Position in AZN
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$838,310
+$4,267 QoQ
Shares Held
4,421
+4.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#711
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, 2026FSM Wealth Advisors, LLC holds $11,677,047 across 10 Drug Manufacturers - General names. AZN ranks #6 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
11,630 | $2,953,671 | |
| 2 | LLY |
ELI LILLY & Co
|
2,078 | $2,492,415 | |
| 3 | MRK |
Merck & Co., Inc.
|
11,015 | $1,415,427 | |
| 4 | ABBV |
AbbVie Inc.
|
4,589 | $1,154,775 | |
| 5 | BMY |
Bristol Myers Squibb Co
|
14,570 | $839,523 | |
| 6 | AZN |
Astrazeneca PLC
This page
|
4,421 | $838,310 | |
| 7 | AMGN |
Amgen Inc
|
2,158 | $781,454 | |
| 8 | PFE |
Pfizer Inc
|
24,073 | $579,677 |
All Filings in AZN
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $838,310 | 4,421 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $834,043 | 4,229 | Shares | Sole | 2026-04-27 | |
| No filing history on record for this holder in this stock. | ||||||