Elm3 Financial Group’s AutoZone AZO Stock Holding History

Elm3 Financial Group’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	$250K	Sell	74 -2	-3%	-$7.18K	0.21%	100
2025 Q4	$258K	Sell	76 -36	-32%	-$136K	0.21%	97
2025 Q3	$481K	Sell	112 -18	-14%	-$72.2K	0.39%	65
2025 Q2	$483K	Sell	130 -4	-3%	-$14.7K	0.4%	54
2025 Q1	$511K	Sell	134 -6	-4%	-$20.7K	0.45%	51
2024 Q4	$448K	Buy	+140	New	+$443K	0.38%	52

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

Elm3 Financial Group's AZO Position: Q1 2026 in Review

Elm3 Financial Group reduced its AutoZone (AZO) stake by 2.6% in Q1 2026, selling an estimated $7.18K and leaving 74 shares worth $250K. The position accounts for 0.21% of the portfolio, ranked #100.

Elm3 Financial Group first reported a position in AZO in Q4 2024 and has held it in 6 quarters since. The position peaked at $511K in Q1 2025. 1,291 funds tracked by Wall St. Rank hold AZO as of Q1 2026.

Elm3 Financial Group held 74 shares of AutoZone worth $250K as of Q1 2026.
Elm3 Financial Group sold 2 AutoZone shares in Q1 2026, an estimated $7.18K.
AutoZone made up 0.21% of Elm3 Financial Group's portfolio in Q1 2026, its #100 holding.
Elm3 Financial Group first reported a position in AutoZone in Q4 2024 and has held it in 6 quarters since.
Elm3 Financial Group's AutoZone position peaked at $511K in Q1 2025.
1,291 funds tracked by Wall St. Rank held AutoZone as of Q1 2026.

Based on Elm3 Financial Group's 13F filing for Q1 2026, filed 13 Apr 2026.