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Evelyn Partners Investment Management’s AutoZone AZO Stock Holding History

Evelyn Partners Investment Management’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 		$38.1M Buy
11,290
+825
+8% +$2.96M 1.04% 22
2025
Q4 		$35.5M Buy
10,465
+723
+7% +$2.73M 0.98% 26
2025
Q3 		$41.8M Buy
9,742
+707
+8% +$2.84M 1.19% 19
2025
Q2 		$33.5M Buy
9,035
+1,506
+20% +$5.55M 1.03% 25
2025
Q1 		$28.7M Buy
7,529
+486
+7% +$1.68M 0.96% 27
2024
Q4 		$22.6M Buy
+7,043
New +$22.3M 0.73% 37

Other funds holding AZO

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

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

Evelyn Partners Investment Management increased its AutoZone (AZO) stake by 7.9% in Q1 2026, buying an estimated $2.96M and bringing the position to 11,290 shares worth $38.1M. The position accounts for 1.04% of the portfolio, ranked #22.

Evelyn Partners Investment Management first reported a position in AZO in Q4 2024 and has held it in 6 quarters since. The position peaked at $41.8M in Q3 2025. 1,295 funds tracked by Wall St. Rank hold AZO as of Q1 2026.

  • Evelyn Partners Investment Management held 11,290 shares of AutoZone worth $38.1M as of Q1 2026.
  • Evelyn Partners Investment Management bought 825 AutoZone shares in Q1 2026, an estimated $2.96M.
  • AutoZone made up 1.04% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #22 holding.
  • Evelyn Partners Investment Management first reported a position in AutoZone in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management's AutoZone position peaked at $41.8M in Q3 2025.
  • 1,295 funds tracked by Wall St. Rank held AutoZone as of Q1 2026.

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