WWM
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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
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% 638
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

IA
Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VAM
Vanguard Asset Management London, Ec4n 8af $117B AUM

Western Wealth Management's AZN Position: Q1 2026 in Review

Western Wealth Management increased its AstraZeneca (AZN) stake by 0.14% in Q1 2026, buying an estimated $386 and bringing the position to 1,446 shares worth $21.2M. The position accounts for 0.81% of the portfolio, ranked #22.

Western Wealth Management first reported a position in AZN in Q4 2021 and has held it in 18 quarters since. 1,377 funds tracked by Wall St. Rank hold AZN as of Q1 2026.

  • Western Wealth Management held 1,446 shares of AstraZeneca worth $21.2M as of Q1 2026.
  • Western Wealth Management bought 2 AstraZeneca shares in Q1 2026, an estimated $386.
  • AstraZeneca made up 0.81% of Western Wealth Management's portfolio in Q1 2026, its #22 holding.
  • Western Wealth Management first reported a position in AstraZeneca in Q4 2021 and has held it in 18 quarters since.
  • 1,377 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.