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Lyell Wealth Management’s AutoZone AZO Stock Holding History

Lyell Wealth 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
Q2 		$201K Hold
63
– – 0.01% 226
2026
Q1 		$213K Hold
63
– – 0.02% 208
2025
Q4 		$214K Buy
63
+3
+5% +$11.3K 0.02% 205
2025
Q3 		$257K Hold
60
– – 0.02% 193
2025
Q2 		$223K Hold
60
– – 0.02% 204
2025
Q1 		$229K Buy
+60
New +$207K 0.02% 193

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

Lyell Wealth Management's AZO Position: Q2 2026 in Review

Lyell Wealth Management held its AutoZone (AZO) position steady in Q2 2026 at 63 shares worth $201K. The position accounts for 0.01% of the portfolio, ranked #226.

Lyell Wealth Management first reported a position in AZO in Q1 2025 and has held it in 6 quarters since. The position peaked at $257K in Q3 2025. 1,270 funds tracked by Wall St. Rank hold AZO as of Q2 2026.

  • Lyell Wealth Management held 63 shares of AutoZone worth $201K as of Q2 2026.
  • Lyell Wealth Management left its AutoZone share count unchanged in Q2 2026.
  • AutoZone made up 0.01% of Lyell Wealth Management's portfolio in Q2 2026, its #226 holding.
  • Lyell Wealth Management first reported a position in AutoZone in Q1 2025 and has held it in 6 quarters since.
  • Lyell Wealth Management's AutoZone position peaked at $257K in Q3 2025.
  • 1,270 funds tracked by Wall St. Rank held AutoZone as of Q2 2026.

Based on Lyell Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.