Position in AZN
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,062,820
-$43,781 QoQ
Shares Held
5,605
-0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.97%
of 13F equity value
Holder Rank
#659
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, 2026Phillips Wealth Planners LLC holds $7,995,152 across 9 Drug Manufacturers - General names. AZN ranks #3 (13.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
7,574 | $1,905,921 | |
| 2 | JNJ |
Johnson & Johnson
|
5,636 | $1,431,374 | |
| 3 | AZN |
Astrazeneca PLC
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|
5,605 | $1,062,820 | |
| 4 | AMGN |
Amgen Inc
|
2,870 | $1,039,284 | |
| 5 | MRK |
Merck & Co., Inc.
|
6,685 | $859,022 | |
| 6 | LLY |
ELI LILLY & Co
|
554 | $664,484 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
3,450 | $435,873 | |
| 8 | SNY |
Sanofi
|
7,555 | $322,296 |
All Filings in AZN
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,062,820 | 5,605 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,106,601 | 5,611 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||