Carson Wealth (CWM LLC)’s AutoZone AZO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.14M | Buy |
930
+52
| +6% | +$187K | 0.01% | 1011 |
|
|
2025
Q4 | $2.98M | Sell |
878
-1,870
| -68% | -$7.06M | 0.01% | 993 |
|
|
2025
Q3 | $11.8M | Buy |
2,748
+2,031
| +283% | +$8.15M | 0.04% | 418 |
|
|
2025
Q2 | $2.66M | Buy |
717
+270
| +60% | +$995K | 0.01% | 841 |
|
|
2025
Q1 | $1.71M | Sell |
447
-28
| -6% | -$96.6K | 0.01% | 880 |
|
|
2024
Q4 | $1.52M | Buy |
475
+40
| +9% | +$127K | 0.01% | 892 |
|
|
2024
Q3 | $1.37M | Buy |
435
+93
| +27% | +$286K | 0.01% | 863 |
|
|
2024
Q2 | $1.01M | Buy |
342
+7
| +2% | +$20.5K | ﹤0.01% | 876 |
|
|
2024
Q1 | $1.06M | Buy |
335
+18
| +6% | +$51.5K | 0.01% | 828 |
|
|
2023
Q4 | $820K | Buy |
317
+16
| +5% | +$41.5K | ﹤0.01% | 886 |
|
|
2023
Q3 | $765K | Buy |
301
+4
| +1% | +$10K | ﹤0.01% | 839 |
|
|
2023
Q2 | $741K | Sell |
297
-12
| -4% | -$30.6K | ﹤0.01% | 813 |
|
|
2023
Q1 | $760K | Buy |
309
+9
| +3% | +$21.9K | 0.01% | 745 |
|
|
2022
Q4 | $740K | Sell |
300
-31
| -9% | -$74.9K | 0.01% | 693 |
|
|
2022
Q3 | $709K | Buy |
331
+6
| +2% | +$13.1K | 0.01% | 644 |
|
|
2022
Q2 | $698K | Buy |
325
+38
| +13% | +$78.2K | 0.01% | 659 |
|
|
2022
Q1 | $587K | Sell |
287
-80
| -22% | -$156K | ﹤0.01% | 679 |
|
|
2021
Q4 | $769K | Buy |
+367
| New | +$683K | 0.01% | 629 |
|
|
2021
Q2 | $109K | Hold |
73
| – | – | ﹤0.01% | 1101 |
|
|
2021
Q1 | $109K | Hold |
73
| – | – | ﹤0.01% | 1101 |
|
|
2020
Q4 | $109K | Hold |
73
| – | – | ﹤0.01% | 1101 |
|
|
2020
Q3 | $109K | Hold |
73
| – | – | ﹤0.01% | 1101 |
|
|
2020
Q2 | $109K | Hold |
73
| – | – | ﹤0.01% | 1101 |
|
|
2020
Q1 | $109K | Hold |
73
| – | – | ﹤0.01% | 1101 |
|
|
2019
Q4 | $109K | Hold |
73
| – | – | ﹤0.01% | 1101 |
|
|
2019
Q3 | $109K | Hold |
73
| – | – | ﹤0.01% | 1101 |
|
|
2019
Q2 | $109K | Hold |
73
| – | – | ﹤0.01% | 1101 |
|
|
2019
Q1 | $109K | Sell |
73
-150
| -67% | -$135K | ﹤0.01% | 1101 |
|
|
2018
Q4 | $187K | Sell |
223
-17
| -7% | -$13.6K | ﹤0.01% | 613 |
|
|
2018
Q3 | $186K | Hold |
240
| – | – | ﹤0.01% | 526 |
|
|
2018
Q2 | $161K | Buy |
240
+3
| +1% | +$1.94K | 0.01% | 455 |
|
|
2018
Q1 | $154K | Sell |
237
-75
| -24% | -$53.7K | 0.01% | 395 |
|
|
2017
Q4 | $222K | Buy |
312
+92
| +42% | +$58.8K | 0.01% | 332 |
|
|
2017
Q3 | $131K | Buy |
+220
| New | +$117K | 0.01% | 376 |
|
|
2017
Q1 | – | Sell |
-6
| Closed | -$5K | – | 1173 |
|
|
2016
Q4 | $5K | Buy |
+6
| New | +$4.62K | ﹤0.01% | 841 |
|
Other funds holding AZO
VCM
VPM
Carson Wealth (CWM LLC)'s AZO Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its AutoZone (AZO) stake by 5.9% in Q1 2026, buying an estimated $187K and bringing the position to 930 shares worth $3.14M. The position accounts for 0.01% of the portfolio, ranked #1011.
Carson Wealth (CWM LLC) first reported a position in AZO in Q4 2016 and has held it in 35 quarters since. The position peaked at $11.8M in Q3 2025. 1,291 funds tracked by Wall St. Rank hold AZO as of Q1 2026.
- Carson Wealth (CWM LLC) held 930 shares of AutoZone worth $3.14M as of Q1 2026.
- Carson Wealth (CWM LLC) bought 52 AutoZone shares in Q1 2026, an estimated $187K.
- AutoZone made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1011 holding.
- Carson Wealth (CWM LLC) first reported a position in AutoZone in Q4 2016 and has held it in 35 quarters since.
- Carson Wealth (CWM LLC)'s AutoZone position peaked at $11.8M in Q3 2025.
- 1,291 funds tracked by Wall St. Rank held AutoZone as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.