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Legacy Financial Advisors’s AutoZone AZO Stock Holding History

Legacy Financial Advisors’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 		$212K Sell
66
-14
-18% -$46.5K 0.03% 412
2026
Q1 		$271K Buy
80
+14
+21% +$50.2K 0.04% 344
2025
Q4 		$225K Sell
66
-31
-32% -$117K 0.03% 363
2025
Q3 		$416K Buy
97
+23
+31% +$92.3K 0.06% 257
2025
Q2 		$275K Hold
74
– – 0.04% 287
2025
Q1 		$282K Buy
74
+5
+7% +$17.3K 0.05% 283
2024
Q4 		$221K Sell
69
-1
-1% -$3.17K 0.04% 320
2024
Q3 		$221K Sell
70
-4
-5% -$12.3K 0.04% 324
2024
Q2 		$219K Buy
74
+2
+3% +$5.86K 0.04% 307
2024
Q1 		$227K Buy
+72
New +$206K 0.04% 294
2019
Q2 		– Sell
-17
Closed -$17K – 192
2019
Q1 		$17K Buy
17
+3
+21% +$2.69K 0.01% 489
2018
Q4 		$12K Buy
14
+7
+100% +$5.61K ﹤0.01% 513
2018
Q3 		$5K Buy
+7
New +$5.15K ﹤0.01% 673

Other funds holding AZO

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Legacy Financial Advisors's AZO Position: Q2 2026 in Review

Legacy Financial Advisors reduced its AutoZone (AZO) stake by 18% in Q2 2026, selling an estimated $46.5K and leaving 66 shares worth $212K. The position accounts for 0.03% of the portfolio, ranked #412.

Legacy Financial Advisors first reported a position in AZO in Q3 2018 and has held it in 13 quarters since. The position peaked at $416K in Q3 2025. 1,270 funds tracked by Wall St. Rank hold AZO as of Q2 2026.

  • Legacy Financial Advisors held 66 shares of AutoZone worth $212K as of Q2 2026.
  • Legacy Financial Advisors sold 14 AutoZone shares in Q2 2026, an estimated $46.5K.
  • AutoZone made up 0.03% of Legacy Financial Advisors's portfolio in Q2 2026, its #412 holding.
  • Legacy Financial Advisors first reported a position in AutoZone in Q3 2018 and has held it in 13 quarters since.
  • Legacy Financial Advisors's AutoZone position peaked at $416K in Q3 2025.
  • 1,270 funds tracked by Wall St. Rank held AutoZone as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.