MW
AZO icon

Marcum Wealth’s AutoZone AZO Stock Holding History

Marcum 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
2025
Q1 		$221K Buy
+58
New +$200K 0.02% 347

Other funds holding AZO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Marcum Wealth's AZO Position: Q1 2025 in Review

Marcum Wealth opened a new position in AutoZone (AZO) in Q1 2025: 58 shares worth $221K. The stake represents 0.02% of the portfolio and ranks #347 among its holdings.

1,269 funds tracked by Wall St. Rank hold AZO as of Q1 2025.

  • Marcum Wealth held 58 shares of AutoZone worth $221K as of Q1 2025.
  • AutoZone was a new Marcum Wealth position in Q1 2025.
  • AutoZone made up 0.02% of Marcum Wealth's portfolio in Q1 2025, its #347 holding.
  • 1,269 funds tracked by Wall St. Rank held AutoZone as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.