Position in AZN
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,337,958
+$98,431 QoQ
Shares Held
7,056
+12.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.94%
of 13F equity value
Holder Rank
#595
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, 2026RETIREMENT GUYS FORMULA LLC holds $17,180,779 across 7 Drug Manufacturers - General names. AZN ranks #6 (7.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
16,934 | $4,300,727 | |
| 2 | LLY |
ELI LILLY & Co
|
3,529 | $4,232,788 | |
| 3 | GILD |
Gilead Sciences, Inc.
|
23,848 | $3,012,956 | |
| 4 | MRK |
Merck & Co., Inc.
|
19,784 | $2,542,244 | |
| 5 | NVS |
Novartis AG
|
9,489 | $1,487,116 | |
| 6 | AZN |
Astrazeneca PLC
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|
7,056 | $1,337,958 | |
| 7 | ABBV |
AbbVie Inc.
|
1,061 | $266,990 |
All Filings in AZN
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,337,958 | 7,056 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,239,527 | 6,285 | Shares | Sole | 2026-04-22 | |
| No filing history on record for this holder in this stock. | ||||||