Pinnacle Wealth Planning Services’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 | $1.93M | Sell |
9,781
-876
| -8% | -$169K | 0.2% | 59 |
|
|
2025
Q4 | $1.96M | Buy |
10,657
+278
| +3% | +$48.8K | 0.2% | 60 |
|
|
2025
Q3 | $1.59M | Buy |
10,379
+1,168
| +13% | +$177K | 0.19% | 64 |
|
|
2025
Q2 | $1.29M | Sell |
9,211
-1,059
| -10% | -$148K | 0.17% | 78 |
|
|
2025
Q1 | $1.51M | Buy |
10,270
+524
| +5% | +$75.8K | 0.23% | 55 |
|
|
2024
Q4 | $1.28M | Sell |
9,746
-130
| -1% | -$18.2K | 0.19% | 62 |
|
|
2024
Q3 | $1.54M | Sell |
9,876
-50
| -0.5% | -$8.07K | 0.21% | 64 |
|
|
2024
Q2 | $1.55M | Buy |
9,926
+452
| +5% | +$68K | 0.22% | 61 |
|
|
2024
Q1 | $1.28M | Buy |
9,474
+47
| +0.5% | +$6.22K | 0.19% | 80 |
|
|
2023
Q4 | $1.27M | Sell |
9,427
-18
| -0.2% | -$2.34K | 0.2% | 78 |
|
|
2023
Q3 | $1.28M | Buy |
9,445
+584
| +7% | +$79.8K | 0.21% | 70 |
|
|
2023
Q2 | $1.27M | Sell |
8,861
-708
| -7% | -$104K | 0.2% | 71 |
|
|
2023
Q1 | $1.33M | Hold |
9,569
| – | – | 0.22% | 68 |
|
|
2022
Q4 | $1.3M | Buy |
9,569
+419
| +5% | +$52.5K | 0.23% | 66 |
|
|
2022
Q3 | $1M | Buy |
9,150
+964
| +12% | +$122K | 0.19% | 79 |
|
|
2022
Q2 | $1.08M | Buy |
8,186
+46
| +0.6% | +$6.04K | 0.19% | 78 |
|
|
2022
Q1 | $1.08M | Buy |
8,140
+176
| +2% | +$21.1K | 0.2% | 85 |
|
|
2021
Q4 | $928K | Buy |
7,964
+26
| +0.3% | +$3.06K | 0.18% | 84 |
|
|
2021
Q3 | $953K | Buy |
7,938
+2,331
| +42% | +$271K | 0.21% | 78 |
|
|
2021
Q2 | $671K | Buy |
5,607
+1,204
| +27% | +$132K | 0.16% | 104 |
|
|
2021
Q1 | $438K | Buy |
4,403
+1,218
| +38% | +$122K | 0.11% | 144 |
|
|
2020
Q4 | $318K | Buy |
3,185
+191
| +6% | +$20.2K | 0.08% | 185 |
|
|
2020
Q3 | $328K | Sell |
2,994
-1,116
| -27% | -$124K | 0.11% | 149 |
|
|
2020
Q2 | $435K | Sell |
4,110
-671
| -14% | -$69.3K | 0.14% | 120 |
|
|
2020
Q1 | $426K | Buy |
4,781
+636
| +15% | +$59.9K | 0.2% | 98 |
|
|
2019
Q4 | $413K | Sell |
4,145
-84
| -2% | -$7.91K | 0.19% | 111 |
|
|
2019
Q3 | $376K | Buy |
4,229
+375
| +10% | +$32.5K | 0.2% | 95 |
|
|
2019
Q2 | $319K | Buy |
3,854
+771
| +25% | +$60.5K | 0.19% | 103 |
|
|
2019
Q1 | $249K | Sell |
3,083
-473
| -13% | -$37.3K | 0.17% | 119 |
|
|
2018
Q4 | $270K | Sell |
3,556
-4,706
| -57% | -$367K | 0.17% | 104 |
|
|
2018
Q3 | $654K | Buy |
8,262
+161
| +2% | +$12.2K | 0.6% | 48 |
|
|
2018
Q2 | $568K | Sell |
8,101
-65
| -0.8% | -$4.68K | 0.55% | 57 |
|
|
2018
Q1 | $572K | Buy |
8,166
+6,705
| +459% | +$464K | 0.59% | 52 |
|
|
2017
Q4 | $101K | Buy |
+1,461
| New | +$98.5K | 0.21% | 88 |
|
Other funds holding AZN
IA
VCM
VAM
Pinnacle Wealth Planning Services's AZN Position: Q1 2026 in Review
Pinnacle Wealth Planning Services reduced its AstraZeneca (AZN) stake by 8.2% in Q1 2026, selling an estimated $169K and leaving 9,781 shares worth $1.93M. The position accounts for 0.2% of the portfolio, ranked #59.
Pinnacle Wealth Planning Services first reported a position in AZN in Q4 2017 and has held it in 34 quarters since. The position peaked at $1.96M in Q4 2025. 1,377 funds tracked by Wall St. Rank hold AZN as of Q1 2026.
- Pinnacle Wealth Planning Services held 9,781 shares of AstraZeneca worth $1.93M as of Q1 2026.
- Pinnacle Wealth Planning Services sold 876 AstraZeneca shares in Q1 2026, an estimated $169K.
- AstraZeneca made up 0.2% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #59 holding.
- Pinnacle Wealth Planning Services first reported a position in AstraZeneca in Q4 2017 and has held it in 34 quarters since.
- Pinnacle Wealth Planning Services's AstraZeneca position peaked at $1.96M in Q4 2025.
- 1,377 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2026.
Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.