Widmann Financial Services’s AstraZeneca AZN Stock Holding History

Widmann Financial Services’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	$404K	Sell	2,132 -35	-2%	-$6.58K	0.22%	87
2026 Q1	$427K	Sell	2,167 -2	-0.1%	-$386	0.25%	76
2025 Q4	$399K	Sell	2,169 -7	-0.3%	-$1.23K	0.24%	77
2025 Q3	$334K	Hold	2,176	–	–	0.21%	85
2025 Q2	$304K	Buy	2,176 +258	+13%	+$36.2K	0.21%	87
2025 Q1	$282K	Buy	1,918 +75	+4%	+$10.9K	0.22%	82
2024 Q4	$242K	Buy	1,843 +37	+2%	+$5.18K	0.19%	87
2024 Q3	$281K	Buy	1,806 +200	+12%	+$32.3K	0.21%	84
2024 Q2	$250K	Buy	+1,606	New	+$242K	0.2%	84
2022 Q1	–	Sell	-672	Closed	-$78K	–	112
2021 Q4	$78K	Buy	+672	New	+$79.1K	0.06%	139

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

Widmann Financial Services's AZN Position: Q2 2026 in Review

Widmann Financial Services reduced its AstraZeneca (AZN) stake by 1.6% in Q2 2026, selling an estimated $6.58K and leaving 2,132 shares worth $404K. The position accounts for 0.22% of the portfolio, ranked #87.

Widmann Financial Services first reported a position in AZN in Q4 2021 and has held it in 10 quarters since. The position peaked at $427K in Q1 2026. 1,503 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

Widmann Financial Services held 2,132 shares of AstraZeneca worth $404K as of Q2 2026.
Widmann Financial Services sold 35 AstraZeneca shares in Q2 2026, an estimated $6.58K.
AstraZeneca made up 0.22% of Widmann Financial Services's portfolio in Q2 2026, its #87 holding.
Widmann Financial Services first reported a position in AstraZeneca in Q4 2021 and has held it in 10 quarters since.
Widmann Financial Services's AstraZeneca position peaked at $427K in Q1 2026.
1,503 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Widmann Financial Services's 13F filing for Q2 2026, filed 14 Aug 2026.