Bartlett & Co Wealth Management’s AutoZone AZO Stock Holding History

Bartlett & Co 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	$150K	Buy	43 +2	+5%	+$7.18K	﹤0.01%	502
2025 Q4	$139K	Sell	41 -2	-5%	-$7.56K	﹤0.01%	502
2025 Q3	$184K	Buy	43 +42	+4,200%	+$168K	﹤0.01%	463
2025 Q2	$3.71K	Hold	1	–	–	﹤0.01%	1033
2025 Q1	$3.81K	Hold	1	–	–	﹤0.01%	1016
2024 Q4	$3.2K	Hold	1	–	–	﹤0.01%	1008
2024 Q3	$3.15K	Buy	+1	New	+$3.07K	﹤0.01%	1012
2024 Q1	–	Sell	-6	Closed	-$15.4K	–	1138
2023 Q4	$15.4K	Hold	6	–	–	﹤0.01%	927
2023 Q3	$15.2K	Hold	6	–	–	﹤0.01%	867
2023 Q2	$15K	Hold	6	–	–	﹤0.01%	864
2023 Q1	$14.7K	Hold	6	–	–	﹤0.01%	763
2022 Q4	$14.8K	Hold	6	–	–	﹤0.01%	774
2022 Q3	$12.9K	Sell	6 -1	-14%	-$2.18K	﹤0.01%	784
2022 Q2	$15K	Buy	+7	New	+$14.4K	﹤0.01%	788
2021 Q3	–	Sell	-1	Closed	-$1.49K	–	950
2021 Q2	$1.49K	Hold	1	–	–	﹤0.01%	899
2021 Q1	$1.4K	Hold	1	–	–	﹤0.01%	931
2020 Q4	$1.19K	Buy	+1	New	+$1.16K	﹤0.01%	1015

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

Bartlett & Co Wealth Management's AZO Position: Q1 2026 in Review

Bartlett & Co Wealth Management increased its AutoZone (AZO) stake by 4.9% in Q1 2026, buying an estimated $7.18K and bringing the position to 43 shares worth $150K. The position accounts for ﹤0.01% of the portfolio, ranked #502.

Bartlett & Co Wealth Management first reported a position in AZO in Q4 2020 and has held it in 17 quarters since. The position peaked at $184K in Q3 2025. 1,291 funds tracked by Wall St. Rank hold AZO as of Q1 2026.

Bartlett & Co Wealth Management held 43 shares of AutoZone worth $150K as of Q1 2026.
Bartlett & Co Wealth Management bought 2 AutoZone shares in Q1 2026, an estimated $7.18K.
AutoZone made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #502 holding.
Bartlett & Co Wealth Management first reported a position in AutoZone in Q4 2020 and has held it in 17 quarters since.
Bartlett & Co Wealth Management's AutoZone position peaked at $184K in Q3 2025.
1,291 funds tracked by Wall St. Rank held AutoZone as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.