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Concentrum Wealth Management’s AutoZone AZO Stock Holding History

Concentrum 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 		$509K Sell
151
-8
-5% -$28.7K 0.15% 61
2025
Q4 		$539K Buy
159
+27
+20% +$102K 0.15% 49
2025
Q3 		$566K Buy
132
+19
+17% +$76.2K 0.16% 46
2025
Q2 		$419K Buy
113
+35
+45% +$129K 0.13% 47
2025
Q1 		$297K Buy
+78
New +$269K 0.11% 63

Other funds holding AZO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Concentrum Wealth Management's AZO Position: Q1 2026 in Review

Concentrum Wealth Management reduced its AutoZone (AZO) stake by 5% in Q1 2026, selling an estimated $28.7K and leaving 151 shares worth $509K. The position accounts for 0.15% of the portfolio, ranked #61.

Concentrum Wealth Management first reported a position in AZO in Q1 2025 and has held it in 5 quarters since. The position peaked at $566K in Q3 2025. 1,291 funds tracked by Wall St. Rank hold AZO as of Q1 2026.

  • Concentrum Wealth Management held 151 shares of AutoZone worth $509K as of Q1 2026.
  • Concentrum Wealth Management sold 8 AutoZone shares in Q1 2026, an estimated $28.7K.
  • AutoZone made up 0.15% of Concentrum Wealth Management's portfolio in Q1 2026, its #61 holding.
  • Concentrum Wealth Management first reported a position in AutoZone in Q1 2025 and has held it in 5 quarters since.
  • Concentrum Wealth Management's AutoZone position peaked at $566K in Q3 2025.
  • 1,291 funds tracked by Wall St. Rank held AutoZone as of Q1 2026.

Based on Concentrum Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.