SWP Investment Management’s AstraZeneca AZN Stock Holding History

SWP Investment 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 Q2	$3.05M	Buy	16,095 +600	+4%	+$113K	2.11%	24
2026 Q1	$3.06M	Buy	15,495 +299	+2%	+$57.7K	2.28%	15
2025 Q4	$2.79M	Buy	15,196 +898	+6%	+$157K	2.03%	25
2025 Q3	$2.19M	Buy	14,298 +1,270	+10%	+$192K	2.16%	18
2025 Q2	$1.82M	Buy	13,028 +116	+0.9%	+$16.3K	2.15%	22
2025 Q1	$1.9M	Buy	+12,912	New	+$1.87M	2.37%	9

Other funds holding AZN

Evelyn Partners London $46.9B AUM

Investor AB Stockholm, Sweden $14.4B AUM 4.07% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SWP Investment Management's AZN Position: Q2 2026 in Review

SWP Investment Management increased its AstraZeneca (AZN) stake by 3.9% in Q2 2026, buying an estimated $113K and bringing the position to 16,095 shares worth $3.05M. The position accounts for 2.11% of the portfolio, ranked #24.

SWP Investment Management first reported a position in AZN in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.06M in Q1 2026. 1,495 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

SWP Investment Management held 16,095 shares of AstraZeneca worth $3.05M as of Q2 2026.
SWP Investment Management bought 600 AstraZeneca shares in Q2 2026, an estimated $113K.
AstraZeneca made up 2.11% of SWP Investment Management's portfolio in Q2 2026, its #24 holding.
SWP Investment Management first reported a position in AstraZeneca in Q1 2025 and has held it in 6 quarters since.
SWP Investment Management's AstraZeneca position peaked at $3.06M in Q1 2026.
1,495 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on SWP Investment Management's 13F filing for Q2 2026, filed 2 Jul 2026.