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
2022 Q2	–	Sell	-600	Closed	-$80K	–	949
2022 Q1	$80K	Sell	600 -1,000	-63%	-$120K	0.01%	546
2021 Q4	$186K	Buy	+1,600	New	+$188K	0.01%	609
2021 Q3	–	Sell	-84	Closed	-$1.01M	–	689
2021 Q2	$1.01M	Sell	84 -1	-1%	-$110	0.08%	252
2021 Q1	$845K	Buy	+85	New	+$8.54K	0.09%	229
2019 Q2	–	Sell	-61	Closed	-$493K	–	322
2019 Q1	$493K	Sell	61 -1	-2%	-$79	0.09%	116
2018 Q4	$471K	Buy	+62	New	+$4.84K	0.04%	204
2018 Q3	–	Sell	-32	Closed	-$225K	–	198
2018 Q2	$225K	Buy	+32	New	+$2.3K	0.03%	197
2015 Q2	–	Sell	-27	Closed	-$19K	–	461
2015 Q1	$19K	Buy	+27	New	+$1.88K	0.01%	248
2014 Q3	–	Sell	-12	Closed	-$1K	–	701
2014 Q2	$1K	Hold	12	–	–	﹤0.01%	518
2014 Q1	$2K	Buy	+12	New	+$775	﹤0.01%	346

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 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.