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Asset Planning Inc’s AutoZone AZO Stock Holding History

Asset Planning Inc’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
Q2 		$16K Hold
5
– – 0.01% 228
2026
Q1 		$16.9K Hold
5
– – 0.01% 212
2025
Q4 		$17K Hold
5
– – 0.01% 212
2025
Q3 		$21.5K Hold
5
– – 0.02% 202
2025
Q2 		$18.6K Hold
5
– – 0.01% 205
2025
Q1 		$19.1K Hold
5
– – 0.02% 211
2024
Q4 		$16K Buy
+5
New +$15.8K 0.01% 219

Other funds holding AZO

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Asset Planning Inc's AZO Position: Q2 2026 in Review

Asset Planning Inc held its AutoZone (AZO) position steady in Q2 2026 at 5 shares worth $16K. The position accounts for 0.01% of the portfolio, ranked #228.

Asset Planning Inc first reported a position in AZO in Q4 2024 and has held it in 7 quarters since. The position peaked at $21.5K in Q3 2025. 1,271 funds tracked by Wall St. Rank hold AZO as of Q2 2026.

  • Asset Planning Inc held 5 shares of AutoZone worth $16K as of Q2 2026.
  • Asset Planning Inc left its AutoZone share count unchanged in Q2 2026.
  • AutoZone made up 0.01% of Asset Planning Inc's portfolio in Q2 2026, its #228 holding.
  • Asset Planning Inc first reported a position in AutoZone in Q4 2024 and has held it in 7 quarters since.
  • Asset Planning Inc's AutoZone position peaked at $21.5K in Q3 2025.
  • 1,271 funds tracked by Wall St. Rank held AutoZone as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.