Position in AZN
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,206,228
-$78,368 QoQ
Shares Held
11,635
+0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#509
of 1,459 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AZN Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Obermeyer Wealth Partners holds $14,931,348 across 9 Drug Manufacturers - General names. AZN ranks #3 (14.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
12,201 | $3,098,687 | |
| 2 | ABBV |
AbbVie Inc.
|
10,832 | $2,725,764 | |
| 3 | AZN |
Astrazeneca PLC
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|
11,635 | $2,206,228 | |
| 4 | LLY |
ELI LILLY & Co
|
1,757 | $2,107,398 | |
| 5 | AMGN |
Amgen Inc
|
3,986 | $1,443,410 | |
| 6 | PFE |
Pfizer Inc
|
49,336 | $1,188,010 | |
| 7 | MRK |
Merck & Co., Inc.
|
8,359 | $1,074,131 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
12,532 | $722,093 |
All Filings in AZN
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,206,228 | 11,635 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $2,284,596 | 11,584 | Shares | Sole | 2026-04-21 | |
| No filing history on record for this holder in this stock. | ||||||