Crumly & Associates Inc. AZNCF — ASTRAZENECA PLC

Ownership history in Crumly & Associates Inc.  ·  2 quarters on record

AI Ownership Summary

Crumly & Associates Inc. reported ASTRAZENECA PLC (AZNCF) in 2 quarterly 13F filings from 2026 Q2 through 2026 Q3. Peak portfolio weight reached 0.19% in 2026 Q2. The latest visible filing shows AZNCF at 0.16% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this AZNCF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Crumly & Associates Inc.'s position in ASTRAZENECA PLC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

AZNCF was reported at 0.16% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.19% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q2 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Crumly & Associates Inc. held AZNCF — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 2 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 5,713 +400 +7.5% 0.16% $922K 2026-10-07 $375.62
2026 Q2 INITIATED — — — 5,313 — — 0.19% $1.0M 2026-07-08 —

FAQ About Crumly & Associates Inc. and AZNCF

These are the practical questions this page is built to answer before you even open the full history table.

How long has Crumly & Associates Inc. reported owning AZNCF?

Crumly & Associates Inc. reported AZNCF across 2 quarterly 13F filings, from 2026 Q2 through 2026 Q3.

What was the largest reported AZNCF position in Crumly & Associates Inc.'s portfolio?

The largest reported portfolio weight for AZNCF was 0.19% in 2026 Q2.

What is the latest reported AZNCF position on this page?

The most recent filing on this page is 2026 Q3, when Crumly & Associates Inc. reported 5,713 shares, equal to 0.16% of portfolio, with an estimated market value of $922K.

What does the chart on this AZNCF ownership page compare?

The chart compares Crumly & Associates Inc.'s quarterly AZNCF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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