Burling Wealth Partners’s AutoZone AZO Stock Holding History

Burling Wealth Partners’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	$557K	Sell	165 -277	-63%	-$994K	0.09%	121
2025 Q4	$1.5M	Sell	442 -174	-28%	-$657K	0.23%	80
2025 Q3	$2.64M	Buy	616 +175	+40%	+$702K	0.44%	62
2025 Q2	$1.64M	Buy	441 +341	+341%	+$1.26M	0.3%	72
2025 Q1	$381K	Buy	+100	New	+$345K	0.08%	133

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

Burling Wealth Partners's AZO Position: Q1 2026 in Review

Burling Wealth Partners reduced its AutoZone (AZO) stake by 63% in Q1 2026, selling an estimated $994K and leaving 165 shares worth $557K. The position accounts for 0.09% of the portfolio, ranked #121.

Burling Wealth Partners first reported a position in AZO in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.64M in Q3 2025. 1,291 funds tracked by Wall St. Rank hold AZO as of Q1 2026.

Burling Wealth Partners held 165 shares of AutoZone worth $557K as of Q1 2026.
Burling Wealth Partners sold 277 AutoZone shares in Q1 2026, an estimated $994K.
AutoZone made up 0.09% of Burling Wealth Partners's portfolio in Q1 2026, its #121 holding.
Burling Wealth Partners first reported a position in AutoZone in Q1 2025 and has held it in 5 quarters since.
Burling Wealth Partners's AutoZone position peaked at $2.64M in Q3 2025.
1,291 funds tracked by Wall St. Rank held AutoZone as of Q1 2026.

Based on Burling Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.