Modern Wealth Management’s AutoZone AZO Stock Holding History

Modern 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	$2.17M	Buy	632 +2	+0.3%	+$7.18K	0.04%	300
2025 Q4	$2.14M	Buy	630 +562	+826%	+$2.12M	0.04%	288
2025 Q3	$292K	Sell	68 -54	-44%	-$217K	0.01%	653
2025 Q2	$453K	Buy	122 +1	+0.8%	+$3.69K	0.01%	502
2025 Q1	$461K	Buy	121 +16	+15%	+$55.2K	0.01%	433
2024 Q4	$336K	Buy	105 +3	+3%	+$9.5K	0.01%	431
2024 Q3	$321K	Sell	102 -11	-10%	-$33.8K	0.02%	330
2024 Q2	$335K	Sell	113 -6	-5%	-$17.6K	0.02%	285
2024 Q1	$375K	Buy	+119	New	+$340K	0.03%	210

Other funds holding AZO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Modern Wealth Management increased its AutoZone (AZO) stake by 0.32% in Q1 2026, buying an estimated $7.18K and bringing the position to 632 shares worth $2.17M. The position accounts for 0.04% of the portfolio, ranked #300.

Modern Wealth Management first reported a position in AZO in Q1 2024 and has held it in 9 quarters since. 1,291 funds tracked by Wall St. Rank hold AZO as of Q1 2026.

Modern Wealth Management held 632 shares of AutoZone worth $2.17M as of Q1 2026.
Modern Wealth Management bought 2 AutoZone shares in Q1 2026, an estimated $7.18K.
AutoZone made up 0.04% of Modern Wealth Management's portfolio in Q1 2026, its #300 holding.
Modern Wealth Management first reported a position in AutoZone in Q1 2024 and has held it in 9 quarters since.
1,291 funds tracked by Wall St. Rank held AutoZone as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.