 0.02% 294
2026
Q1 		– Sell
-425
Closed -$78K – 711
2025
Q4 		$78K Hold
425
– – 0.02% 289
2025
Q3 		$65.1K Hold
425
– – 0.02% 308
2025
Q2 		$59.3K Buy
+425
New +$59.6K 0.02% 314

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

MTM Investment Management's AZN Position: Q2 2026 in Review

MTM Investment Management opened a new position in AstraZeneca (AZN) in Q2 2026: 424 shares worth $80.4K. The stake represents 0.02% of the portfolio and ranks #294 among its holdings. This is a return to the name: MTM Investment Management previously reported a position in AZN as recently as Q4 2025.

MTM Investment Management first reported a position in AZN in Q2 2025 and has held it in 4 quarters since. 1,495 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • MTM Investment Management held 424 shares of AstraZeneca worth $80.4K as of Q2 2026.
  • AstraZeneca was a new MTM Investment Management position in Q2 2026.
  • AstraZeneca made up 0.02% of MTM Investment Management's portfolio in Q2 2026, its #294 holding.
  • MTM Investment Management first reported a position in AstraZeneca in Q2 2025 and has held it in 4 quarters since.
  • 1,495 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on MTM Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.