Crestmont Private Wealth’s AutoZone AZO Stock Holding History

Crestmont Private Wealth’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	$713K	Buy	211 +28	+15%	+$100K	0.22%	41
2025 Q4	$621K	Sell	183 -5	-3%	-$18.9K	0.2%	42
2025 Q3	$807K	Buy	188 +10	+6%	+$40.1K	0.27%	30
2025 Q2	$661K	Buy	178 +16	+10%	+$59K	0.24%	33
2025 Q1	$618K	Buy	162 +23	+17%	+$79.4K	0.27%	30
2024 Q4	$445K	Buy	139 +6	+5%	+$19K	0.2%	38
2024 Q3	$419K	Buy	133 +10	+8%	+$30.7K	0.18%	41
2024 Q2	$365K	Sell	123 -3	-2%	-$8.78K	0.18%	44
2024 Q1	$397K	Buy	126 +16	+15%	+$45.7K	0.2%	38
2023 Q4	$284K	Sell	110 -2	-2%	-$5.19K	0.14%	41
2023 Q3	$284K	Sell	112 -27	-19%	-$67.8K	0.17%	37
2023 Q2	$347K	Buy	139 +15	+12%	+$38.3K	0.2%	34
2023 Q1	$305K	Buy	124 +16	+15%	+$39K	0.2%	34
2022 Q4	$266K	Buy	+108	New	+$261K	0.18%	32

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

Crestmont Private Wealth's AZO Position: Q1 2026 in Review

Crestmont Private Wealth increased its AutoZone (AZO) stake by 15% in Q1 2026, buying an estimated $100K and bringing the position to 211 shares worth $713K. The position accounts for 0.22% of the portfolio, ranked #41.

Crestmont Private Wealth first reported a position in AZO in Q4 2022 and has held it in 14 quarters since. The position peaked at $807K in Q3 2025. 1,291 funds tracked by Wall St. Rank hold AZO as of Q1 2026.

Crestmont Private Wealth held 211 shares of AutoZone worth $713K as of Q1 2026.
Crestmont Private Wealth bought 28 AutoZone shares in Q1 2026, an estimated $100K.
AutoZone made up 0.22% of Crestmont Private Wealth's portfolio in Q1 2026, its #41 holding.
Crestmont Private Wealth first reported a position in AutoZone in Q4 2022 and has held it in 14 quarters since.
Crestmont Private Wealth's AutoZone position peaked at $807K in Q3 2025.
1,291 funds tracked by Wall St. Rank held AutoZone as of Q1 2026.

Based on Crestmont Private Wealth's 13F filing for Q1 2026, filed 8 May 2026.