Pines Wealth Management’s AstraZeneca AZN Stock Holding History

Pines Wealth 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 Q1	$493K	Sell	2,500 -417	-14%	-$80.4K	0.16%	130
2025 Q4	$536K	Buy	2,917 +98	+3%	+$17.2K	0.17%	124
2025 Q3	$433K	Sell	2,819 -315	-10%	-$47.7K	0.15%	141
2025 Q2	$435K	Buy	3,134 +196	+7%	+$27.5K	0.15%	138
2025 Q1	$381K	Buy	2,938 +115	+4%	+$16.6K	0.18%	129
2024 Q4	$378K	Buy	+2,823	New	+$395K	0.16%	137

Other funds holding AZN

Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VAM

Vanguard Asset Management London, Ec4n 8af $117B AUM

Pines Wealth Management's AZN Position: Q1 2026 in Review

Pines Wealth Management reduced its AstraZeneca (AZN) stake by 14% in Q1 2026, selling an estimated $80.4K and leaving 2,500 shares worth $493K. The position accounts for 0.16% of the portfolio, ranked #130.

Pines Wealth Management first reported a position in AZN in Q4 2024 and has held it in 6 quarters since. The position peaked at $536K in Q4 2025. 1,377 funds tracked by Wall St. Rank hold AZN as of Q1 2026.

Pines Wealth Management held 2,500 shares of AstraZeneca worth $493K as of Q1 2026.
Pines Wealth Management sold 417 AstraZeneca shares in Q1 2026, an estimated $80.4K.
AstraZeneca made up 0.16% of Pines Wealth Management's portfolio in Q1 2026, its #130 holding.
Pines Wealth Management first reported a position in AstraZeneca in Q4 2024 and has held it in 6 quarters since.
Pines Wealth Management's AstraZeneca position peaked at $536K in Q4 2025.
1,377 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2026.

Based on Pines Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.