Summit Financial’s AstraZeneca AZN Stock Holding History

Summit Financial’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	$3.69M	Buy	18,729 +13,490	+257%	+$2.6M	0.05%	395
2025 Q4	$963K	Buy	5,239 +949	+22%	+$166K	0.01%	682
2025 Q3	$658K	Sell	4,290 -99	-2%	-$15K	0.01%	787
2025 Q2	$613K	Sell	4,389 -56	-1%	-$7.85K	0.01%	528
2025 Q1	$653K	Sell	4,445 -376	-8%	-$54.4K	0.02%	448
2024 Q4	$632K	Sell	4,821 -99	-2%	-$13.9K	0.02%	407
2024 Q3	$767K	Buy	4,920 +2,112	+75%	+$341K	0.03%	304
2024 Q2	$438K	Buy	+2,808	New	+$423K	0.02%	351
2024 Q1	–	Sell	-1,539	Closed	-$207K	–	386
2023 Q4	$207K	Buy	+1,539	New	+$200K	0.01%	338
2023 Q2	–	Sell	-3,598	Closed	-$499K	–	322
2023 Q1	$499K	Buy	3,598 +2,018	+128%	+$272K	0.04%	171
2022 Q4	$214K	Buy	+1,580	New	+$198K	0.02%	232

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

Summit Financial's AZN Position: Q1 2026 in Review

Summit Financial increased its AstraZeneca (AZN) stake by 257% in Q1 2026, buying an estimated $2.6M and bringing the position to 18,729 shares worth $3.69M. The position accounts for 0.05% of the portfolio, ranked #395.

Summit Financial first reported a position in AZN in Q4 2022 and has held it in 11 quarters since. 1,379 funds tracked by Wall St. Rank hold AZN as of Q1 2026.

Summit Financial held 18,729 shares of AstraZeneca worth $3.69M as of Q1 2026.
Summit Financial bought 13,490 AstraZeneca shares in Q1 2026, an estimated $2.6M.
AstraZeneca made up 0.05% of Summit Financial's portfolio in Q1 2026, its #395 holding.
Summit Financial first reported a position in AstraZeneca in Q4 2022 and has held it in 11 quarters since.
1,379 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.