Berger Financial Group’s AutoZone AZO Stock Holding History

Berger Financial Group’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	$274K	Hold	81	–	–	0.02%	388
2025 Q4	$275K	Hold	81	–	–	0.02%	394
2025 Q3	$348K	Hold	81	–	–	0.02%	326
2025 Q2	$301K	Sell	81 -17	-17%	-$62.7K	0.02%	337
2025 Q1	$374K	Hold	98	–	–	0.03%	299
2024 Q4	$314K	Buy	98 +1	+1%	+$3.17K	0.02%	314
2024 Q3	$306K	Sell	97 -12	-11%	-$36.8K	0.02%	300
2024 Q2	$323K	Buy	109 +2	+2%	+$5.86K	0.03%	270
2024 Q1	$337K	Sell	107 -14	-12%	-$40K	0.03%	261
2023 Q4	$313K	Sell	121 -12	-9%	-$31.1K	0.03%	223
2023 Q3	$338K	Buy	133 +10	+8%	+$25.1K	0.04%	192
2023 Q2	$307K	Hold	123	–	–	0.03%	211
2023 Q1	$302K	Hold	123	–	–	0.04%	206
2022 Q4	$303K	Sell	123 -1	-0.8%	-$2.42K	0.04%	198
2022 Q3	$266K	Buy	124 +5	+4%	+$10.9K	0.04%	197
2022 Q2	$256K	Sell	119 -30	-20%	-$61.7K	0.04%	203
2022 Q1	$305K	Buy	149 +47	+46%	+$91.9K	0.04%	209
2021 Q4	$214K	Buy	+102	New	+$190K	0.03%	246

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

Berger Financial Group's AZO Position: Q1 2026 in Review

Berger Financial Group held its AutoZone (AZO) position steady in Q1 2026 at 81 shares worth $274K. The position accounts for 0.02% of the portfolio, ranked #388.

Berger Financial Group first reported a position in AZO in Q4 2021 and has held it in 18 quarters since. The position peaked at $374K in Q1 2025. 1,291 funds tracked by Wall St. Rank hold AZO as of Q1 2026.

Berger Financial Group held 81 shares of AutoZone worth $274K as of Q1 2026.
Berger Financial Group left its AutoZone share count unchanged in Q1 2026.
AutoZone made up 0.02% of Berger Financial Group's portfolio in Q1 2026, its #388 holding.
Berger Financial Group first reported a position in AutoZone in Q4 2021 and has held it in 18 quarters since.
Berger Financial Group's AutoZone position peaked at $374K in Q1 2025.
1,291 funds tracked by Wall St. Rank held AutoZone as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.