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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
Q2 		$428K Sell
134
-17
-11% -$56.5K 0.1% 79
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

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

Concentrum Wealth Management reduced its AutoZone (AZO) stake by 11% in Q2 2026, selling an estimated $56.5K and leaving 134 shares worth $428K. The position accounts for 0.1% of the portfolio, ranked #79.

Concentrum Wealth Management first reported a position in AZO in Q1 2025 and has held it in 6 quarters since. The position peaked at $566K in Q3 2025. 1,267 funds tracked by Wall St. Rank hold AZO as of Q2 2026.

  • Concentrum Wealth Management held 134 shares of AutoZone worth $428K as of Q2 2026.
  • Concentrum Wealth Management sold 17 AutoZone shares in Q2 2026, an estimated $56.5K.
  • AutoZone made up 0.1% of Concentrum Wealth Management's portfolio in Q2 2026, its #79 holding.
  • Concentrum Wealth Management first reported a position in AutoZone in Q1 2025 and has held it in 6 quarters since.
  • Concentrum Wealth Management's AutoZone position peaked at $566K in Q3 2025.
  • 1,267 funds tracked by Wall St. Rank held AutoZone as of Q2 2026.

Based on Concentrum Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.