LWM
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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
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

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

Lyell Wealth Management's AZO Position: Q1 2026 in Review

Lyell Wealth Management held its AutoZone (AZO) position steady in Q1 2026 at 63 shares worth $213K. The position accounts for 0.02% of the portfolio, ranked #208.

Lyell Wealth Management first reported a position in AZO in Q1 2025 and has held it in 5 quarters since. The position peaked at $257K in Q3 2025. 1,291 funds tracked by Wall St. Rank hold AZO as of Q1 2026.

  • Lyell Wealth Management held 63 shares of AutoZone worth $213K as of Q1 2026.
  • Lyell Wealth Management left its AutoZone share count unchanged in Q1 2026.
  • AutoZone made up 0.02% of Lyell Wealth Management's portfolio in Q1 2026, its #208 holding.
  • Lyell Wealth Management first reported a position in AutoZone in Q1 2025 and has held it in 5 quarters since.
  • Lyell Wealth Management's AutoZone position peaked at $257K in Q3 2025.
  • 1,291 funds tracked by Wall St. Rank held AutoZone as of Q1 2026.

Based on Lyell Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.