Position in AZN
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,924,074
-$4,934 QoQ
Shares Held
10,147
+3.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#541
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, 2026Pinnacle Wealth Planning Services, Inc. holds $20,087,289 across 16 Drug Manufacturers - General names. AZN ranks #4 (9.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
4,225 | $5,067,592 | |
| 2 | ABBV |
AbbVie Inc.
|
13,739 | $3,457,281 | |
| 3 | JNJ |
Johnson & Johnson
|
12,008 | $3,049,671 | |
| 4 | AZN |
Astrazeneca PLC
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|
10,147 | $1,924,074 | |
| 5 | MRK |
Merck & Co., Inc.
|
12,662 | $1,627,067 | |
| 6 | NVS |
Novartis AG
|
6,438 | $1,008,963 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
7,465 | $943,128 | |
| 8 | NVO |
Novo Nordisk A S
|
18,951 | $908,510 |
All Filings in AZN
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,924,074 | 10,147 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,929,008 | 9,781 | Shares | Sole | 2026-05-11 | |
| No filing history on record for this holder in this stock. | ||||||