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Summit Securities Group’s AstraZeneca AZN Stock Holding History

Summit Securities Group’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
2024
Q4 		– Sell
-3,250
Closed -$506K – 636
2024
Q3 		$506K Buy
+3,250
New +$525K 0.13% 96
2015
Q4 		– Sell
-26
Closed -$20K – 285
2015
Q3 		$20K Buy
+26
New +$1.71K 0.01% 211

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

Summit Securities Group's AZN Position: Q1 2026 in Review

Summit Securities Group increased its AstraZeneca (AZN) stake by 24% in Q1 2026, buying an estimated $20.2K and bringing the position to 550 shares worth $108K. The position accounts for 0.01% of the portfolio, ranked #280.

Summit Securities Group first reported a position in AZN in Q2 2013 and has held it in 40 quarters since. The position peaked at $5.76M in Q1 2023. 1,377 funds tracked by Wall St. Rank hold AZN as of Q1 2026.

  • Summit Securities Group held 550 shares of AstraZeneca worth $108K as of Q1 2026.
  • Summit Securities Group bought 105 AstraZeneca shares in Q1 2026, an estimated $20.2K.
  • AstraZeneca made up 0.01% of Summit Securities Group's portfolio in Q1 2026, its #280 holding.
  • Summit Securities Group first reported a position in AstraZeneca in Q2 2013 and has held it in 40 quarters since.
  • Summit Securities Group's AstraZeneca position peaked at $5.76M in Q1 2023.
  • 1,377 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.