Forum Financial Management’s AutoZone AZO Stock Holding History

Forum Financial 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	–	Sell	-128	Closed	-$435K	–	399
2025 Q4	$435K	Sell	128 -7	-5%	-$26.4K	0.01%	548
2025 Q3	$580K	Buy	135 +18	+15%	+$72.2K	0.01%	398
2025 Q2	$435K	Sell	117 -12	-9%	-$44.2K	0.01%	471
2025 Q1	$493K	Buy	+129	New	+$445K	0.01%	379
2024 Q4	–	Sell	-135	Closed	-$425K	–	926
2024 Q3	$425K	Hold	135	–	–	0.01%	382
2024 Q2	$400K	Hold	135	–	–	0.01%	384
2024 Q1	$425K	Buy	135 +1	+0.7%	+$2.86K	0.01%	376
2023 Q4	$346K	Hold	134	–	–	0.01%	400
2023 Q3	$340K	Hold	134	–	–	0.01%	385
2023 Q2	$334K	Buy	134 +2	+2%	+$5.1K	0.01%	399
2023 Q1	$324K	Hold	132	–	–	0.01%	379
2022 Q4	$326K	Hold	132	–	–	0.01%	366
2022 Q3	$283K	Hold	132	–	–	0.01%	366
2022 Q2	$284K	Buy	132 +9	+7%	+$18.5K	0.01%	371
2022 Q1	$251K	Buy	123 +12	+11%	+$23.5K	0.01%	472
2021 Q4	$233K	Buy	+111	New	+$207K	0.01%	541

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

Forum Financial Management's AZO Position: Q1 2026 in Review

Forum Financial Management sold out of AutoZone (AZO) in Q1 2026, closing a stake of 128 shares — an estimated $435K sold.

Forum Financial Management first reported a position in AZO in Q4 2021 and held it in 16 quarters. The position peaked at $580K in Q3 2025. 1,291 funds tracked by Wall St. Rank hold AZO as of Q1 2026.

Forum Financial Management reported no remaining AutoZone position as of Q1 2026 after selling out during the quarter.
Forum Financial Management sold 128 AutoZone shares in Q1 2026, an estimated $435K.
Forum Financial Management first reported a position in AutoZone in Q4 2021 and held it in 16 quarters.
Forum Financial Management's AutoZone position peaked at $580K in Q3 2025.
1,291 funds tracked by Wall St. Rank held AutoZone as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.