Position in AZN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$534,159
-$754,870 QoQ
Shares Held
2,817
-56.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#838
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, 202644 WEALTH MANAGEMENT LLC holds $16,913,142 across 10 Drug Manufacturers - General names. AZN ranks #6 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
23,812 | $6,047,533 | |
| 2 | BMY |
Bristol Myers Squibb Co
|
65,070 | $3,749,333 | |
| 3 | MRK |
Merck & Co., Inc.
|
15,847 | $2,036,339 | |
| 4 | SNY |
Sanofi
|
43,343 | $1,849,012 | |
| 5 | LLY |
ELI LILLY & Co
|
858 | $1,029,111 | |
| 6 | AZN |
Astrazeneca PLC
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|
2,817 | $534,159 | |
| 7 | NVS |
Novartis AG
|
3,161 | $495,391 | |
| 8 | AMGN |
Amgen Inc
|
1,359 | $492,121 |
All Filings in AZN
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $534,159 | 2,817 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,289,029 | 6,536 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||