AZN β€” ASTRAZENECA PLC

Ownership history in MB, LEVIS & ASSOCIATES, LLC  Β·  4 quarters on record

AI Ownership Summary

MB, LEVIS & ASSOCIATES, LLC reported ASTRAZENECA PLC (AZN) in 4 quarterly 13F filings from 2025 Q1 through 2025 Q4. Peak portfolio weight reached 0.06% in 2025 Q4. The latest visible filing shows AZN at 0.06% 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 AZN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MB, LEVIS & ASSOCIATES, LLC'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
2025 Q4

AZN was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% in 2025 Q4

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

Time in book
Holding Window
2025 Q1 to 2025 Q4

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 MB, LEVIS & ASSOCIATES, LLC held AZN β€” position size vs. price
% of Fund (quarterly)    AZN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 1,490 β€” 0% 0.06% $137K 2026-01-14 $190.69
2025 Q3 ADDED 1,490 +9 +0.6% 0.05% $114K 2025-10-15 $167.91
2025 Q2 UNCHANGED 1,481 β€” 0% 0.05% $103K 2025-07-29 $145.42
2025 Q1 INITIATED 1,481 β€” β€” 0.05% $109K 2025-05-07 $137.74

FAQ About MB, LEVIS & ASSOCIATES, LLC and AZN

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

How long has MB, LEVIS & ASSOCIATES, LLC reported owning AZN?

MB, LEVIS & ASSOCIATES, LLC reported AZN across 4 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported AZN position in MB, LEVIS & ASSOCIATES, LLC's portfolio?

The largest reported portfolio weight for AZN was 0.06% in 2025 Q4.

What is the latest reported AZN position on this page?

The most recent filing on this page is 2025 Q4, when MB, LEVIS & ASSOCIATES, LLC reported 1,490 shares, equal to 0.06% of portfolio, with an estimated market value of $137K.

What does the chart on this AZN ownership page compare?

The chart compares MB, LEVIS & ASSOCIATES, LLC's quarterly AZN 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.

← Back to MB, LEVIS & ASSOCIATES, LLC Holdings