Compass Ion Advisors’s AutoZone AZO Stock Holding History

Compass Ion Advisors’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	$1.02M	Buy	301 +25	+9%	+$89.7K	0.1%	113
2025 Q4	$936K	Sell	276 -132	-32%	-$499K	0.09%	116
2025 Q3	$1.75M	Sell	408 -1	-0.2%	-$4.01K	0.17%	71
2025 Q2	$1.52M	Buy	409 +1	+0.2%	+$3.69K	0.16%	72
2025 Q1	$1.56M	Hold	408	–	–	0.18%	71
2024 Q4	$1.31M	Hold	408	–	–	0.16%	83
2024 Q3	$1.29M	Hold	408	–	–	0.16%	81
2024 Q2	$1.29M	Hold	408	–	–	0.18%	68
2024 Q1	$1.29M	Sell	408 -313	-43%	-$895K	0.18%	69
2023 Q4	$1.86M	Sell	721 -1	-0.1%	-$2.59K	0.29%	51
2023 Q3	$1.83M	Buy	+722	New	+$1.81M	0.31%	48

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

Compass Ion Advisors's AZO Position: Q1 2026 in Review

Compass Ion Advisors increased its AutoZone (AZO) stake by 9.1% in Q1 2026, buying an estimated $89.7K and bringing the position to 301 shares worth $1.02M. The position accounts for 0.1% of the portfolio, ranked #113.

Compass Ion Advisors first reported a position in AZO in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.86M in Q4 2023. 1,291 funds tracked by Wall St. Rank hold AZO as of Q1 2026.

Compass Ion Advisors held 301 shares of AutoZone worth $1.02M as of Q1 2026.
Compass Ion Advisors bought 25 AutoZone shares in Q1 2026, an estimated $89.7K.
AutoZone made up 0.1% of Compass Ion Advisors's portfolio in Q1 2026, its #113 holding.
Compass Ion Advisors first reported a position in AutoZone in Q3 2023 and has held it in 11 quarters since.
Compass Ion Advisors's AutoZone position peaked at $1.86M in Q4 2023.
1,291 funds tracked by Wall St. Rank held AutoZone as of Q1 2026.

Based on Compass Ion Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.