Position in AZN
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$392,323
-$18,486 QoQ
Shares Held
2,069
-0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#943
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, 2026Cypress Wealth Services, LLC holds $11,046,783 across 9 Drug Manufacturers - General names. AZN ranks #8 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
2,396 | $2,873,834 | |
| 2 | JNJ |
Johnson & Johnson
|
10,579 | $2,686,748 | |
| 3 | MRK |
Merck & Co., Inc.
|
13,738 | $1,765,333 | |
| 4 | ABBV |
AbbVie Inc.
|
4,720 | $1,187,740 | |
| 5 | AMGN |
Amgen Inc
|
2,114 | $765,521 | |
| 6 | GSK |
GSK plc
|
11,650 | $610,693 | |
| 7 | PFE |
Pfizer Inc
|
19,074 | $459,301 | |
| 8 | AZN |
Astrazeneca PLC
This page
|
2,069 | $392,323 |
All Filings in AZN
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $392,323 | 2,069 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $410,809 | 2,083 | Shares | Sole | 2026-04-15 | |
| No filing history on record for this holder in this stock. | ||||||