Position in AZN
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$224,510
New position
Shares Held
1,184
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,156
of 1,459 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Kapstone Financial Advisors LLC holds $8,529,634 across 7 Drug Manufacturers - General names. AZN ranks #7 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
15,264 | $3,841,032 | |
| 2 | JNJ |
Johnson & Johnson
|
8,363 | $2,123,951 | |
| 3 | MRK |
Merck & Co., Inc.
|
8,968 | $1,152,388 | |
| 4 | NVS |
Novartis AG
|
2,695 | $422,360 | |
| 5 | LLY |
ELI LILLY & Co
|
351 | $420,999 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
5,977 | $344,394 | |
| 7 | AZN |
Astrazeneca PLC
This page
|
1,184 | $224,510 |
All Filings in AZN
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $224,510 | 1,184 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||