Evelyn Partners Investment Management Services’s AutoZone AZO Stock Holding History

Evelyn Partners Investment Management 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	$4.97M	Sell	1,471 -33	-2%	-$118K	0.58%	44
2025 Q4	$5.1M	Buy	1,504 +109	+8%	+$412K	0.64%	41
2025 Q3	$5.98M	Buy	1,395 +189	+16%	+$758K	0.8%	36
2025 Q2	$4.48M	Buy	1,206 +242	+25%	+$892K	0.67%	43
2025 Q1	$3.68M	Buy	964 +222	+30%	+$766K	0.6%	45
2024 Q4	$2.38M	Buy	+742	New	+$2.35M	0.41%	52

Other funds holding AZO

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Evelyn Partners Investment Management Services's AZO Position: Q1 2026 in Review

Evelyn Partners Investment Management Services reduced its AutoZone (AZO) stake by 2.2% in Q1 2026, selling an estimated $118K and leaving 1,471 shares worth $4.97M. The position accounts for 0.58% of the portfolio, ranked #44.

Evelyn Partners Investment Management Services first reported a position in AZO in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.98M in Q3 2025. 1,295 funds tracked by Wall St. Rank hold AZO as of Q1 2026.

Evelyn Partners Investment Management Services held 1,471 shares of AutoZone worth $4.97M as of Q1 2026.
Evelyn Partners Investment Management Services sold 33 AutoZone shares in Q1 2026, an estimated $118K.
AutoZone made up 0.58% of Evelyn Partners Investment Management Services's portfolio in Q1 2026, its #44 holding.
Evelyn Partners Investment Management Services first reported a position in AutoZone in Q4 2024 and has held it in 6 quarters since.
Evelyn Partners Investment Management Services's AutoZone position peaked at $5.98M in Q3 2025.
1,295 funds tracked by Wall St. Rank held AutoZone as of Q1 2026.

Based on Evelyn Partners Investment Management Services's 13F filing for Q1 2026, filed 15 May 2026.