Position in AZN
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$11,604,744
-$1,987,461 QoQ
Shares Held
61,200
-11.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#290
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, 2026Smith Salley Wealth Management holds $107,302,312 across 8 Drug Manufacturers - General names. AZN ranks #4 (10.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
159,074 | $40,029,381 | |
| 2 | LLY |
ELI LILLY & Co
|
23,731 | $28,463,675 | |
| 3 | JNJ |
Johnson & Johnson
|
63,130 | $16,033,126 | |
| 4 | AZN |
Astrazeneca PLC
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|
61,200 | $11,604,744 | |
| 5 | MRK |
Merck & Co., Inc.
|
45,198 | $5,807,943 | |
| 6 | AMGN |
Amgen Inc
|
11,307 | $4,094,490 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
11,437 | $658,999 | |
| 8 | NVS |
Novartis AG
|
3,892 | $609,954 |
All Filings in AZN
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,604,744 | 61,200 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $13,592,205 | 68,919 | Shares | Sole | 2026-04-16 | |
| No filing history on record for this holder in this stock. | ||||||