Western Wealth Management’s AstraZeneca AZN Stock Holding History

Western Wealth 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	$275K	Buy	1,448 +2	+0.1%	+$376	0.01%	854
2026 Q1	$21.2M	Buy	1,446 +2	+0.1%	+$386	0.81%	22
2025 Q4	$265K	Buy	1,444 +36	+3%	+$6.31K	0.01%	699
2025 Q3	$216K	Sell	1,408 -141	-9%	-$21.3K	0.01%	711
2025 Q2	$216K	Buy	1,549 +106	+7%	+$14.9K	0.01%	668
2025 Q1	$212K	Sell	1,443 -122	-8%	-$17.7K	0.01%	636
2024 Q4	$205K	Sell	1,565 -178	-10%	-$24.9K	0.01%	726
2024 Q3	$272K	Buy	1,743 +35	+2%	+$5.65K	0.02%	632
2024 Q2	$266K	Sell	1,708 -47	-3%	-$7.07K	0.02%	534
2024 Q1	$238K	Buy	1,755 +30	+2%	+$3.97K	0.02%	577
2023 Q4	$232K	Buy	1,725 +15	+0.9%	+$1.95K	0.02%	620
2023 Q3	$232K	Buy	1,710 +14	+0.8%	+$1.91K	0.02%	571
2023 Q2	$243K	Sell	1,696 -18	-1%	-$2.65K	0.02%	560
2023 Q1	$238K	Buy	1,714 +119	+7%	+$16K	0.02%	562
2022 Q4	$216K	Sell	1,595 -3,502	-69%	-$439K	0.02%	552
2022 Q3	$559K	Buy	5,097 +1,218	+31%	+$155K	0.03%	444
2022 Q2	$512K	Sell	3,879 -199	-5%	-$26.1K	0.03%	469
2022 Q1	$541K	Buy	4,078 +1,161	+40%	+$139K	0.03%	507
2021 Q4	$340K	Buy	+2,917	New	+$343K	0.03%	429

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

Western Wealth Management's AZN Position: Q2 2026 in Review

Western Wealth Management increased its AstraZeneca (AZN) stake by 0.14% in Q2 2026, buying an estimated $376 and bringing the position to 1,448 shares worth $275K. The position accounts for 0.01% of the portfolio, ranked #854.

Western Wealth Management first reported a position in AZN in Q4 2021 and has held it in 19 quarters since. The position peaked at $21.2M in Q1 2026. 1,502 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

Western Wealth Management held 1,448 shares of AstraZeneca worth $275K as of Q2 2026.
Western Wealth Management bought 2 AstraZeneca shares in Q2 2026, an estimated $376.
AstraZeneca made up 0.01% of Western Wealth Management's portfolio in Q2 2026, its #854 holding.
Western Wealth Management first reported a position in AstraZeneca in Q4 2021 and has held it in 19 quarters since.
Western Wealth Management's AstraZeneca position peaked at $21.2M in Q1 2026.
1,502 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.