IWC
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Integrated Wealth Concepts’s AutoZone AZO Stock Holding History

Integrated Wealth Concepts’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 		$1.34M Buy
395
+142
+56% +$510K 0.01% 954
2025
Q4 		$857K Sell
253
-288
-53% -$1.09M 0.01% 841
2025
Q3 		$2.32M Buy
541
+92
+20% +$369K 0.02% 617
2025
Q2 		$1.67M Buy
449
+209
+87% +$770K 0.02% 682
2025
Q1 		$916K Sell
240
-17
-7% -$58.7K 0.01% 869
2024
Q4 		$824K Buy
257
+6
+2% +$19K 0.01% 904
2024
Q3 		$791K Sell
251
-7
-3% -$21.5K 0.01% 895
2024
Q2 		$765K Sell
258
-25
-9% -$73.2K 0.01% 875
2024
Q1 		$892K Buy
283
+3
+1% +$8.57K 0.01% 809
2023
Q4 		$724K Buy
280
+31
+12% +$80.4K 0.01% 849
2023
Q3 		$633K Hold
249
– – 0.01% 882
2023
Q2 		$621K Buy
249
+101
+68% +$258K 0.01% 891
2023
Q1 		$364K Buy
148
+18
+14% +$43.9K 0.01% 975
2022
Q4 		$321K Buy
130
+15
+13% +$36.3K 0.01% 796
2022
Q3 		$247K Sell
115
-16
-12% -$34.9K 0.01% 803
2022
Q2 		$282K Buy
131
+26
+25% +$53.5K 0.01% 776
2022
Q1 		$215K Buy
+105
New +$205K 0.01% 855
2021
Q4 		– Sell
-157
Closed -$267K – 983
2021
Q3 		$267K Buy
+157
New +$252K 0.01% 786

Other funds holding AZO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Integrated Wealth Concepts's AZO Position: Q1 2026 in Review

Integrated Wealth Concepts increased its AutoZone (AZO) stake by 56% in Q1 2026, buying an estimated $510K and bringing the position to 395 shares worth $1.34M. The position accounts for 0.01% of the portfolio, ranked #954.

Integrated Wealth Concepts first reported a position in AZO in Q3 2021 and has held it in 18 quarters since. The position peaked at $2.32M in Q3 2025. 1,291 funds tracked by Wall St. Rank hold AZO as of Q1 2026.

  • Integrated Wealth Concepts held 395 shares of AutoZone worth $1.34M as of Q1 2026.
  • Integrated Wealth Concepts bought 142 AutoZone shares in Q1 2026, an estimated $510K.
  • AutoZone made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #954 holding.
  • Integrated Wealth Concepts first reported a position in AutoZone in Q3 2021 and has held it in 18 quarters since.
  • Integrated Wealth Concepts's AutoZone position peaked at $2.32M in Q3 2025.
  • 1,291 funds tracked by Wall St. Rank held AutoZone as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.