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SFMG Wealth Advisors’s AstraZeneca AZN Stock Holding History

SFMG Wealth Advisors’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 		$279K Sell
1,414
-76
-5% -$14.7K 0.02% 257
2025
Q4 		$274K Buy
1,490
+94
+7% +$16.5K 0.02% 254
2025
Q3 		$214K Sell
1,396
-104
-7% -$15.7K 0.01% 273
2025
Q2 		$210K Sell
1,500
-42
-3% -$5.89K 0.02% 252
2025
Q1 		$227K Buy
+1,542
New +$223K 0.02% 243
2024
Q4 		– Sell
-1,458
Closed -$227K – 275
2024
Q3 		$227K Buy
1,458
+50
+4% +$8.07K 0.02% 230
2024
Q2 		$220K Sell
1,408
-495
-26% -$74.5K 0.02% 232
2024
Q1 		$258K Buy
1,903
+25
+1% +$3.31K 0.02% 217
2023
Q4 		$253K Sell
1,878
-9
-0.5% -$1.17K 0.02% 212
2023
Q3 		$256K Buy
1,887
+12
+0.6% +$1.64K 0.03% 195
2023
Q2 		$268K Sell
1,875
-281
-13% -$41.3K 0.03% 189
2023
Q1 		$299K Buy
2,156
+90
+4% +$12.1K 0.03% 179
2022
Q4 		$280K Sell
2,066
-88
-4% -$11K 0.03% 187
2022
Q3 		$237K Buy
2,154
+72
+3% +$9.13K 0.03% 197
2022
Q2 		$275K Hold
2,082
– – 0.03% 189
2022
Q1 		$276K Sell
2,082
-153
-7% -$18.3K 0.03% 214
2021
Q4 		$260K Sell
2,235
-938
-30% -$110K 0.03% 223
2021
Q3 		$381K Buy
3,173
+677
+27% +$78.8K 0.04% 170
2021
Q2 		$299K Hold
2,496
– – 0.03% 196
2021
Q1 		$248K Sell
2,496
-319
-11% -$32.1K 0.03% 206
2020
Q4 		$281K Buy
2,815
+278
+11% +$29.4K 0.04% 172
2020
Q3 		$278K Buy
2,537
+599
+31% +$66.6K 0.04% 142
2020
Q2 		$205K Buy
+1,938
New +$200K 0.03% 150

Other funds holding AZN

IA
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
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VAM
Vanguard Asset Management London, Ec4n 8af $117B AUM

SFMG Wealth Advisors's AZN Position: Q1 2026 in Review

SFMG Wealth Advisors reduced its AstraZeneca (AZN) stake by 5.1% in Q1 2026, selling an estimated $14.7K and leaving 1,414 shares worth $279K. The position accounts for 0.02% of the portfolio, ranked #257.

SFMG Wealth Advisors first reported a position in AZN in Q2 2020 and has held it in 23 quarters since. The position peaked at $381K in Q3 2021. 1,377 funds tracked by Wall St. Rank hold AZN as of Q1 2026.

  • SFMG Wealth Advisors held 1,414 shares of AstraZeneca worth $279K as of Q1 2026.
  • SFMG Wealth Advisors sold 76 AstraZeneca shares in Q1 2026, an estimated $14.7K.
  • AstraZeneca made up 0.02% of SFMG Wealth Advisors's portfolio in Q1 2026, its #257 holding.
  • SFMG Wealth Advisors first reported a position in AstraZeneca in Q2 2020 and has held it in 23 quarters since.
  • SFMG Wealth Advisors's AstraZeneca position peaked at $381K in Q3 2021.
  • 1,377 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2026.

Based on SFMG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.