Position in AZN
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$763,410
-$324,061 QoQ
Shares Held
4,026
-27.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#734
of 1,459 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AZN Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026EPG Wealth Management LLC holds $13,175,595 across 8 Drug Manufacturers - General names. AZN ranks #5 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
4,768 | $5,718,882 | |
| 2 | AMGN |
Amgen Inc
|
7,115 | $2,576,483 | |
| 3 | JNJ |
Johnson & Johnson
|
7,745 | $1,966,997 | |
| 4 | BMY |
Bristol Myers Squibb Co
|
14,133 | $814,343 | |
| 5 | AZN |
Astrazeneca PLC
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|
4,026 | $763,410 | |
| 6 | ABBV |
AbbVie Inc.
|
2,458 | $618,531 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
4,023 | $508,265 | |
| 8 | MRK |
Merck & Co., Inc.
|
1,624 | $208,684 |
All Filings in AZN
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $763,410 | 4,026 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,087,471 | 5,514 | Shares | Sole | 2026-05-07 | |
| No filing history on record for this holder in this stock. | ||||||