KW
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KWB Wealth’s AutoZone AZO Stock Holding History

KWB Wealth’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 		– Sell
-85
Closed -$288K – 167
2025
Q4 		$288K Buy
+85
New +$321K 0.03% 154

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

KWB Wealth's AZO Position: Q1 2026 in Review

KWB Wealth sold out of AutoZone (AZO) in Q1 2026, closing a stake of 85 shares — an estimated $288K sold.

KWB Wealth first reported a position in AZO in Q4 2025 and held it in 1 quarter. The position peaked at $288K in Q4 2025. 1,291 funds tracked by Wall St. Rank hold AZO as of Q1 2026.

  • KWB Wealth reported no remaining AutoZone position as of Q1 2026 after selling out during the quarter.
  • KWB Wealth sold 85 AutoZone shares in Q1 2026, an estimated $288K.
  • KWB Wealth first reported a position in AutoZone in Q4 2025 and held it in 1 quarter.
  • KWB Wealth's AutoZone position peaked at $288K in Q4 2025.
  • 1,291 funds tracked by Wall St. Rank held AutoZone as of Q1 2026.

Based on KWB Wealth's 13F filing for Q1 2026, filed 8 Apr 2026.