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Lummis Asset Management’s AutoZone AZO Stock Holding History

Lummis Asset Management’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 		$16.9K Hold
5
– – 0.01% 114
2025
Q4 		$17K Hold
5
– – 0.01% 107
2025
Q3 		$21.5K Hold
5
– – 0.01% 105
2025
Q2 		$18.6K Hold
5
– – 0.01% 103
2025
Q1 		$19.1K Hold
5
– – 0.01% 103
2024
Q4 		$16K Hold
5
– – 0.02% 80
2024
Q3 		$15.8K Hold
5
– – 0.02% 89
2024
Q2 		$14.8K Hold
5
– – 0.02% 84
2024
Q1 		$15.8K Hold
5
– – 0.02% 82
2023
Q4 		$12.9K Buy
+5
New +$13K 0.01% 113

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

Lummis Asset Management's AZO Position: Q1 2026 in Review

Lummis Asset Management held its AutoZone (AZO) position steady in Q1 2026 at 5 shares worth $16.9K. The position accounts for 0.01% of the portfolio, ranked #114.

Lummis Asset Management first reported a position in AZO in Q4 2023 and has held it in 10 quarters since. The position peaked at $21.5K in Q3 2025. 1,291 funds tracked by Wall St. Rank hold AZO as of Q1 2026.

  • Lummis Asset Management held 5 shares of AutoZone worth $16.9K as of Q1 2026.
  • Lummis Asset Management left its AutoZone share count unchanged in Q1 2026.
  • AutoZone made up 0.01% of Lummis Asset Management's portfolio in Q1 2026, its #114 holding.
  • Lummis Asset Management first reported a position in AutoZone in Q4 2023 and has held it in 10 quarters since.
  • Lummis Asset Management's AutoZone position peaked at $21.5K in Q3 2025.
  • 1,291 funds tracked by Wall St. Rank held AutoZone as of Q1 2026.

Based on Lummis Asset Management's 13F filing for Q1 2026, filed 11 May 2026.