WLIM
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White Lighthouse Investment Management’s AstraZeneca AZN Stock Holding History

White Lighthouse 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 		$2.8M Sell
14,790
-423
-3% -$79.6K 0.35% 43
2026
Q1 		$3M Buy
15,213
+26
+0.2% +$5.01K 0.42% 39
2025
Q4 		$2.79M Sell
15,187
-1,177
-7% -$206K 0.39% 42
2025
Q3 		$2.51M Hold
16,364
– – 0.38% 42
2025
Q2 		$2.29M Buy
+16,364
New +$2.29M 0.37% 42

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

White Lighthouse Investment Management's AZN Position: Q2 2026 in Review

White Lighthouse Investment Management reduced its AstraZeneca (AZN) stake by 2.8% in Q2 2026, selling an estimated $79.6K and leaving 14,790 shares worth $2.8M. The position accounts for 0.35% of the portfolio, ranked #43.

White Lighthouse Investment Management first reported a position in AZN in Q2 2025 and has held it in 5 quarters since. The position peaked at $3M in Q1 2026. 1,495 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • White Lighthouse Investment Management held 14,790 shares of AstraZeneca worth $2.8M as of Q2 2026.
  • White Lighthouse Investment Management sold 423 AstraZeneca shares in Q2 2026, an estimated $79.6K.
  • AstraZeneca made up 0.35% of White Lighthouse Investment Management's portfolio in Q2 2026, its #43 holding.
  • White Lighthouse Investment Management first reported a position in AstraZeneca in Q2 2025 and has held it in 5 quarters since.
  • White Lighthouse Investment Management's AstraZeneca position peaked at $3M in Q1 2026.
  • 1,495 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on White Lighthouse Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.