Advisory Research’s AutoZone AZO Stock Holding History

Advisory Research’s Portfolio AZO Stock Details AZO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.23M	Sell	363 -19	-5%	-$68.2K	0.15%	101
2025 Q4	$1.3M	Sell	382 -138	-27%	-$521K	0.16%	94
2025 Q3	$2.23M	Sell	520 -70	-12%	-$281K	0.29%	75
2025 Q2	$2.19M	Sell	590 -8	-1%	-$29.5K	0.34%	66
2025 Q1	$2.28M	Sell	598 -34	-5%	-$117K	0.4%	58
2024 Q4	$2.02M	Buy	632 +12	+2%	+$38K	0.34%	61
2024 Q3	$1.95M	Sell	620 -40	-6%	-$123K	0.35%	68
2024 Q2	$1.96M	Sell	660 -10	-1%	-$29.3K	0.37%	63
2024 Q1	$2.11M	Hold	670	–	–	0.42%	56
2023 Q4	$1.73M	Sell	670 -76	-10%	-$197K	0.27%	98
2023 Q3	$1.89M	Buy	746 +87	+13%	+$218K	0.26%	108
2023 Q2	$1.64M	Sell	659 -31	-4%	-$79.1K	0.21%	138
2023 Q1	$1.7M	Buy	690 +79	+13%	+$193K	0.28%	91
2022 Q4	$1.51M	Sell	611 -78	-11%	-$189K	0.14%	112
2022 Q3	$1.48M	Sell	689 -4	-0.6%	-$8.71K	0.14%	116
2022 Q2	$1.49M	Sell	693 -97	-12%	-$199K	0.15%	110
2022 Q1	$1.61M	Sell	790 -171	-18%	-$334K	0.13%	125
2021 Q4	$2.02M	Sell	961 -92	-9%	-$171K	0.16%	114
2021 Q3	$1.79M	Sell	1,053 -177	-14%	-$284K	0.11%	137
2021 Q2	$1.84M	Sell	1,230 -121	-9%	-$175K	0.12%	145
2021 Q1	$1.9M	Sell	1,351 -1	-0.1%	-$1.24K	0.13%	130
2020 Q4	$1.6M	Buy	1,352 +528	+64%	+$611K	0.12%	142
2020 Q3	$970K	Buy	824 +195	+31%	+$230K	0.09%	180
2020 Q2	$710K	Buy	+629	New	+$663K	0.06%	204
2014 Q2	–	Sell	-128	Closed	-$69K	–	357
2014 Q1	$69K	Buy	+128	New	+$66.4K	﹤0.01%	545

Other funds holding AZO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Advisory Research's AZO Position: Q1 2026 in Review

Advisory Research reduced its AutoZone (AZO) stake by 5% in Q1 2026, selling an estimated $68.2K and leaving 363 shares worth $1.23M. The position accounts for 0.15% of the portfolio, ranked #101.

Advisory Research first reported a position in AZO in Q1 2014 and has held it in 25 quarters since. The position peaked at $2.28M in Q1 2025. 1,291 funds tracked by Wall St. Rank hold AZO as of Q1 2026.

Advisory Research held 363 shares of AutoZone worth $1.23M as of Q1 2026.
Advisory Research sold 19 AutoZone shares in Q1 2026, an estimated $68.2K.
AutoZone made up 0.15% of Advisory Research's portfolio in Q1 2026, its #101 holding.
Advisory Research first reported a position in AutoZone in Q1 2014 and has held it in 25 quarters since.
Advisory Research's AutoZone position peaked at $2.28M in Q1 2025.
1,291 funds tracked by Wall St. Rank held AutoZone as of Q1 2026.

Based on Advisory Research's 13F filing for Q1 2026, filed 14 May 2026.