Baldwin Wealth Partners’s AutoZone AZO Stock Holding History

Baldwin Wealth Partners’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 Q3	$6.45M	Sell	2,280 -22	-1%	-$65.7K	0.43%	52
2026 Q2	$7.36M	Buy	2,302 +248	+12%	+$824K	0.48%	50
2026 Q1	$6.94M	Sell	2,054 -32	-2%	-$115K	0.5%	48
2025 Q4	$7.07M	Sell	2,086 -167	-7%	-$631K	0.45%	51
2025 Q3	$9.7M	Buy	+2,253	New	+$9.04M	0.63%	43
2024 Q4	–	Sell	-2	Closed	-$6.3K	–	294
2024 Q3	$6.3K	Buy	+2	New	+$6.14K	﹤0.01%	854
2018 Q3	–	Sell	-50	Closed	-$34K	–	517
2018 Q2	$34K	Hold	50	–	–	0.01%	349
2018 Q1	$32K	Hold	50	–	–	0.01%	340
2017 Q4	$36K	Hold	50	–	–	0.01%	329
2017 Q3	$30K	Hold	50	–	–	﹤0.01%	329
2017 Q2	$29K	Hold	50	–	–	﹤0.01%	342
2017 Q1	$36K	Buy	+50	New	+$37K	0.01%	322

Other funds holding AZO

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Troy Asset Management London, United Kingdom $4.2B AUM 11.96% 1-Year Est. Return

Local Pensions Partnership Investment London, United Kingdom $4.77B AUM 16.58% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Baldwin Wealth Partners's AZO Position: Q3 2026 in Review

Baldwin Wealth Partners reduced its AutoZone (AZO) stake by 0.96% in Q3 2026, selling an estimated $65.7K and leaving 2,280 shares worth $6.45M. The position accounts for 0.43% of the portfolio, ranked #52.

Baldwin Wealth Partners first reported a position in AZO in Q1 2017 and has held it in 12 quarters since. The position peaked at $9.7M in Q3 2025. 421 funds tracked by Wall St. Rank hold AZO as of Q3 2026.

Baldwin Wealth Partners held 2,280 shares of AutoZone worth $6.45M as of Q3 2026.
Baldwin Wealth Partners sold 22 AutoZone shares in Q3 2026, an estimated $65.7K.
AutoZone made up 0.43% of Baldwin Wealth Partners's portfolio in Q3 2026, its #52 holding.
Baldwin Wealth Partners first reported a position in AutoZone in Q1 2017 and has held it in 12 quarters since.
Baldwin Wealth Partners's AutoZone position peaked at $9.7M in Q3 2025.
421 funds tracked by Wall St. Rank held AutoZone as of Q3 2026.

Based on Baldwin Wealth Partners's 13F filing for Q3 2026, filed 13 Oct 2026.