Position in AZN
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$473,481
-$18,977 QoQ
Shares Held
2,497
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#865
of 1,459 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, 2026JFS WEALTH ADVISORS, LLC holds $17,102,053 across 16 Drug Manufacturers - General names. AZN ranks #7 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
30,534 | $7,754,719 | |
| 2 | ABBV |
AbbVie Inc.
|
10,506 | $2,643,729 | |
| 3 | MRK |
Merck & Co., Inc.
|
18,599 | $2,389,971 | |
| 4 | LLY |
ELI LILLY & Co
|
901 | $1,080,686 | |
| 5 | PFE |
Pfizer Inc
|
40,840 | $983,427 | |
| 6 | NVS |
Novartis AG
|
4,893 | $766,830 | |
| 7 | AZN |
Astrazeneca PLC
This page
|
2,497 | $473,481 | |
| 8 | AMGN |
Amgen Inc
|
1,004 | $363,568 |
All Filings in AZN
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $473,481 | 2,497 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $492,458 | 2,497 | Shares | Sole | 2026-04-21 | |
| No filing history on record for this holder in this stock. | ||||||