JSF Financial’s AutoZone AZO Stock Holding History

JSF Financial’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	$351K	Hold	104	–	–	0.07%	98
2025 Q4	$353K	Sell	104 -3	-3%	-$11.3K	0.07%	97
2025 Q3	$459K	Hold	107	–	–	0.1%	87
2025 Q2	$397K	Hold	107	–	–	0.09%	91
2025 Q1	$408K	Sell	107 -1	-0.9%	-$3.45K	0.11%	89
2024 Q4	$346K	Sell	108 -1	-0.9%	-$3.17K	0.09%	97
2024 Q3	$343K	Buy	109 +2	+2%	+$6.14K	0.1%	86
2024 Q2	$317K	Sell	107 -1	-0.9%	-$2.93K	0.1%	89
2024 Q1	$340K	Hold	108	–	–	0.11%	87
2023 Q4	$279K	Sell	108 -4	-4%	-$10.4K	0.1%	89
2023 Q3	$284K	Sell	112 -11	-9%	-$27.6K	0.11%	85
2023 Q2	$307K	Sell	123 -2	-2%	-$5.1K	0.11%	81
2023 Q1	$307K	Buy	125 +10	+9%	+$24.4K	0.11%	92
2022 Q4	$284K	Buy	115 +14	+14%	+$33.8K	0.11%	92
2022 Q3	$216K	Buy	+101	New	+$220K	0.08%	94

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

JSF Financial's AZO Position: Q1 2026 in Review

JSF Financial held its AutoZone (AZO) position steady in Q1 2026 at 104 shares worth $351K. The position accounts for 0.07% of the portfolio, ranked #98.

JSF Financial first reported a position in AZO in Q3 2022 and has held it in 15 quarters since. The position peaked at $459K in Q3 2025. 1,291 funds tracked by Wall St. Rank hold AZO as of Q1 2026.

JSF Financial held 104 shares of AutoZone worth $351K as of Q1 2026.
JSF Financial left its AutoZone share count unchanged in Q1 2026.
AutoZone made up 0.07% of JSF Financial's portfolio in Q1 2026, its #98 holding.
JSF Financial first reported a position in AutoZone in Q3 2022 and has held it in 15 quarters since.
JSF Financial's AutoZone position peaked at $459K in Q3 2025.
1,291 funds tracked by Wall St. Rank held AutoZone as of Q1 2026.

Based on JSF Financial's 13F filing for Q1 2026, filed 7 May 2026.