Position in AZN
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$8,077,432
+$108,758 QoQ
Shares Held
42,598
+5.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.98%
of 13F equity value
Holder Rank
#325
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, 2026WealthPlan Investment Management, LLC holds $62,244,544 across 10 Drug Manufacturers - General names. AZN ranks #4 (13.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
55,333 | $14,052,921 | |
| 2 | LLY |
ELI LILLY & Co
|
10,779 | $12,928,656 | |
| 3 | ABBV |
AbbVie Inc.
|
47,636 | $11,987,122 | |
| 4 | AZN |
Astrazeneca PLC
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|
42,598 | $8,077,432 | |
| 5 | AMGN |
Amgen Inc
|
13,358 | $4,837,198 | |
| 6 | MRK |
Merck & Co., Inc.
|
33,167 | $4,261,959 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
18,742 | $2,367,864 | |
| 8 | PFE |
Pfizer Inc
|
66,572 | $1,603,053 |
All Filings in AZN
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,077,432 | 42,598 | Shares | Other | 2026-07-28 | |
| 2026-03-31 | $7,968,674 | 40,405 | Shares | Sole | 2026-04-29 | |
| No filing history on record for this holder in this stock. | ||||||