Marshfield Associates’s AutoZone AZO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $557M | Sell |
165,033
-9,885
| -6% | -$35.5M | 11.16% | 1 |
|
|
2025
Q4 | $593M | Buy |
174,918
+2,586
| +2% | +$9.77M | 10.4% | 1 |
|
|
2025
Q3 | $739M | Buy |
172,332
+5,293
| +3% | +$21.2M | 12.79% | 1 |
|
|
2025
Q2 | $620M | Sell |
167,039
-2,770
| -2% | -$10.2M | 12.68% | 1 |
|
|
2025
Q1 | $647M | Sell |
169,809
-471
| -0.3% | -$1.63M | 14.03% | 1 |
|
|
2024
Q4 | $545M | Buy |
170,280
+694
| +0.4% | +$2.2M | 11.82% | 2 |
|
|
2024
Q3 | $534M | Buy |
169,586
+796
| +0.5% | +$2.44M | 11.34% | 2 |
|
|
2024
Q2 | $500M | Buy |
168,790
+338
| +0.2% | +$989K | 11.06% | 2 |
|
|
2024
Q1 | $531M | Sell |
168,452
-477
| -0.3% | -$1.36M | 10.89% | 2 |
|
|
2023
Q4 | $437M | Buy |
168,929
+20,316
| +14% | +$52.7M | 8.87% | 2 |
|
|
2023
Q3 | $377M | Buy |
148,613
+3,948
| +3% | +$9.91M | 9.34% | 3 |
|
|
2023
Q2 | $361M | Buy |
144,665
+7,017
| +5% | +$17.9M | 9.38% | 3 |
|
|
2023
Q1 | $338M | Sell |
137,648
-147
| -0.1% | -$359K | 9.94% | 3 |
|
|
2022
Q4 | $340M | Sell |
137,795
-87
| -0.1% | -$210K | 10.46% | 3 |
|
|
2022
Q3 | $295M | Sell |
137,882
-2,220
| -2% | -$4.84M | 11.12% | 1 |
|
|
2022
Q2 | $301M | Sell |
140,102
-2,855
| -2% | -$5.87M | 11.38% | 1 |
|
|
2022
Q1 | $292M | Sell |
142,957
-207
| -0.1% | -$405K | 11.45% | 1 |
|
|
2021
Q4 | $300M | Sell |
143,164
-673
| -0.5% | -$1.25M | 11.89% | 1 |
|
|
2021
Q3 | $244M | Sell |
143,837
-1,678
| -1% | -$2.69M | 10.66% | 2 |
|
|
2021
Q2 | $217M | Buy |
145,515
+7,105
| +5% | +$10.3M | 8.92% | 4 |
|
|
2021
Q1 | $194M | Sell |
138,410
-1,771
| -1% | -$2.19M | 9.11% | 4 |
|
|
2020
Q4 | $166M | Sell |
140,181
-5,105
| -4% | -$5.91M | 7.74% | 6 |
|
|
2020
Q3 | $171M | Sell |
145,286
-808
| -0.6% | -$955K | 8.22% | 4 |
|
|
2020
Q2 | $165M | Sell |
146,094
-75
| -0.1% | -$79K | 8.55% | 2 |
|
|
2020
Q1 | $124M | Buy |
146,169
+10,432
| +8% | +$10.8M | 7.62% | 3 |
|
|
2019
Q4 | $162M | Buy |
135,737
+18,166
| +15% | +$21M | 8.43% | 3 |
|
|
2019
Q3 | $128M | Sell |
117,571
-1
| -0% | -$1.12K | 8.01% | 3 |
|
|
2019
Q2 | $129M | Sell |
117,572
-1,996
| -2% | -$2.1M | 8.26% | 3 |
|
|
2019
Q1 | $122M | Sell |
119,568
-282
| -0.2% | -$253K | 7.49% | 4 |
|
|
2018
Q4 | $100M | Sell |
119,850
-2,247
| -2% | -$1.8M | 7.26% | 4 |
|
|
2018
Q3 | $94.7M | Sell |
122,097
-3,398
| -3% | -$2.5M | 6.07% | 7 |
|
|
2018
Q2 | $84.2M | Sell |
125,495
-481
| -0.4% | -$310K | 5.59% | 8 |
|
|
2018
Q1 | $81.7M | Sell |
125,976
-2,084
| -2% | -$1.49M | 5.48% | 9 |
|
|
2017
Q4 | $91.1M | Sell |
128,060
-1,632
| -1% | -$1.04M | 5.95% | 6 |
|
|
2017
Q3 | $77.2M | Buy |
129,692
+54,749
| +73% | +$29.2M | 5.12% | 7 |
|
|
2017
Q2 | $42.8M | Buy |
+74,943
| New | +$48.8M | 3.19% | 17 |
|
Other funds holding AZO
VCM
VPM
Marshfield Associates's AZO Position: Q1 2026 in Review
Marshfield Associates reduced its AutoZone (AZO) stake by 5.7% in Q1 2026, selling an estimated $35.5M and leaving 165,033 shares worth $557M. The position accounts for 11.16% of the portfolio, ranked #1.
Marshfield Associates first reported a position in AZO in Q2 2017 and has held it in 36 quarters since. The position peaked at $739M in Q3 2025. 1,291 funds tracked by Wall St. Rank hold AZO as of Q1 2026.
- Marshfield Associates held 165,033 shares of AutoZone worth $557M as of Q1 2026.
- Marshfield Associates sold 9,885 AutoZone shares in Q1 2026, an estimated $35.5M.
- AutoZone made up 11.16% of Marshfield Associates's portfolio in Q1 2026, its #1 holding.
- Marshfield Associates first reported a position in AutoZone in Q2 2017 and has held it in 36 quarters since.
- Marshfield Associates's AutoZone position peaked at $739M in Q3 2025.
- 1,291 funds tracked by Wall St. Rank held AutoZone as of Q1 2026.
Based on Marshfield Associates's 13F filing for Q1 2026, filed 15 May 2026.