Independent Advisor Alliance’s AutoZone AZO Stock Holding History

Independent Advisor Alliance’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	$1.37M	Sell	407 -7	-2%	-$25.1K	0.01%	677
2025 Q4	$1.4M	Buy	414 +29	+8%	+$110K	0.03%	378
2025 Q3	$1.65M	Buy	385 +39	+11%	+$156K	0.04%	335
2025 Q2	$1.28M	Buy	346 +42	+14%	+$155K	0.04%	360
2025 Q1	$1.16M	Sell	304 -15	-5%	-$51.8K	0.04%	347
2024 Q4	$1.02M	Buy	319 +48	+18%	+$152K	0.01%	724
2024 Q3	$854K	Buy	271 +27	+11%	+$82.9K	0.03%	356
2024 Q2	$723K	Buy	244 +24	+11%	+$70.3K	0.02%	388
2024 Q1	$693K	Buy	220 +131	+147%	+$374K	0.03%	387
2023 Q4	$230K	Sell	89 -1	-1%	-$2.59K	0.01%	610
2023 Q3	$229K	Hold	90	–	–	0.01%	585
2023 Q2	$224K	Buy	90 +3	+3%	+$7.65K	0.01%	591
2023 Q1	$214K	Buy	+87	New	+$212K	0.01%	602

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

Independent Advisor Alliance's AZO Position: Q1 2026 in Review

Independent Advisor Alliance reduced its AutoZone (AZO) stake by 1.7% in Q1 2026, selling an estimated $25.1K and leaving 407 shares worth $1.37M. The position accounts for 0.01% of the portfolio, ranked #677.

Independent Advisor Alliance first reported a position in AZO in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.65M in Q3 2025. 1,291 funds tracked by Wall St. Rank hold AZO as of Q1 2026.

Independent Advisor Alliance held 407 shares of AutoZone worth $1.37M as of Q1 2026.
Independent Advisor Alliance sold 7 AutoZone shares in Q1 2026, an estimated $25.1K.
AutoZone made up 0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #677 holding.
Independent Advisor Alliance first reported a position in AutoZone in Q1 2023 and has held it in 13 quarters since.
Independent Advisor Alliance's AutoZone position peaked at $1.65M in Q3 2025.
1,291 funds tracked by Wall St. Rank held AutoZone as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.