WJWM
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Williams Jones Wealth Management’s AstraZeneca AZN Stock Holding History

Williams Jones Wealth 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
Q1 		$615K Buy
3,118
+128
+4% +$24.7K 0.01% 324
2025
Q4 		$550K Sell
2,990
-26
-0.9% -$4.56K 0.01% 335
2025
Q3 		$463K Buy
3,016
+198
+7% +$30K 0.01% 357
2025
Q2 		$394K Sell
2,818
-188
-6% -$26.3K ﹤0.01% 380
2025
Q1 		$442K Buy
3,006
+42
+1% +$6.08K 0.01% 351
2024
Q4 		$388K Sell
2,964
-264
-8% -$37K ﹤0.01% 381
2024
Q3 		$503K Buy
3,228
+253
+9% +$40.8K 0.01% 357
2024
Q2 		$464K Buy
2,975
+64
+2% +$9.63K 0.01% 362
2024
Q1 		$394K Sell
2,911
-317
-10% -$42K 0.01% 391
2023
Q4 		$435K Hold
3,228
– – 0.01% 367
2023
Q3 		$437K Hold
3,228
– – 0.01% 359
2023
Q2 		$462K Sell
3,228
-14
-0.4% -$2.06K 0.01% 365
2023
Q1 		$450K Sell
3,242
-15
-0.5% -$2.02K 0.01% 386
2022
Q4 		$442K Sell
3,257
-708
-18% -$88.8K 0.01% 377
2022
Q3 		$435K Buy
3,965
+603
+18% +$76.5K 0.01% 373
2022
Q2 		$444K Buy
3,362
+1,059
+46% +$139K 0.01% 379
2022
Q1 		$305K Buy
+2,303
New +$276K ﹤0.01% 415

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

Williams Jones Wealth Management's AZN Position: Q1 2026 in Review

Williams Jones Wealth Management increased its AstraZeneca (AZN) stake by 4.3% in Q1 2026, buying an estimated $24.7K and bringing the position to 3,118 shares worth $615K. The position accounts for 0.01% of the portfolio, ranked #324.

Williams Jones Wealth Management first reported a position in AZN in Q1 2022 and has held it in 17 quarters since. 1,378 funds tracked by Wall St. Rank hold AZN as of Q1 2026.

  • Williams Jones Wealth Management held 3,118 shares of AstraZeneca worth $615K as of Q1 2026.
  • Williams Jones Wealth Management bought 128 AstraZeneca shares in Q1 2026, an estimated $24.7K.
  • AstraZeneca made up 0.01% of Williams Jones Wealth Management's portfolio in Q1 2026, its #324 holding.
  • Williams Jones Wealth Management first reported a position in AstraZeneca in Q1 2022 and has held it in 17 quarters since.
  • 1,378 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2026.

Based on Williams Jones Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.