AT
AZO icon

Avalon Trust’s AutoZone AZO Stock Holding History

Avalon Trust’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 		$18.3M Sell
5,739
-298
-5% -$990K 1.13% 26
2026
Q1 		$20.4M Buy
6,037
+25
+0.4% +$89.7K 1.4% 23
2025
Q4 		$20.4M Buy
6,012
+45
+0.8% +$170K 1.32% 19
2025
Q3 		$25.6M Sell
5,967
-15
-0.3% -$60.2K 1.66% 15
2025
Q2 		$22.2M Buy
+5,982
New +$22M 1.62% 16

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 $3.37T AUM 44.26% 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

Avalon Trust's AZO Position: Q2 2026 in Review

Avalon Trust reduced its AutoZone (AZO) stake by 4.9% in Q2 2026, selling an estimated $990K and leaving 5,739 shares worth $18.3M. The position accounts for 1.13% of the portfolio, ranked #26.

Avalon Trust first reported a position in AZO in Q2 2025 and has held it in 5 quarters since. The position peaked at $25.6M in Q3 2025. 1,266 funds tracked by Wall St. Rank hold AZO as of Q2 2026.

  • Avalon Trust held 5,739 shares of AutoZone worth $18.3M as of Q2 2026.
  • Avalon Trust sold 298 AutoZone shares in Q2 2026, an estimated $990K.
  • AutoZone made up 1.13% of Avalon Trust's portfolio in Q2 2026, its #26 holding.
  • Avalon Trust first reported a position in AutoZone in Q2 2025 and has held it in 5 quarters since.
  • Avalon Trust's AutoZone position peaked at $25.6M in Q3 2025.
  • 1,266 funds tracked by Wall St. Rank held AutoZone as of Q2 2026.

Based on Avalon Trust's 13F filing for Q2 2026, filed 6 Aug 2026.