Dorsey Asset Management’s AutoZone AZO Stock Holding History

Dorsey Asset 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	–	Sell	-25,121	Closed	-$85.2M	–	12
2025 Q4	$85.2M	Sell	25,121 -4,757	-16%	-$18M	7.41%	8
2025 Q3	$128M	Sell	29,878 -5,789	-16%	-$23.2M	11.52%	5
2025 Q2	$132M	Sell	35,667 -1,876	-5%	-$6.92M	11.87%	4
2025 Q1	$143M	Sell	37,543 -27	-0.1%	-$93.2K	15.17%	1
2024 Q4	$120M	Buy	37,570 +8,112	+28%	+$25.7M	12.4%	4
2024 Q3	$92.8M	Sell	29,458 -893	-3%	-$2.74M	10%	2
2024 Q2	$90M	Buy	30,351 +7,069	+30%	+$20.7M	10.72%	4
2024 Q1	$73.4M	Buy	+23,282	New	+$66.5M	8.53%	8

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

Dorsey Asset Management's AZO Position: Q1 2026 in Review

Dorsey Asset Management sold out of AutoZone (AZO) in Q1 2026, closing a stake of 25,121 shares — an estimated $85.2M sold.

Dorsey Asset Management first reported a position in AZO in Q1 2024 and held it in 8 quarters. The position peaked at $143M in Q1 2025. 1,291 funds tracked by Wall St. Rank hold AZO as of Q1 2026.

Dorsey Asset Management reported no remaining AutoZone position as of Q1 2026 after selling out during the quarter.
Dorsey Asset Management sold 25,121 AutoZone shares in Q1 2026, an estimated $85.2M.
Dorsey Asset Management first reported a position in AutoZone in Q1 2024 and held it in 8 quarters.
Dorsey Asset Management's AutoZone position peaked at $143M in Q1 2025.
1,291 funds tracked by Wall St. Rank held AutoZone as of Q1 2026.

Based on Dorsey Asset Management's 13F filing for Q1 2026, filed 15 May 2026.