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WealthTrust Axiom’s AstraZeneca AZN Stock Holding History

WealthTrust Axiom’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 		$262K Hold
1,383
– – 0.06% 242
2026
Q1 		$273K Hold
1,383
– – 0.07% 222
2025
Q4 		$254K Hold
1,383
– – 0.07% 221
2025
Q3 		$212K Buy
+1,383
New +$209K 0.06% 240
2017
Q3 		– Sell
-2,941
Closed -$200K – 218
2017
Q2 		$200K Sell
2,941
-500
-15% -$32.7K 0.08% 202
2017
Q1 		$214K Buy
+3,441
New +$200K 0.08% 199
2016
Q4 		– Sell
-3,441
Closed -$226K – 229
2016
Q3 		$226K Sell
3,441
-125
-4% -$8.17K 0.08% 185
2016
Q2 		$215K Hold
3,566
– – 0.08% 184
2016
Q1 		$200K Hold
3,566
– – 0.08% 186
2015
Q4 		$242K Buy
3,566
+250
+8% +$16.4K 0.1% 164
2015
Q3 		$211K Sell
3,316
-450
-12% -$29.6K 0.09% 180
2015
Q2 		$239K Sell
3,766
-300
-7% -$20.5K 0.09% 177
2015
Q1 		$278K Sell
4,066
-95
-2% -$6.6K 0.1% 157
2014
Q4 		$292K Sell
4,161
-150
-3% -$10.7K 0.1% 155
2014
Q3 		$307K Hold
4,311
– – 0.11% 144
2014
Q2 		$320K Sell
4,311
-1,000
-19% -$72.3K 0.11% 138
2014
Q1 		$344K Sell
5,311
-499
-9% -$32.2K 0.12% 123
2013
Q4 		$344K Buy
5,810
+416
+8% +$22.6K 0.13% 112
2013
Q3 		$280K Sell
5,394
-800
-13% -$40.2K 0.12% 125
2013
Q2 		$292K Buy
+6,194
New +$315K 0.13% 122

Other funds holding AZN

EP
Evelyn Partners London $46.9B AUM
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

WealthTrust Axiom's AZN Position: Q2 2026 in Review

WealthTrust Axiom held its AstraZeneca (AZN) position steady in Q2 2026 at 1,383 shares worth $262K. The position accounts for 0.06% of the portfolio, ranked #242.

WealthTrust Axiom first reported a position in AZN in Q2 2013 and has held it in 20 quarters since. The position peaked at $344K in Q1 2014. 1,495 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • WealthTrust Axiom held 1,383 shares of AstraZeneca worth $262K as of Q2 2026.
  • WealthTrust Axiom left its AstraZeneca share count unchanged in Q2 2026.
  • AstraZeneca made up 0.06% of WealthTrust Axiom's portfolio in Q2 2026, its #242 holding.
  • WealthTrust Axiom first reported a position in AstraZeneca in Q2 2013 and has held it in 20 quarters since.
  • WealthTrust Axiom's AstraZeneca position peaked at $344K in Q1 2014.
  • 1,495 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on WealthTrust Axiom's 13F filing for Q2 2026, filed 11 Aug 2026.