New England Research & Management’s AstraZeneca AZN Stock Holding History

New England Research & 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	$3.01M	Buy	15,893 +12,595	+382%	+$2.37M	1.17%	24
2026 Q1	$650K	Sell	3,298 -51	-2%	-$9.83K	0.27%	94
2025 Q4	$616K	Hold	3,349	–	–	0.27%	91
2025 Q3	$514K	Sell	3,349 -4,626	-58%	-$700K	0.24%	108
2025 Q2	$1.11M	Hold	7,975	–	–	0.53%	66
2025 Q1	$1.17M	Buy	7,975 +4,900	+159%	+$709K	0.6%	57
2024 Q4	$403K	Hold	3,075	–	–	0.21%	114
2024 Q3	$479K	Hold	3,075	–	–	0.22%	112
2024 Q2	$480K	Sell	3,075 -100	-3%	-$15K	0.23%	127
2024 Q1	$430K	Hold	3,175	–	–	0.21%	122
2023 Q4	$428K	Sell	3,175 -150	-5%	-$19.5K	0.23%	117
2023 Q3	$450K	Hold	3,325	–	–	0.26%	110
2023 Q2	$476K	Hold	3,325	–	–	0.28%	94
2023 Q1	$462K	Sell	3,325 -100	-3%	-$13.5K	0.27%	108
2022 Q4	$464K	Hold	3,425	–	–	0.27%	110
2022 Q3	$376K	Hold	3,425	–	–	0.24%	117
2022 Q2	$453K	Sell	3,425 -2,350	-41%	-$308K	0.26%	111
2022 Q1	$766K	Sell	5,775 -2,138	-27%	-$256K	0.4%	82
2021 Q4	$922K	Sell	7,913 -2,050	-21%	-$241K	0.45%	72
2021 Q3	$1.2M	Buy	9,963 +1,888	+23%	+$220K	0.63%	55
2021 Q2	$967K	Sell	8,075 -2,600	-24%	-$285K	0.5%	72
2021 Q1	$1.06M	Sell	10,675 -63	-0.6%	-$6.33K	0.58%	63
2020 Q4	$1.07M	Buy	10,738 +7,863	+273%	+$833K	0.66%	54
2020 Q3	$315K	Sell	2,875 -79	-3%	-$8.79K	0.23%	106
2020 Q2	$312K	Hold	2,954	–	–	0.22%	121
2020 Q1	$264K	Hold	2,954	–	–	0.23%	114
2019 Q4	$295K	Hold	2,954	–	–	0.2%	132
2019 Q3	$263K	Hold	2,954	–	–	0.19%	136
2019 Q2	$244K	Hold	2,954	–	–	0.17%	147
2019 Q1	$239K	Hold	2,954	–	–	0.16%	148
2018 Q4	$224K	Sell	2,954 -50	-2%	-$3.9K	0.18%	142
2018 Q3	$238K	Hold	3,004	–	–	0.15%	141
2018 Q2	$211K	Hold	3,004	–	–	0.14%	156
2018 Q1	$210K	Sell	3,004 -700	-19%	-$48.5K	0.14%	150
2017 Q4	$257K	Sell	3,704 -4,700	-56%	-$317K	0.18%	128
2017 Q3	$569K	Buy	8,404 +4,829	+135%	+$305K	0.42%	88
2017 Q2	$244K	Sell	3,575 -4,958	-58%	-$324K	0.18%	137
2017 Q1	$531K	Sell	8,533 -1,000	-10%	-$58.2K	0.41%	81
2016 Q4	$521K	Buy	9,533 +6,420	+206%	+$365K	0.41%	81
2016 Q3	$205K	Sell	3,113 -9,762	-76%	-$638K	0.17%	156
2016 Q2	$777K	Buy	+12,875	New	+$748K	0.67%	44
2015 Q3	–	Sell	-3,300	Closed	-$210K	–	164
2015 Q2	$210K	Hold	3,300	–	–	0.17%	164
2015 Q1	$226K	Hold	3,300	–	–	0.19%	154
2014 Q4	$232K	Buy	3,300 +250	+8%	+$17.9K	0.2%	160
2014 Q3	$218K	Hold	3,050	–	–	0.19%	158
2014 Q2	$227K	Buy	+3,050	New	+$220K	0.2%	143

Other funds holding AZN

Evelyn Partners London $46.9B AUM

Investor AB Stockholm, Sweden $14.4B AUM 4.07% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

New England Research & Management's AZN Position: Q2 2026 in Review

New England Research & Management increased its AstraZeneca (AZN) stake by 382% in Q2 2026, buying an estimated $2.37M and bringing the position to 15,893 shares worth $3.01M. The position accounts for 1.17% of the portfolio, ranked #24.

New England Research & Management first reported a position in AZN in Q2 2014 and has held it in 46 quarters since. 1,495 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

New England Research & Management held 15,893 shares of AstraZeneca worth $3.01M as of Q2 2026.
New England Research & Management bought 12,595 AstraZeneca shares in Q2 2026, an estimated $2.37M.
AstraZeneca made up 1.17% of New England Research & Management's portfolio in Q2 2026, its #24 holding.
New England Research & Management first reported a position in AstraZeneca in Q2 2014 and has held it in 46 quarters since.
1,495 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on New England Research & Management's 13F filing for Q2 2026, filed 9 Jul 2026.