PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s AutoZone AZO Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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	$28.9K	Sell	9 -15	-63%	-$49.8K	0.01%	377
2026 Q1	$83.5K	Buy	24 +1	+4%	+$3.59K	0.02%	247
2025 Q4	$80.5K	Hold	23	–	–	0.02%	253
2025 Q3	$102K	Sell	23 -2	-8%	-$8.02K	0.03%	210
2025 Q2	$94.3K	Buy	25 +5	+25%	+$18.4K	0.03%	205
2025 Q1	$77.7K	Buy	20 +4	+25%	+$13.8K	0.03%	217
2024 Q4	$52.5K	Buy	+16	New	+$50.7K	0.02%	256

Other funds holding AZO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s AZO Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. reduced its AutoZone (AZO) stake by 63% in Q2 2026, selling an estimated $49.8K and leaving 9 shares worth $28.9K. The position accounts for 0.01% of the portfolio, ranked #377.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in AZO in Q4 2024 and has held it in 7 quarters since. The position peaked at $102K in Q3 2025. 721 funds tracked by Wall St. Rank hold AZO as of Q2 2026.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 9 shares of AutoZone worth $28.9K as of Q2 2026.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 15 AutoZone shares in Q2 2026, an estimated $49.8K.
AutoZone made up 0.01% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #377 holding.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in AutoZone in Q4 2024 and has held it in 7 quarters since.
PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s AutoZone position peaked at $102K in Q3 2025.
721 funds tracked by Wall St. Rank held AutoZone as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.