Estate Planners Group’s AutoZone AZO Stock Holding History

Estate Planners 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	–	Sell	-16	Closed	-$63.3K	–	108
2025 Q4	$63.3K	Buy	+16	New	+$60.4K	0.03%	125

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

Estate Planners Group's AZO Position: Q1 2026 in Review

Estate Planners Group sold out of AutoZone (AZO) in Q1 2026, closing a stake of 16 shares — an estimated $63.3K sold.

Estate Planners Group first reported a position in AZO in Q4 2025 and held it in 1 quarter. The position peaked at $63.3K in Q4 2025. 1,291 funds tracked by Wall St. Rank hold AZO as of Q1 2026.

Estate Planners Group reported no remaining AutoZone position as of Q1 2026 after selling out during the quarter.
Estate Planners Group sold 16 AutoZone shares in Q1 2026, an estimated $63.3K.
Estate Planners Group first reported a position in AutoZone in Q4 2025 and held it in 1 quarter.
Estate Planners Group's AutoZone position peaked at $63.3K in Q4 2025.
1,291 funds tracked by Wall St. Rank held AutoZone as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.