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 Q2	$297K	Buy	93 +10	+12%	+$33.2K	0.03%	427
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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Institute for Wealth Management's AZO Position: Q2 2026 in Review

Institute for Wealth Management increased its AutoZone (AZO) stake by 12% in Q2 2026, buying an estimated $33.2K and bringing the position to 93 shares worth $297K. The position accounts for 0.03% of the portfolio, ranked #427.

Institute for Wealth Management first reported a position in AZO in Q1 2022 and has held it in 11 quarters since. The position peaked at $595K in Q2 2022. 1,271 funds tracked by Wall St. Rank hold AZO as of Q2 2026.

Institute for Wealth Management held 93 shares of AutoZone worth $297K as of Q2 2026.
Institute for Wealth Management bought 10 AutoZone shares in Q2 2026, an estimated $33.2K.
AutoZone made up 0.03% of Institute for Wealth Management's portfolio in Q2 2026, its #427 holding.
Institute for Wealth Management first reported a position in AutoZone in Q1 2022 and has held it in 11 quarters since.
Institute for Wealth Management's AutoZone position peaked at $595K in Q2 2022.
1,271 funds tracked by Wall St. Rank held AutoZone as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.