Wilkerson Advisory Group’s AstraZeneca AZN Stock Holding History

Wilkerson Advisory Group’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	$185K	Sell	974 -188	-16%	-$35.4K	0.06%	103
2026 Q1	$229K	Buy	+1,162	New	+$224K	0.08%	92

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

Wilkerson Advisory Group's AZN Position: Q2 2026 in Review

Wilkerson Advisory Group reduced its AstraZeneca (AZN) stake by 16% in Q2 2026, selling an estimated $35.4K and leaving 974 shares worth $185K. The position accounts for 0.06% of the portfolio, ranked #103.

Wilkerson Advisory Group first reported a position in AZN in Q1 2026 and has held it in 2 quarters since. The position peaked at $229K in Q1 2026. 1,495 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

Wilkerson Advisory Group held 974 shares of AstraZeneca worth $185K as of Q2 2026.
Wilkerson Advisory Group sold 188 AstraZeneca shares in Q2 2026, an estimated $35.4K.
AstraZeneca made up 0.06% of Wilkerson Advisory Group's portfolio in Q2 2026, its #103 holding.
Wilkerson Advisory Group first reported a position in AstraZeneca in Q1 2026 and has held it in 2 quarters since.
Wilkerson Advisory Group's AstraZeneca position peaked at $229K in Q1 2026.
1,495 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.