Institute for Wealth Management’s AutoZone AZO Stock Holding History

Institute for Wealth 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	$280K	Hold	83	–	–	0.03%	444
2025 Q4	$281K	Sell	83 -2	-2%	-$7.56K	0.03%	448
2025 Q3	$363K	Hold	85	–	–	0.04%	401
2025 Q2	$314K	Hold	85	–	–	0.04%	426
2025 Q1	$323K	Hold	85	–	–	0.04%	393
2024 Q4	$271K	Hold	85	–	–	0.03%	421
2024 Q3	$267K	Buy	85 +1	+1%	+$3.07K	0.03%	447
2024 Q2	$250K	Buy	+84	New	+$246K	0.03%	433
2022 Q3	–	Sell	-277	Closed	-$595K	–	462
2022 Q2	$595K	Sell	277 -13	-4%	-$26.7K	0.12%	228
2022 Q1	$594K	Buy	+290	New	+$567K	0.1%	258

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

Institute for Wealth Management's AZO Position: Q1 2026 in Review

Institute for Wealth Management held its AutoZone (AZO) position steady in Q1 2026 at 83 shares worth $280K. The position accounts for 0.03% of the portfolio, ranked #444.

Institute for Wealth Management first reported a position in AZO in Q1 2022 and has held it in 10 quarters since. The position peaked at $595K in Q2 2022. 1,291 funds tracked by Wall St. Rank hold AZO as of Q1 2026.

Institute for Wealth Management held 83 shares of AutoZone worth $280K as of Q1 2026.
Institute for Wealth Management left its AutoZone share count unchanged in Q1 2026.
AutoZone made up 0.03% of Institute for Wealth Management's portfolio in Q1 2026, its #444 holding.
Institute for Wealth Management first reported a position in AutoZone in Q1 2022 and has held it in 10 quarters since.
Institute for Wealth Management's AutoZone position peaked at $595K in Q2 2022.
1,291 funds tracked by Wall St. Rank held AutoZone as of Q1 2026.

Based on Institute for Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.