Betterment LLC’s AutoZone AZO Stock Holding History

Betterment LLC’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	$503K	Sell	149 -3	-2%	-$10.8K	﹤0.01%	434
2025 Q4	$516K	Hold	152	–	–	﹤0.01%	401
2025 Q3	$652K	Sell	152 -2	-1%	-$8.02K	﹤0.01%	342
2025 Q2	$572K	Hold	154	–	–	﹤0.01%	335
2025 Q1	$587K	Hold	154	–	–	﹤0.01%	316
2024 Q4	$493K	Hold	154	–	–	﹤0.01%	330
2024 Q3	$485K	Buy	154 +3	+2%	+$9.21K	﹤0.01%	312
2024 Q2	$448K	Buy	+151	New	+$442K	﹤0.01%	294

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

Betterment LLC's AZO Position: Q1 2026 in Review

Betterment LLC reduced its AutoZone (AZO) stake by 2% in Q1 2026, selling an estimated $10.8K and leaving 149 shares worth $503K. The position accounts for ﹤0.01% of the portfolio, ranked #434.

Betterment LLC first reported a position in AZO in Q2 2024 and has held it in 8 quarters since. The position peaked at $652K in Q3 2025. 1,291 funds tracked by Wall St. Rank hold AZO as of Q1 2026.

Betterment LLC held 149 shares of AutoZone worth $503K as of Q1 2026.
Betterment LLC sold 3 AutoZone shares in Q1 2026, an estimated $10.8K.
AutoZone made up ﹤0.01% of Betterment LLC's portfolio in Q1 2026, its #434 holding.
Betterment LLC first reported a position in AutoZone in Q2 2024 and has held it in 8 quarters since.
Betterment LLC's AutoZone position peaked at $652K in Q3 2025.
1,291 funds tracked by Wall St. Rank held AutoZone as of Q1 2026.

Based on Betterment LLC's 13F filing for Q1 2026, filed 14 May 2026.