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Axxcess Wealth Management’s AutoZone AZO Stock Holding History

Axxcess Wealth Management’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 		– Sell
-125
Closed -$424K – 429
2025
Q4 		$424K Sell
125
-74
-37% -$280K 0.01% 745
2025
Q3 		$855K Sell
199
-48
-19% -$193K 0.02% 483
2025
Q2 		$917K Sell
247
-82
-25% -$302K 0.02% 447
2025
Q1 		$1.25M Buy
329
+44
+15% +$152K 0.03% 343
2024
Q4 		$913K Buy
285
+18
+7% +$57K 0.02% 418
2024
Q3 		$841K Buy
267
+4
+2% +$12.3K 0.02% 428
2024
Q2 		$780K Buy
263
+29
+12% +$84.9K 0.02% 428
2024
Q1 		$737K Sell
234
-278
-54% -$795K 0.02% 442
2023
Q4 		$1.32M Buy
512
+37
+8% +$96K 0.04% 308
2023
Q3 		$1.21M Buy
475
+52
+12% +$130K 0.04% 284
2023
Q2 		$1.05M Buy
423
+178
+73% +$454K 0.08% 217
2023
Q1 		$602K Buy
245
+2
+0.8% +$4.88K 0.05% 341
2022
Q4 		$599K Buy
243
+144
+145% +$348K 0.05% 323
2022
Q3 		$212K Buy
+99
New +$216K 0.02% 486

Other funds holding AZO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Axxcess Wealth Management's AZO Position: Q1 2026 in Review

Axxcess Wealth Management sold out of AutoZone (AZO) in Q1 2026, closing a stake of 125 shares — an estimated $424K sold.

Axxcess Wealth Management first reported a position in AZO in Q3 2022 and held it in 14 quarters. The position peaked at $1.32M in Q4 2023. 1,291 funds tracked by Wall St. Rank hold AZO as of Q1 2026.

  • Axxcess Wealth Management reported no remaining AutoZone position as of Q1 2026 after selling out during the quarter.
  • Axxcess Wealth Management sold 125 AutoZone shares in Q1 2026, an estimated $424K.
  • Axxcess Wealth Management first reported a position in AutoZone in Q3 2022 and held it in 14 quarters.
  • Axxcess Wealth Management's AutoZone position peaked at $1.32M in Q4 2023.
  • 1,291 funds tracked by Wall St. Rank held AutoZone as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.