EFS
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Essex Financial Services’s AutoZone AZO Stock Holding History

Essex Financial Services’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 		$394K Sell
117
-1
-0.8% -$3.59K 0.02% 528
2025
Q4 		$400K Buy
118
+2
+2% +$7.56K 0.02% 505
2025
Q3 		$498K Buy
116
+17
+17% +$68.2K 0.03% 427
2025
Q2 		$368K Sell
99
-6
-6% -$22.1K 0.02% 487
2025
Q1 		$400K Buy
105
+7
+7% +$24.2K 0.03% 429
2024
Q4 		$314K Sell
98
-1
-1% -$3.17K 0.02% 481
2024
Q3 		$314K Buy
99
+1
+1% +$3.07K 0.02% 485
2024
Q2 		$309K Buy
98
+2
+2% +$5.86K 0.02% 465
2024
Q1 		$303K Buy
96
+2
+2% +$5.72K 0.03% 421
2023
Q4 		$243K Hold
94
– – 0.03% 446
2023
Q3 		$239K Hold
94
– – 0.03% 416
2023
Q2 		$234K Sell
94
-1
-1% -$2.55K 0.03% 413
2023
Q1 		$234K Sell
95
-2
-2% -$4.88K 0.02% 434
2022
Q4 		$239K Sell
97
-1
-1% -$2.42K 0.03% 425
2022
Q3 		$210K Buy
98
+1
+1% +$2.18K 0.03% 427
2022
Q2 		$208K Sell
97
-1
-1% -$2.06K 0.02% 456
2022
Q1 		$200K Sell
98
-22
-18% -$43K 0.02% 488
2021
Q4 		$252K Hold
120
– – 0.02% 408
2021
Q3 		$204K Buy
+120
New +$192K 0.02% 440
2015
Q2 		– Sell
-393
Closed -$268K – 329
2015
Q1 		$268K Hold
393
– – 0.07% 255
2014
Q4 		$243K Hold
393
– – 0.06% 267
2014
Q3 		$200K Sell
393
-100
-20% -$52.7K 0.06% 283
2014
Q2 		$264K Hold
493
– – 0.08% 242
2014
Q1 		$265K Hold
493
– – 0.09% 232
2013
Q4 		$236K Buy
+493
New +$221K 0.08% 239
2013
Q3 		– Sell
-493
Closed -$209K – 265
2013
Q2 		$209K Buy
+493
New +$201K 0.07% 242

Other funds holding AZO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Essex Financial Services's AZO Position: Q1 2026 in Review

Essex Financial Services reduced its AutoZone (AZO) stake by 0.85% in Q1 2026, selling an estimated $3.59K and leaving 117 shares worth $394K. The position accounts for 0.02% of the portfolio, ranked #528.

Essex Financial Services first reported a position in AZO in Q2 2013 and has held it in 26 quarters since. The position peaked at $498K in Q3 2025. 1,291 funds tracked by Wall St. Rank hold AZO as of Q1 2026.

  • Essex Financial Services held 117 shares of AutoZone worth $394K as of Q1 2026.
  • Essex Financial Services sold 1 AutoZone share in Q1 2026, an estimated $3.59K.
  • AutoZone made up 0.02% of Essex Financial Services's portfolio in Q1 2026, its #528 holding.
  • Essex Financial Services first reported a position in AutoZone in Q2 2013 and has held it in 26 quarters since.
  • Essex Financial Services's AutoZone position peaked at $498K in Q3 2025.
  • 1,291 funds tracked by Wall St. Rank held AutoZone as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.