Bellwether Advisors’s AutoZone AZO Stock Holding History

Bellwether 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
2025 Q3	–	Sell	-1	Closed	-$3.71K	–	168
2025 Q2	$3.71K	Sell	1 -1	-50%	-$3.69K	﹤0.01%	448
2025 Q1	$7.63K	Sell	2 -248	-99%	-$856K	﹤0.01%	342
2024 Q4	$801K	Buy	+250	New	+$792K	0.14%	77
2023 Q2	–	Sell	-3	Closed	-$7.37K	–	117
2023 Q1	$7.37K	Hold	3	–	–	﹤0.01%	290
2022 Q4	$7.4K	Hold	3	–	–	﹤0.01%	287
2022 Q3	$6K	Hold	3	–	–	﹤0.01%	302
2022 Q2	$6K	Sell	3 -1	-25%	-$2.06K	﹤0.01%	265
2022 Q1	$8K	Sell	4 -511	-99%	-$999K	﹤0.01%	324
2021 Q4	$1.08M	Buy	515 +512	+17,067%	+$953K	0.34%	57
2021 Q3	$5K	Hold	3	–	–	﹤0.01%	360
2021 Q2	$4K	Hold	3	–	–	﹤0.01%	330
2021 Q1	$4K	Hold	3	–	–	﹤0.01%	307
2020 Q4	$3K	Buy	+3	New	+$3.47K	﹤0.01%	288

Other funds holding AZO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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 $528B AUM 27.57% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fiera Capital (Canada)

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return