New England Research & Management, Inc. AZNCF β€” ASTRAZENECA PLC

Ownership history in New England Research & Management, Inc.  Β·  2 quarters on record

AI Ownership Summary

New England Research & Management, Inc. reported ASTRAZENECA PLC (AZNCF) in 2 quarterly 13F filings from 2026 Q1 through 2026 Q2. Peak portfolio weight reached 1.17% in 2026 Q2. The latest visible filing shows AZNCF at 1.17% 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 New England Research & Management, 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 Q2

AZNCF was reported at 1.17% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.17% 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 Q1 to 2026 Q2

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 New England Research & Management, Inc. held AZNCF β€” position size vs. price
% of Fund (quarterly)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED β€” β€” β€” 15,893 +12,595 +381.9% 1.17% $3.0M 2026-07-09 β€”
2026 Q1 INITIATED β€” β€” β€” 3,298 β€” β€” 0.27% $650K 2026-05-07 β€”

FAQ About New England Research & Management, 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 New England Research & Management, Inc. reported owning AZNCF?

New England Research & Management, Inc. reported AZNCF across 2 quarterly 13F filings, from 2026 Q1 through 2026 Q2.

What was the largest reported AZNCF position in New England Research & Management, Inc.'s portfolio?

The largest reported portfolio weight for AZNCF was 1.17% in 2026 Q2.

What is the latest reported AZNCF position on this page?

The most recent filing on this page is 2026 Q2, when New England Research & Management, Inc. reported 15,893 shares, equal to 1.17% of portfolio, with an estimated market value of $3.0M.

What does the chart on this AZNCF ownership page compare?

The chart compares New England Research & Management, 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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