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Stockman Wealth Management’s AstraZeneca AZN Stock Holding History

Stockman 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 		$1.14M Buy
5,790
+151
+3% +$29.1K 0.13% 78
2025
Q4 		$1.04M Hold
5,639
– – 0.12% 78
2025
Q3 		$865K Hold
5,639
– – 0.11% 83
2025
Q2 		$788K Hold
5,639
– – 0.11% 82
2025
Q1 		$829K Sell
5,639
-206
-4% -$29.8K 0.12% 75
2024
Q4 		$766K Hold
5,845
– – 0.12% 80
2024
Q3 		$911K Sell
5,845
-19
-0.3% -$3.07K 0.14% 74
2024
Q2 		$915K Sell
5,864
-500
-8% -$75.2K 0.16% 70
2024
Q1 		$862K Buy
6,364
+64
+1% +$8.47K 0.15% 73
2023
Q4 		$849K Hold
6,300
– – 0.17% 71
2023
Q3 		$853K Hold
6,300
– – 0.19% 71
2023
Q2 		$902K Hold
6,300
– – 0.19% 68
2023
Q1 		$875K Hold
6,300
– – 0.2% 72
2022
Q4 		$854K Buy
6,300
+100
+2% +$12.5K 0.2% 76
2022
Q3 		$680K Hold
6,200
– – 0.18% 76
2022
Q2 		$819K Hold
6,200
– – 0.21% 70
2022
Q1 		$823K Hold
6,200
– – 0.17% 77
2021
Q4 		$722K Hold
6,200
– – 0.15% 89
2021
Q3 		$745K Sell
6,200
-10
-0.2% -$1.16K 0.17% 82
2021
Q2 		$744K Sell
6,210
-1,215
-16% -$133K 0.18% 82
2021
Q1 		$738K Buy
7,425
+25
+0.3% +$2.51K 0.21% 76
2020
Q4 		$740K Buy
7,400
+1,200
+19% +$127K 0.23% 75
2020
Q3 		$680K Hold
6,200
– – 0.25% 70
2020
Q2 		$656K Sell
6,200
-354
-5% -$36.6K 0.25% 75
2020
Q1 		$585K Hold
6,554
– – 0.26% 69
2019
Q4 		$654K Sell
6,554
-87
-1% -$8.19K 0.23% 78
2019
Q3 		$592K Sell
6,641
-118
-2% -$10.2K 0.23% 80
2019
Q2 		$558K Sell
6,759
-412
-6% -$32.3K 0.23% 81
2019
Q1 		$580K Sell
7,171
-49,395
-87% -$3.89M 0.25% 72
2018
Q4 		$4.3M Sell
56,566
-744
-1% -$58.1K 2.05% 14
2018
Q3 		$4.54M Sell
57,310
-921
-2% -$69.7K 1.96% 17
2018
Q2 		$4.09M Buy
58,231
+7
+0% +$504 1.87% 20
2018
Q1 		$4.07M Buy
58,224
+1,439
+3% +$99.7K 1.86% 15
2017
Q4 		$3.94M Buy
56,785
+953
+2% +$64.3K 1.77% 20
2017
Q3 		$3.78M Buy
55,832
+39,197
+236% +$2.48M 1.81% 21
2017
Q2 		$1.13M Sell
16,635
-32,237
-66% -$2.11M 1.13% 32
2017
Q1 		$3.04M Buy
48,872
+4,125
+9% +$240K 1.73% 21
2016
Q4 		$2.44M Buy
44,747
+8,660
+24% +$492K 1.49% 23
2016
Q3 		$2.37M Buy
36,087
+2,153
+6% +$141K 1.47% 24
2016
Q2 		$2.05M Buy
33,934
+2,584
+8% +$150K 1.6% 32
2016
Q1 		$1.77M Buy
31,350
+3,190
+11% +$192K 1.4% 34
2015
Q4 		$1.91M Buy
28,160
+3,545
+14% +$232K 1.55% 30
2015
Q3 		$1.57M Buy
24,615
+680
+3% +$44.7K 1.35% 31
2015
Q2 		$1.52M Buy
23,935
+1,460
+6% +$100K 1.3% 38
2015
Q1 		$1.54M Buy
22,475
+385
+2% +$26.8K 1.31% 35
2014
Q4 		$1.55M Buy
+22,090
New +$1.58M 1.33% 34

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

Stockman Wealth Management's AZN Position: Q1 2026 in Review

Stockman Wealth Management increased its AstraZeneca (AZN) stake by 2.7% in Q1 2026, buying an estimated $29.1K and bringing the position to 5,790 shares worth $1.14M. The position accounts for 0.13% of the portfolio, ranked #78.

Stockman Wealth Management first reported a position in AZN in Q4 2014 and has held it in 46 quarters since. The position peaked at $4.54M in Q3 2018. 1,381 funds tracked by Wall St. Rank hold AZN as of Q1 2026.

  • Stockman Wealth Management held 5,790 shares of AstraZeneca worth $1.14M as of Q1 2026.
  • Stockman Wealth Management bought 151 AstraZeneca shares in Q1 2026, an estimated $29.1K.
  • AstraZeneca made up 0.13% of Stockman Wealth Management's portfolio in Q1 2026, its #78 holding.
  • Stockman Wealth Management first reported a position in AstraZeneca in Q4 2014 and has held it in 46 quarters since.
  • Stockman Wealth Management's AstraZeneca position peaked at $4.54M in Q3 2018.
  • 1,381 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2026.

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