WIM
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Westside Investment Management’s AstraZeneca AZN Stock Holding History

Westside 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 		$148K Hold
779
– – 0.02% 353
2026
Q1 		$156K Sell
779
-51
-6% -$9.83K 0.02% 328
2025
Q4 		$152K Buy
830
+200
+32% +$35.1K 0.02% 316
2025
Q3 		$104K Buy
630
+227
+56% +$34.4K 0.02% 395
2025
Q2 		$57K Buy
403
+228
+130% +$32K 0.01% 438
2025
Q1 		$25.7K Hold
175
– – 0.01% 517
2024
Q4 		$22.9K Buy
175
+25
+17% +$3.5K ﹤0.01% 537
2024
Q3 		$23.4K Hold
150
– – 0.01% 544
2024
Q2 		$23.4K Hold
150
– – 0.01% 516
2024
Q1 		$20.3K Hold
150
– – ﹤0.01% 516
2023
Q4 		$20.2K Hold
150
– – 0.01% 497
2023
Q3 		$20.3K Sell
150
-149
-50% -$20.4K 0.01% 483
2023
Q2 		$42.7K Hold
299
– – 0.01% 375
2023
Q1 		$41.4K Hold
299
– – 0.01% 379
2022
Q4 		$40 Hold
299
– – ﹤0.01% 436
2022
Q3 		$32 Sell
299
-50
-14% -$6.34K ﹤0.01% 451
2022
Q2 		$46 Sell
349
-50
-13% -$6.56K ﹤0.01% 411
2022
Q1 		$52 Sell
399
-201
-34% -$24.1K ﹤0.01% 412
2021
Q4 		$69 Sell
600
-2,942
-83% -$346K ﹤0.01% 379
2021
Q3 		$425 Buy
3,542
+749
+27% +$87.2K ﹤0.01% 279
2021
Q2 		$334 Buy
2,793
+275
+11% +$30.2K ﹤0.01% 279
2021
Q1 		$250 Buy
2,518
+1,818
+260% +$183K ﹤0.01% 282
2020
Q4 		$30K Buy
700
+150
+27% +$15.9K 0.08% 117
2020
Q3 		$32.9K Buy
550
+300
+120% +$33.4K 0.02% 107
2020
Q2 		$26 Buy
+250
New +$25.8K ﹤0.01% 374

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

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

Westside Investment Management held its AstraZeneca (AZN) position steady in Q2 2026 at 779 shares worth $148K. The position accounts for 0.02% of the portfolio, ranked #353.

Westside Investment Management first reported a position in AZN in Q2 2020 and has held it in 25 quarters since. The position peaked at $156K in Q1 2026. 1,495 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • Westside Investment Management held 779 shares of AstraZeneca worth $148K as of Q2 2026.
  • Westside Investment Management left its AstraZeneca share count unchanged in Q2 2026.
  • AstraZeneca made up 0.02% of Westside Investment Management's portfolio in Q2 2026, its #353 holding.
  • Westside Investment Management first reported a position in AstraZeneca in Q2 2020 and has held it in 25 quarters since.
  • Westside Investment Management's AstraZeneca position peaked at $156K in Q1 2026.
  • 1,495 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.