Bogart Wealth LLC’s AutoZone AZO Stock Holding History

Bogart Wealth 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 Q2	$25.6K	Buy	8 +3	+60%	+$9.97K	﹤0.01%	719
2026 Q1	$16.9K	Hold	5	–	–	﹤0.01%	763
2025 Q4	$17K	Hold	5	–	–	﹤0.01%	724
2025 Q3	$21.5K	Hold	5	–	–	﹤0.01%	644
2025 Q2	$18.6K	Hold	5	–	–	﹤0.01%	646
2025 Q1	$19.1K	Hold	5	–	–	﹤0.01%	596
2024 Q4	$16K	Hold	5	–	–	﹤0.01%	635
2024 Q3	$15.8K	Hold	5	–	–	﹤0.01%	591
2024 Q2	$14.8K	Hold	5	–	–	﹤0.01%	589
2024 Q1	$15.8K	Hold	5	–	–	﹤0.01%	556
2023 Q4	$12.9K	Hold	5	–	–	﹤0.01%	578
2023 Q3	$12.7K	Hold	5	–	–	﹤0.01%	549
2023 Q2	$12.5K	Hold	5	–	–	﹤0.01%	547
2023 Q1	$12.3K	Hold	5	–	–	﹤0.01%	548
2022 Q4	$12.3K	Hold	5	–	–	﹤0.01%	506
2022 Q3	$11K	Hold	5	–	–	﹤0.01%	515
2022 Q2	$11K	Buy	+5	New	+$10.3K	﹤0.01%	511
2021 Q1	–	Sell	-1	Closed	-$1K	–	624
2020 Q4	$1K	Buy	+1	New	+$1.16K	﹤0.01%	422

Other funds holding AZO

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bogart Wealth LLC's AZO Position: Q2 2026 in Review

Bogart Wealth LLC increased its AutoZone (AZO) stake by 60% in Q2 2026, buying an estimated $9.97K and bringing the position to 8 shares worth $25.6K. The position accounts for ﹤0.01% of the portfolio, ranked #719.

Bogart Wealth LLC first reported a position in AZO in Q4 2020 and has held it in 18 quarters since. 1,271 funds tracked by Wall St. Rank hold AZO as of Q2 2026.

Bogart Wealth LLC held 8 shares of AutoZone worth $25.6K as of Q2 2026.
Bogart Wealth LLC bought 3 AutoZone shares in Q2 2026, an estimated $9.97K.
AutoZone made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #719 holding.
Bogart Wealth LLC first reported a position in AutoZone in Q4 2020 and has held it in 18 quarters since.
1,271 funds tracked by Wall St. Rank held AutoZone as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.