IFG
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Independent Financial Group’s AutoZone AZO Stock Holding History

Independent Financial Group’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 		$924K Sell
289
-3
-1% -$9.97K 0.02% 724
2026
Q1 		$986K Buy
292
+2
+0.7% +$7.18K 0.02% 630
2025
Q4 		$984K Sell
290
-8
-3% -$30.2K 0.02% 625
2025
Q3 		$1.28M Buy
298
+14
+5% +$56.2K 0.03% 533
2025
Q2 		$1.05M Buy
284
+6
+2% +$22.1K 0.03% 526
2025
Q1 		$1.06M Buy
278
+11
+4% +$38K 0.04% 464
2024
Q4 		$855K Sell
267
-14
-5% -$44.3K 0.03% 522
2024
Q3 		$885K Buy
281
+19
+7% +$58.3K 0.03% 477
2024
Q2 		$777K Buy
262
+100
+62% +$293K 0.03% 470
2024
Q1 		$511K Buy
162
+13
+9% +$37.2K 0.02% 574
2023
Q4 		$385K Buy
149
+3
+2% +$7.78K 0.02% 638
2023
Q3 		$371K Buy
146
+11
+8% +$27.6K 0.02% 581
2023
Q2 		$337K Hold
135
– – 0.02% 598
2023
Q1 		$332K Sell
135
-1
-0.7% -$2.44K 0.03% 570
2022
Q4 		$335K Buy
136
+40
+42% +$96.7K 0.03% 531
2022
Q3 		$206K Buy
+96
New +$209K 0.02% 661

Other funds holding AZO

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Independent Financial Group's AZO Position: Q2 2026 in Review

Independent Financial Group reduced its AutoZone (AZO) stake by 1% in Q2 2026, selling an estimated $9.97K and leaving 289 shares worth $924K. The position accounts for 0.02% of the portfolio, ranked #724.

Independent Financial Group first reported a position in AZO in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.28M in Q3 2025. 1,264 funds tracked by Wall St. Rank hold AZO as of Q2 2026.

  • Independent Financial Group held 289 shares of AutoZone worth $924K as of Q2 2026.
  • Independent Financial Group sold 3 AutoZone shares in Q2 2026, an estimated $9.97K.
  • AutoZone made up 0.02% of Independent Financial Group's portfolio in Q2 2026, its #724 holding.
  • Independent Financial Group first reported a position in AutoZone in Q3 2022 and has held it in 16 quarters since.
  • Independent Financial Group's AutoZone position peaked at $1.28M in Q3 2025.
  • 1,264 funds tracked by Wall St. Rank held AutoZone as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.