WSC
AZN icon

Wellington Shields & Co’s AstraZeneca AZN Stock Holding History

Wellington Shields & Co’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 		– Sell
-1,000
Closed -$194K – 331
2026
Q1 		$194K Buy
+1,000
New +$193K 0.05% 243
2020
Q4 		– Sell
-3,750
Closed -$411K – 187
2020
Q3 		$411K Buy
+3,750
New +$417K 0.17% 104

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

Wellington Shields & Co's AZN Position: Q2 2026 in Review

Wellington Shields & Co sold out of AstraZeneca (AZN) in Q2 2026, closing a stake of 1,000 shares — an estimated $194K sold.

Wellington Shields & Co first reported a position in AZN in Q3 2020 and held it in 2 quarters. The position peaked at $411K in Q3 2020. 1,502 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • Wellington Shields & Co reported no remaining AstraZeneca position as of Q2 2026 after selling out during the quarter.
  • Wellington Shields & Co sold 1,000 AstraZeneca shares in Q2 2026, an estimated $194K.
  • Wellington Shields & Co first reported a position in AstraZeneca in Q3 2020 and held it in 2 quarters.
  • Wellington Shields & Co's AstraZeneca position peaked at $411K in Q3 2020.
  • 1,502 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Wellington Shields & Co's 13F filing for Q2 2026, filed 10 Aug 2026.