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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
Q2 		$665K Buy
3,506
+388
+12% +$73K 0.01% 334
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

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

Williams Jones Wealth Management's AZN Position: Q2 2026 in Review

Williams Jones Wealth Management increased its AstraZeneca (AZN) stake by 12% in Q2 2026, buying an estimated $73K and bringing the position to 3,506 shares worth $665K. The position accounts for 0.01% of the portfolio, ranked #334.

Williams Jones Wealth Management first reported a position in AZN in Q1 2022 and has held it in 18 quarters since. 1,505 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • Williams Jones Wealth Management held 3,506 shares of AstraZeneca worth $665K as of Q2 2026.
  • Williams Jones Wealth Management bought 388 AstraZeneca shares in Q2 2026, an estimated $73K.
  • AstraZeneca made up 0.01% of Williams Jones Wealth Management's portfolio in Q2 2026, its #334 holding.
  • Williams Jones Wealth Management first reported a position in AstraZeneca in Q1 2022 and has held it in 18 quarters since.
  • 1,505 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.