Key Financial Inc’s AutoZone AZO Stock Holding History

Key Financial Inc’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	$233K	Buy	69 +4	+6%	+$14.4K	0.04%	270
2025 Q4	$220K	Hold	65	–	–	0.04%	273
2025 Q3	$276K	Hold	65	–	–	0.05%	242
2025 Q2	$241K	Hold	65	–	–	0.05%	250
2025 Q1	$248K	Hold	65	–	–	0.05%	229
2024 Q4	$208K	Hold	65	–	–	0.05%	249
2024 Q3	$205K	Hold	65	–	–	0.05%	248
2024 Q2	$193K	Buy	65 +28	+76%	+$82K	0.05%	250
2024 Q1	$117K	Hold	37	–	–	0.03%	293
2023 Q4	$95.7K	Hold	37	–	–	0.03%	318
2023 Q3	$94K	Hold	37	–	–	0.03%	307
2023 Q2	$92.3K	Buy	37 +3	+9%	+$7.65K	0.03%	313
2023 Q1	$83.6K	Hold	34	–	–	0.03%	320
2022 Q4	$72.8K	Hold	34	–	–	0.03%	304
2022 Q3	$73K	Hold	34	–	–	0.03%	307
2022 Q2	$73K	Hold	34	–	–	0.04%	295
2022 Q1	$70K	Hold	34	–	–	0.03%	314
2021 Q4	$71K	Hold	34	–	–	0.04%	291
2021 Q3	$58K	Hold	34	–	–	0.03%	324
2021 Q2	$55K	Hold	34	–	–	0.03%	341
2021 Q1	$48K	Hold	34	–	–	0.03%	278
2020 Q4	$40K	Buy	+34	New	+$39.4K	0.03%	277
2020 Q2	–	Sell	-34	Closed	-$30K	–	135
2020 Q1	$30K	Buy	+34	New	+$35.3K	0.03%	277

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

Key Financial Inc's AZO Position: Q1 2026 in Review

Key Financial Inc increased its AutoZone (AZO) stake by 6.2% in Q1 2026, buying an estimated $14.4K and bringing the position to 69 shares worth $233K. The position accounts for 0.04% of the portfolio, ranked #270.

Key Financial Inc first reported a position in AZO in Q1 2020 and has held it in 23 quarters since. The position peaked at $276K in Q3 2025. 1,291 funds tracked by Wall St. Rank hold AZO as of Q1 2026.

Key Financial Inc held 69 shares of AutoZone worth $233K as of Q1 2026.
Key Financial Inc bought 4 AutoZone shares in Q1 2026, an estimated $14.4K.
AutoZone made up 0.04% of Key Financial Inc's portfolio in Q1 2026, its #270 holding.
Key Financial Inc first reported a position in AutoZone in Q1 2020 and has held it in 23 quarters since.
Key Financial Inc's AutoZone position peaked at $276K in Q3 2025.
1,291 funds tracked by Wall St. Rank held AutoZone as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.