WFS
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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
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

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

Widmann Financial Services's AZN Position: Q1 2026 in Review

Widmann Financial Services reduced its AstraZeneca (AZN) stake by 0.09% in Q1 2026, selling an estimated $386 and leaving 2,167 shares worth $427K. The position accounts for 0.25% of the portfolio, ranked #76.

Widmann Financial Services first reported a position in AZN in Q4 2021 and has held it in 9 quarters since. 1,377 funds tracked by Wall St. Rank hold AZN as of Q1 2026.

  • Widmann Financial Services held 2,167 shares of AstraZeneca worth $427K as of Q1 2026.
  • Widmann Financial Services sold 2 AstraZeneca shares in Q1 2026, an estimated $386.
  • AstraZeneca made up 0.25% of Widmann Financial Services's portfolio in Q1 2026, its #76 holding.
  • Widmann Financial Services first reported a position in AstraZeneca in Q4 2021 and has held it in 9 quarters since.
  • 1,377 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2026.

Based on Widmann Financial Services's 13F filing for Q1 2026, filed 15 May 2026.