Edgemoor Investment Advisors’s AutoZone AZO Stock Holding History

Edgemoor Investment Advisors’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	$203K	Hold	60	–	–	0.02%	170
2025 Q4	$203K	Hold	60	–	–	0.02%	173
2025 Q3	$257K	Hold	60	–	–	0.02%	167
2025 Q2	$223K	Hold	60	–	–	0.02%	163
2025 Q1	$229K	Buy	+60	New	+$207K	0.02%	151
2020 Q4	–	Sell	-347	Closed	-$409K	–	132
2020 Q3	$409K	Hold	347	–	–	0.05%	93
2020 Q2	$391K	Hold	347	–	–	0.05%	92
2020 Q1	$294K	Hold	347	–	–	0.05%	95
2019 Q4	$413K	Hold	347	–	–	0.05%	102
2019 Q3	$376K	Sell	347 -3	-0.9%	-$3.36K	0.05%	103
2019 Q2	$385K	Hold	350	–	–	0.05%	103
2019 Q1	$358K	Hold	350	–	–	0.05%	103
2018 Q4	$293K	Sell	350 -50	-13%	-$40.1K	0.04%	108
2018 Q3	$310K	Hold	400	–	–	0.04%	111
2018 Q2	$268K	Hold	400	–	–	0.04%	115
2018 Q1	$259K	Hold	400	–	–	0.03%	122
2017 Q4	$312K	Hold	400	–	–	0.04%	116
2017 Q3	$238K	Hold	400	–	–	0.03%	128
2017 Q2	$228K	Hold	400	–	–	0.03%	128
2017 Q1	$289K	Hold	400	–	–	0.04%	109
2016 Q4	$316K	Hold	400	–	–	0.05%	100
2016 Q3	$307K	Hold	400	–	–	0.05%	102
2016 Q2	$318K	Hold	400	–	–	0.05%	101
2016 Q1	$319K	Hold	400	–	–	0.05%	104
2015 Q4	$297K	Hold	400	–	–	0.04%	117
2015 Q3	$290K	Buy	+400	New	+$283K	0.04%	122

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

Edgemoor Investment Advisors's AZO Position: Q1 2026 in Review

Edgemoor Investment Advisors held its AutoZone (AZO) position steady in Q1 2026 at 60 shares worth $203K. The position accounts for 0.02% of the portfolio, ranked #170.

Edgemoor Investment Advisors first reported a position in AZO in Q3 2015 and has held it in 26 quarters since. The position peaked at $413K in Q4 2019. 1,291 funds tracked by Wall St. Rank hold AZO as of Q1 2026.

Edgemoor Investment Advisors held 60 shares of AutoZone worth $203K as of Q1 2026.
Edgemoor Investment Advisors left its AutoZone share count unchanged in Q1 2026.
AutoZone made up 0.02% of Edgemoor Investment Advisors's portfolio in Q1 2026, its #170 holding.
Edgemoor Investment Advisors first reported a position in AutoZone in Q3 2015 and has held it in 26 quarters since.
Edgemoor Investment Advisors's AutoZone position peaked at $413K in Q4 2019.
1,291 funds tracked by Wall St. Rank held AutoZone as of Q1 2026.

Based on Edgemoor Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.