Compass Wealth Management’s AutoZone AZO Stock Holding History

Compass 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 Q2	$940K	Buy	+294	New	+$977K	0.18%	94
2025 Q4	–	Sell	-362	Closed	-$1.55M	–	81
2025 Q3	$1.55M	Sell	362 -1	-0.3%	-$4.01K	0.35%	74
2025 Q2	$1.35M	Sell	363 -24	-6%	-$88.5K	0.32%	78
2025 Q1	$1.48M	Sell	387 -20	-5%	-$69K	0.38%	75
2024 Q4	$1.3M	Hold	407	–	–	0.31%	79
2024 Q3	$1.28M	Hold	407	–	–	0.3%	77
2024 Q2	$1.21M	Hold	407	–	–	0.3%	78
2024 Q1	$1.28M	Sell	407 -20	-5%	-$57.2K	0.32%	80
2023 Q4	$1.1M	Hold	427	–	–	0.31%	82
2023 Q3	$1.08M	Buy	427 +3	+0.7%	+$7.53K	0.34%	82
2023 Q2	$1.06M	Hold	424	–	–	0.32%	82
2023 Q1	$1.04M	Sell	424 -27	-6%	-$65.8K	0.33%	86
2022 Q4	$1.11M	Buy	+451	New	+$1.09M	0.36%	81

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 $3.37T AUM 44.26% 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

Compass Wealth Management's AZO Position: Q2 2026 in Review

Compass Wealth Management opened a new position in AutoZone (AZO) in Q2 2026: 294 shares worth $940K. The stake represents 0.18% of the portfolio and ranks #94 among its holdings. This is a return to the name: Compass Wealth Management previously reported a position in AZO as recently as Q3 2025.

Compass Wealth Management first reported a position in AZO in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.55M in Q3 2025. 1,270 funds tracked by Wall St. Rank hold AZO as of Q2 2026.

Compass Wealth Management held 294 shares of AutoZone worth $940K as of Q2 2026.
AutoZone was a new Compass Wealth Management position in Q2 2026.
AutoZone made up 0.18% of Compass Wealth Management's portfolio in Q2 2026, its #94 holding.
Compass Wealth Management first reported a position in AutoZone in Q4 2022 and has held it in 13 quarters since.
Compass Wealth Management's AutoZone position peaked at $1.55M in Q3 2025.
1,270 funds tracked by Wall St. Rank held AutoZone as of Q2 2026.

Based on Compass Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.