Position in AZN
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,746,265
-$890,865 QoQ
Shares Held
14,483
-21.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#474
of 1,459 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 58%
Shared 42%
None 0%
Common Shares in AZN Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Marks Group Wealth Management, Inc holds $11,856,271 across 9 Drug Manufacturers - General names. AZN ranks #2 (23.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GSK |
GSK plc
|
54,996 | $2,882,890 | |
| 2 | AZN |
Astrazeneca PLC
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|
14,483 | $2,746,265 | |
| 3 | AMGN |
Amgen Inc
|
6,591 | $2,386,732 | |
| 4 | LLY |
ELI LILLY & Co
|
1,445 | $1,733,176 | |
| 5 | JNJ |
Johnson & Johnson
|
3,532 | $897,021 | |
| 6 | ABBV |
AbbVie Inc.
|
1,501 | $377,710 | |
| 7 | MRK |
Merck & Co., Inc.
|
2,546 | $327,161 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
2,201 | $278,073 |
All Filings in AZN
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,746,265 | 14,483 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $3,637,130 | 18,442 | Shares | Sole | 2026-05-05 | |
| No filing history on record for this holder in this stock. | ||||||