Synergy Investment Management, LLC
Position in AZN — Astrazeneca PLC
CIK 2053786
ALTAMONTE SPRINGS, FL
Position in AZN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$24,838
New position
Shares Held
131
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,330
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, 2026Synergy Investment Management, LLC holds $2,952,504 across 14 Drug Manufacturers - General names. AZN ranks #8 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
1,390 | $1,667,207 | |
| 2 | JNJ |
Johnson & Johnson
|
2,600 | $660,321 | |
| 3 | ABBV |
AbbVie Inc.
|
949 | $238,805 | |
| 4 | MRK |
Merck & Co., Inc.
|
738 | $94,832 | |
| 5 | AMGN |
Amgen Inc
|
206 | $74,595 | |
| 6 | GILD |
Gilead Sciences, Inc.
|
583 | $73,655 | |
| 7 | PFE |
Pfizer Inc
|
2,409 | $58,007 | |
| 8 | AZN |
Astrazeneca PLC
This page
|
131 | $24,838 |
All Filings in AZN
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,838 | 131 | Shares | Other | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||