Birch Capital Management’s AutoZone AZO Stock Holding History

Birch Capital 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	$551K	Hold	163	–	–	0.29%	47
2025 Q4	$553K	Hold	163	–	–	0.28%	47
2025 Q3	$699K	Hold	163	–	–	0.36%	47
2025 Q2	$605K	Hold	163	–	–	0.31%	46
2025 Q1	$621K	Hold	163	–	–	0.32%	46
2024 Q4	$522K	Hold	163	–	–	0.26%	49
2024 Q3	$513K	Hold	163	–	–	0.25%	51
2024 Q2	$483K	Hold	163	–	–	0.25%	51
2024 Q1	$514K	Hold	163	–	–	0.27%	52
2023 Q4	$421K	Hold	163	–	–	0.24%	53
2023 Q3	$414K	Hold	163	–	–	0.26%	50
2023 Q2	$406K	Hold	163	–	–	0.25%	53
2023 Q1	$401K	Hold	163	–	–	0.26%	54
2022 Q4	$402K	Hold	163	–	–	0.28%	50
2022 Q3	$349K	Hold	163	–	–	0.26%	47
2022 Q2	$350K	Hold	163	–	–	0.25%	49
2022 Q1	$333K	Hold	163	–	–	0.2%	54
2021 Q4	$342K	Hold	163	–	–	0.21%	56
2021 Q3	$277K	Hold	163	–	–	0.19%	54
2021 Q2	$243K	Hold	163	–	–	0.16%	57
2021 Q1	$229K	Hold	163	–	–	0.17%	58
2020 Q4	$193K	Hold	163	–	–	0.15%	59
2020 Q3	$192K	Hold	163	–	–	0.17%	55
2020 Q2	$184K	Hold	163	–	–	0.17%	57
2020 Q1	$138K	Hold	163	–	–	0.16%	55
2019 Q4	$194K	Buy	+163	New	+$188K	0.19%	55

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

Birch Capital Management's AZO Position: Q1 2026 in Review

Birch Capital Management held its AutoZone (AZO) position steady in Q1 2026 at 163 shares worth $551K. The position accounts for 0.29% of the portfolio, ranked #47.

Birch Capital Management first reported a position in AZO in Q4 2019 and has held it in 26 quarters since. The position peaked at $699K in Q3 2025. 1,291 funds tracked by Wall St. Rank hold AZO as of Q1 2026.

Birch Capital Management held 163 shares of AutoZone worth $551K as of Q1 2026.
Birch Capital Management left its AutoZone share count unchanged in Q1 2026.
AutoZone made up 0.29% of Birch Capital Management's portfolio in Q1 2026, its #47 holding.
Birch Capital Management first reported a position in AutoZone in Q4 2019 and has held it in 26 quarters since.
Birch Capital Management's AutoZone position peaked at $699K in Q3 2025.
1,291 funds tracked by Wall St. Rank held AutoZone as of Q1 2026.

Based on Birch Capital Management's 13F filing for Q1 2026, filed 15 Apr 2026.