Smith Salley Wealth Management’s AstraZeneca AZN Stock Holding History

Smith Salley 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 Q2	$11.6M	Sell	61,200 -7,719	-11%	-$1.45M	0.5%	54
2026 Q1	$13.6M	Buy	68,919 +1,116	+2%	+$215K	0.68%	44
2025 Q4	$12.5M	Sell	67,803 -311	-0.5%	-$54.5K	0.62%	44
2025 Q3	$10.5M	Buy	68,114 +60,288	+770%	+$9.12M	0.54%	47
2025 Q2	$1.09M	Sell	7,826 -572	-7%	-$80.2K	0.06%	142
2025 Q1	$1.23M	Buy	8,398 +311	+4%	+$45K	0.08%	130
2024 Q4	$1.06M	Buy	8,087 +8	+0.1%	+$1.12K	0.07%	141
2024 Q3	$1.26M	Buy	8,079 +81	+1%	+$13.1K	0.08%	126
2024 Q2	$1.25M	Buy	7,998 +84	+1%	+$12.6K	0.09%	123
2024 Q1	$1.07M	Sell	7,914 -3,565	-31%	-$472K	0.08%	124
2023 Q4	$1.55M	Sell	11,479 -209	-2%	-$27.2K	0.1%	120
2023 Q3	$1.58M	Buy	+11,688	New	+$1.6M	0.12%	111

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

Smith Salley Wealth Management's AZN Position: Q2 2026 in Review

Smith Salley Wealth Management reduced its AstraZeneca (AZN) stake by 11% in Q2 2026, selling an estimated $1.45M and leaving 61,200 shares worth $11.6M. The position accounts for 0.5% of the portfolio, ranked #54.

Smith Salley Wealth Management first reported a position in AZN in Q3 2023 and has held it in 12 quarters since. The position peaked at $13.6M in Q1 2026. 1,505 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

Smith Salley Wealth Management held 61,200 shares of AstraZeneca worth $11.6M as of Q2 2026.
Smith Salley Wealth Management sold 7,719 AstraZeneca shares in Q2 2026, an estimated $1.45M.
AstraZeneca made up 0.5% of Smith Salley Wealth Management's portfolio in Q2 2026, its #54 holding.
Smith Salley Wealth Management first reported a position in AstraZeneca in Q3 2023 and has held it in 12 quarters since.
Smith Salley Wealth Management's AstraZeneca position peaked at $13.6M in Q1 2026.
1,505 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Smith Salley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.