Stifel Financial’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
$135M Buy
684,404
+39,976
+6% +$7.71M 0.12% 187
2025
Q4
$118M Buy
644,428
+56,046
+10% +$9.83M 0.11% 193
2025
Q3
$90.3M Buy
588,382
+14,455
+3% +$2.19M 0.08% 242
2025
Q2
$80.2M Sell
573,927
-25,343
-4% -$3.55M 0.08% 256
2025
Q1
$88.1M Sell
599,270
-25,446
-4% -$3.68M 0.09% 228
2024
Q4
$81.9M Sell
624,716
-49,736
-7% -$6.96M 0.09% 229
2024
Q3
$105M Buy
674,452
+41,743
+7% +$6.74M 0.11% 190
2024
Q2
$98.7M Buy
632,709
+69,353
+12% +$10.4M 0.11% 183
2024
Q1
$76.3M Sell
563,356
-75,794
-12% -$10M 0.09% 229
2023
Q4
$86.1M Sell
639,150
-39,044
-6% -$5.08M 0.11% 192
2023
Q3
$91.9M Buy
678,194
+5,371
+0.8% +$734K 0.13% 181
2023
Q2
$96.3M Sell
672,823
-10,381
-2% -$1.53M 0.13% 172
2023
Q1
$94.8M Buy
683,204
+86,706
+15% +$11.7M 0.14% 165
2022
Q4
$80.9M Buy
596,498
+15,038
+3% +$1.89M 0.12% 185
2022
Q3
$63.8M Buy
581,460
+115,054
+25% +$14.6M 0.1% 202
2022
Q2
$61.6M Buy
466,406
+289,236
+163% +$38M 0.1% 217
2022
Q1
$23.5M Sell
177,170
-1,845
-1% -$221K 0.03% 458
2021
Q4
$20.9M Buy
179,015
+1,801
+1% +$212K 0.03% 494
2021
Q3
$21.3M Buy
177,214
+20,565
+13% +$2.39M 0.03% 460
2021
Q2
$18.8M Buy
156,649
+5,572
+4% +$611K 0.03% 486
2021
Q1
$15M Sell
151,077
-20,321
-12% -$2.04M 0.02% 518
2020
Q4
$17.1M Sell
171,398
-273,431
-61% -$29M 0.03% 438
2020
Q3
$48.8M Buy
444,829
+5,398
+1% +$600K 0.1% 197
2020
Q2
$46.5M Buy
439,431
+243,352
+124% +$25.1M 0.11% 191
2020
Q1
$17.5M Buy
196,079
+1,851
+1% +$174K 0.05% 312
2019
Q4
$19.4M Buy
194,228
+45,595
+31% +$4.29M 0.04% 369
2019
Q3
$13.2M Sell
148,633
-17,720
-11% -$1.54M 0.03% 455
2019
Q2
$13.7M Buy
166,353
+49,697
+43% +$3.9M 0.04% 456
2019
Q1
$9.43M Sell
116,656
-64,611
-36% -$5.09M 0.03% 558
2018
Q4
$13.8M Sell
181,267
-11,517
-6% -$899K 0.04% 380
2018
Q3
$15.3M Sell
192,784
-18,261
-9% -$1.38M 0.04% 375
2018
Q2
$14.8M Sell
211,045
-21,777
-9% -$1.57M 0.05% 396
2018
Q1
$16.3M Buy
232,822
+6,612
+3% +$458K 0.05% 366
2017
Q4
$15.7M Buy
226,210
+23,300
+11% +$1.57M 0.05% 370
2017
Q3
$13.8M Buy
202,910
+14,681
+8% +$927K 0.05% 388
2017
Q2
$12.8M Buy
188,229
+8,005
+4% +$523K 0.05% 393
2017
Q1
$11.2M Buy
180,224
+62,547
+53% +$3.64M 0.04% 418
2016
Q4
$6.42M Sell
117,677
-37,876
-24% -$2.15M 0.03% 569
2016
Q3
$10.3M Buy
155,553
+65,861
+73% +$4.31M 0.05% 370
2016
Q2
$5.42M Buy
89,692
+6,301
+8% +$366K 0.03% 571
2016
Q1
$4.7M Buy
83,391
+3,727
+5% +$224K 0.03% 561
2015
Q4
$5.41M Buy
79,664
+11,551
+17% +$757K 0.03% 530
2015
Q3
$4.33M Sell
68,113
-107,550
-61% -$7.08M 0.02% 571
2015
Q2
$7.14M Buy
175,663
+75,067
+75% +$5.14M 0.04% 448
2015
Q1
$6.88M Sell
100,596
-18,628
-16% -$1.29M 0.04% 507
2014
Q4
$8.39M Buy
119,224
+2,454
+2% +$176K 0.05% 446
2014
Q3
$8.34M Buy
116,770
+23,628
+25% +$1.73M 0.07% 321
2014
Q2
$6.92M Sell
93,142
-25,961
-22% -$1.88M 0.06% 372
2014
Q1
$7.73M Buy
+119,103
New +$7.69M 0.07% 327

Other funds holding AZN

Stifel Financial's AZN Position: Q1 2026 in Review

Stifel Financial increased its AstraZeneca (AZN) stake by 6.2% in Q1 2026, buying an estimated $7.71M and bringing the position to 684,404 shares worth $135M. The position accounts for 0.12% of the portfolio, ranked #187.

Stifel Financial first reported a position in AZN in Q1 2014 and has held it in 49 quarters since. 1,377 funds tracked by Wall St. Rank hold AZN as of Q1 2026.

  • Stifel Financial held 684,404 shares of AstraZeneca worth $135M as of Q1 2026.
  • Stifel Financial bought 39,976 AstraZeneca shares in Q1 2026, an estimated $7.71M.
  • AstraZeneca made up 0.12% of Stifel Financial's portfolio in Q1 2026, its #187 holding.
  • Stifel Financial first reported a position in AstraZeneca in Q1 2014 and has held it in 49 quarters since.
  • 1,377 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.