Position in AZN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$40,956,591
+$14,608,591 QoQ
Shares Held
215,993
+61.7% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#172
of 1,462 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AZN Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Capital Wealth Planning, LLC holds $1,476,062,154 across 7 Drug Manufacturers - General names. AZN ranks #4 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMGN |
Amgen Inc
|
2,033,759 | $736,464,808 | |
| 2 | MRK |
Merck & Co., Inc.
|
4,708,599 | $605,054,971 | |
| 3 | LLY |
ELI LILLY & Co
|
39,748 | $47,674,946 | |
| 4 | AZN |
Astrazeneca PLC
This page
|
215,993 | $40,956,591 | |
| 5 | NVS |
Novartis AG
|
151,974 | $23,817,364 | |
| 6 | ABBV |
AbbVie Inc.
|
82,790 | $20,833,275 | |
| 7 | JNJ |
Johnson & Johnson
|
4,962 | $1,260,199 |
All Filings in AZN
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $40,956,591 | 215,993 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $26,348,000 | 133,597 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||