Position in AZN
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$2,009,782
-$1,206,678 QoQ
Shares Held
10,599
-35.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
#529
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, 2026ALTFEST L J & CO INC holds $37,645,467 across 10 Drug Manufacturers - General names. AZN ranks #5 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
15,312 | $18,365,673 | |
| 2 | ABBV |
AbbVie Inc.
|
25,963 | $6,533,329 | |
| 3 | JNJ |
Johnson & Johnson
|
13,727 | $3,486,246 | |
| 4 | MRK |
Merck & Co., Inc.
|
18,355 | $2,358,617 | |
| 5 | AZN |
Astrazeneca PLC
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|
10,599 | $2,009,782 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
28,858 | $1,662,797 | |
| 7 | AMGN |
Amgen Inc
|
4,072 | $1,474,552 | |
| 8 | PFE |
Pfizer Inc
|
36,216 | $872,081 |
All Filings in AZN
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,009,782 | 10,599 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $3,216,460 | 16,309 | Shares | Sole | 2026-04-28 | |
| No filing history on record for this holder in this stock. | ||||||