Cherry Tree Wealth Management’s AutoZone AZO Stock Holding History

Cherry Tree Wealth 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	$13.5K	Hold	4	–	–	﹤0.01%	381
2025 Q4	$13.6K	Sell	4 -1	-20%	-$3.78K	﹤0.01%	390
2025 Q3	$21.5K	Hold	5	–	–	﹤0.01%	335
2025 Q2	$18.6K	Sell	5 -3	-38%	-$11.1K	﹤0.01%	348
2025 Q1	$30.5K	Hold	8	–	–	0.01%	300
2024 Q4	$25.6K	Hold	8	–	–	0.01%	307
2024 Q3	$25.2K	Hold	8	–	–	0.01%	312
2024 Q2	$23.7K	Buy	8 +3	+60%	+$8.78K	0.01%	311
2024 Q1	$15.8K	Hold	5	–	–	﹤0.01%	340
2023 Q4	$12.9K	Hold	5	–	–	﹤0.01%	336
2023 Q3	$12.7K	Hold	5	–	–	﹤0.01%	325
2023 Q2	$12.5K	Buy	+5	New	+$12.8K	﹤0.01%	321

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

Cherry Tree Wealth Management's AZO Position: Q1 2026 in Review

Cherry Tree Wealth Management held its AutoZone (AZO) position steady in Q1 2026 at 4 shares worth $13.5K. The position accounts for ﹤0.01% of the portfolio, ranked #381.

Cherry Tree Wealth Management first reported a position in AZO in Q2 2023 and has held it in 12 quarters since. The position peaked at $30.5K in Q1 2025. 1,291 funds tracked by Wall St. Rank hold AZO as of Q1 2026.

Cherry Tree Wealth Management held 4 shares of AutoZone worth $13.5K as of Q1 2026.
Cherry Tree Wealth Management left its AutoZone share count unchanged in Q1 2026.
AutoZone made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #381 holding.
Cherry Tree Wealth Management first reported a position in AutoZone in Q2 2023 and has held it in 12 quarters since.
Cherry Tree Wealth Management's AutoZone position peaked at $30.5K in Q1 2025.
1,291 funds tracked by Wall St. Rank held AutoZone as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.