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 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

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

Smith Salley Wealth Management's AZN Position: Q1 2026 in Review

Smith Salley Wealth Management increased its AstraZeneca (AZN) stake by 1.6% in Q1 2026, buying an estimated $215K and bringing the position to 68,919 shares worth $13.6M. The position accounts for 0.68% of the portfolio, ranked #44.

Smith Salley Wealth Management first reported a position in AZN in Q3 2023 and has held it in 11 quarters since. 1,377 funds tracked by Wall St. Rank hold AZN as of Q1 2026.

Smith Salley Wealth Management held 68,919 shares of AstraZeneca worth $13.6M as of Q1 2026.
Smith Salley Wealth Management bought 1,116 AstraZeneca shares in Q1 2026, an estimated $215K.
AstraZeneca made up 0.68% of Smith Salley Wealth Management's portfolio in Q1 2026, its #44 holding.
Smith Salley Wealth Management first reported a position in AstraZeneca in Q3 2023 and has held it in 11 quarters since.
1,377 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2026.

Based on Smith Salley Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.