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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
Q2 		– Sell
-74
Closed -$250K – 137
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

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

Elm3 Financial Group's AZO Position: Q2 2026 in Review

Elm3 Financial Group sold out of AutoZone (AZO) in Q2 2026, closing a stake of 74 shares — an estimated $250K sold.

Elm3 Financial Group first reported a position in AZO in Q4 2024 and held it in 6 quarters. The position peaked at $511K in Q1 2025. 1,270 funds tracked by Wall St. Rank hold AZO as of Q2 2026.

  • Elm3 Financial Group reported no remaining AutoZone position as of Q2 2026 after selling out during the quarter.
  • Elm3 Financial Group sold 74 AutoZone shares in Q2 2026, an estimated $250K.
  • Elm3 Financial Group first reported a position in AutoZone in Q4 2024 and held it in 6 quarters.
  • Elm3 Financial Group's AutoZone position peaked at $511K in Q1 2025.
  • 1,270 funds tracked by Wall St. Rank held AutoZone as of Q2 2026.

Based on Elm3 Financial Group's 13F filing for Q2 2026, filed 29 Jul 2026.