IP
AZO icon

Isthmus Partners’s AutoZone AZO Stock Holding History

Isthmus Partners’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 		$14M Buy
4,368
+37
+0.9% +$123K 1.35% 23
2026
Q1 		$14.6M Sell
4,331
-88
-2% -$316K 1.53% 18
2025
Q4 		$15M Buy
+4,419
New +$16.7M 1.66% 17
2025
Q3 		– Sell
-4,626
Closed -$17.2M – 185
2025
Q2 		$17.2M Sell
4,626
-138
-3% -$509K 2.01% 7
2025
Q1 		$18.2M Sell
4,764
-75
-2% -$259K 2.27% 4
2024
Q4 		$15.5M Sell
4,839
-48
-1% -$152K 1.88% 9
2024
Q3 		$15.4M Sell
4,887
-30
-0.6% -$92.1K 1.83% 15
2024
Q2 		$14.6M Sell
4,917
-96
-2% -$281K 1.72% 8
2024
Q1 		$15.8M Sell
5,013
-180
-3% -$514K 1.79% 9
2023
Q4 		$13.4M Buy
5,193
+109
+2% +$283K 1.75% 12
2023
Q3 		$12.9M Sell
5,084
-40
-0.8% -$100K 1.86% 10
2023
Q2 		$12.8M Sell
5,124
-82
-2% -$209K 1.74% 11
2023
Q1 		$12.8M Sell
5,206
-105
-2% -$256K 1.8% 7
2022
Q4 		$13.1M Sell
5,311
-149
-3% -$360K 1.97% 3
2022
Q3 		$11.7M Sell
5,460
-1,676
-23% -$3.65M 2.01% 4
2022
Q2 		$15.3M Sell
7,136
-254
-3% -$522K 2.86% 1
2022
Q1 		$15.1M Sell
7,390
-21
-0.3% -$41K 2.48% 2
2021
Q4 		$15.5M Sell
7,411
-155
-2% -$289K 2.6% 2
2021
Q3 		$12.8M Sell
7,566
-32
-0.4% -$51.3K 2.33% 2
2021
Q2 		$11.3M Buy
+7,598
New +$11M 2% 5

Other funds holding AZO

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Isthmus Partners's AZO Position: Q2 2026 in Review

Isthmus Partners increased its AutoZone (AZO) stake by 0.85% in Q2 2026, buying an estimated $123K and bringing the position to 4,368 shares worth $14M. The position accounts for 1.35% of the portfolio, ranked #23.

Isthmus Partners first reported a position in AZO in Q2 2021 and has held it in 20 quarters since. The position peaked at $18.2M in Q1 2025. 321 funds tracked by Wall St. Rank hold AZO as of Q2 2026.

  • Isthmus Partners held 4,368 shares of AutoZone worth $14M as of Q2 2026.
  • Isthmus Partners bought 37 AutoZone shares in Q2 2026, an estimated $123K.
  • AutoZone made up 1.35% of Isthmus Partners's portfolio in Q2 2026, its #23 holding.
  • Isthmus Partners first reported a position in AutoZone in Q2 2021 and has held it in 20 quarters since.
  • Isthmus Partners's AutoZone position peaked at $18.2M in Q1 2025.
  • 321 funds tracked by Wall St. Rank held AutoZone as of Q2 2026.

Based on Isthmus Partners's 13F filing for Q2 2026, filed 20 Jul 2026.