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Sunbelt Securities’s AstraZeneca AZN Stock Holding History

Sunbelt Securities’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 		$1.06M Sell
5,357
-137
-2% -$26.4K 0.07% 245
2025
Q4 		$1.01M Sell
5,494
-38
-0.7% -$6.67K 0.07% 245
2025
Q3 		$849K Sell
5,532
-281
-5% -$42.5K 0.06% 276
2025
Q2 		$762K Buy
5,813
+71
+1% +$9.95K 0.07% 253
2025
Q1 		$844K Sell
5,742
-71
-1% -$10.3K 0.08% 219
2024
Q4 		$762K Buy
5,813
+1,943
+50% +$272K 0.07% 254
2024
Q3 		$603K Buy
3,870
+18
+0.5% +$2.91K 0.06% 310
2024
Q2 		$601K Buy
3,852
+3,645
+1,761% +$548K 0.06% 292
2024
Q1 		$28K Sell
207
-26
-11% -$3.44K ﹤0.01% 1017
2023
Q4 		$31.3K Sell
233
-13
-5% -$1.69K ﹤0.01% 912
2023
Q3 		$33.3K Buy
246
+13
+6% +$1.78K ﹤0.01% 895
2023
Q2 		$33.3K Sell
233
-9
-4% -$1.32K ﹤0.01% 889
2023
Q1 		$33.4K Buy
+242
New +$32.6K 0.01% 826
2021
Q1 		– Sell
-2,551
Closed -$255K – 418
2020
Q4 		$255K Buy
+2,551
New +$270K 0.05% 328
2020
Q1 		– Sell
-2,043
Closed -$204K – 390
2019
Q4 		$204K Buy
+2,043
New +$192K 0.02% 537

Other funds holding AZN

IA
Investor AB Stockholm, Sweden $14.4B AUM 4.07% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Asset Management
Vanguard Asset Management London, Ec4n 8af $148B AUM

Sunbelt Securities's AZN Position: Q1 2026 in Review

Sunbelt Securities reduced its AstraZeneca (AZN) stake by 2.5% in Q1 2026, selling an estimated $26.4K and leaving 5,357 shares worth $1.06M. The position accounts for 0.07% of the portfolio, ranked #245.

Sunbelt Securities first reported a position in AZN in Q4 2019 and has held it in 15 quarters since. 1,383 funds tracked by Wall St. Rank hold AZN as of Q1 2026.

  • Sunbelt Securities held 5,357 shares of AstraZeneca worth $1.06M as of Q1 2026.
  • Sunbelt Securities sold 137 AstraZeneca shares in Q1 2026, an estimated $26.4K.
  • AstraZeneca made up 0.07% of Sunbelt Securities's portfolio in Q1 2026, its #245 holding.
  • Sunbelt Securities first reported a position in AstraZeneca in Q4 2019 and has held it in 15 quarters since.
  • 1,383 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.