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Beaumont Financial Advisors’s AutoZone AZO Stock Holding History

Beaumont Financial Advisors’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
-68
Closed -$231K – 374
2025
Q4 		$231K Sell
68
-34
-33% -$128K 0.02% 340
2025
Q3 		$438K Hold
102
– – 0.03% 256
2025
Q2 		$379K Buy
+102
New +$376K 0.03% 262

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

Beaumont Financial Advisors's AZO Position: Q1 2026 in Review

Beaumont Financial Advisors sold out of AutoZone (AZO) in Q1 2026, closing a stake of 68 shares — an estimated $231K sold.

Beaumont Financial Advisors first reported a position in AZO in Q2 2025 and held it in 3 quarters. The position peaked at $438K in Q3 2025. 1,291 funds tracked by Wall St. Rank hold AZO as of Q1 2026.

  • Beaumont Financial Advisors reported no remaining AutoZone position as of Q1 2026 after selling out during the quarter.
  • Beaumont Financial Advisors sold 68 AutoZone shares in Q1 2026, an estimated $231K.
  • Beaumont Financial Advisors first reported a position in AutoZone in Q2 2025 and held it in 3 quarters.
  • Beaumont Financial Advisors's AutoZone position peaked at $438K in Q3 2025.
  • 1,291 funds tracked by Wall St. Rank held AutoZone as of Q1 2026.

Based on Beaumont Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.