Mount Yale Investment Advisors’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 | $603K | Buy |
179
+78
| +77% | +$280K | 0.01% | 662 |
|
|
2025
Q4 | $343K | Sell |
101
-7
| -6% | -$26.4K | 0.02% | 559 |
|
|
2025
Q3 | $463K | Sell |
108
-204
| -65% | -$818K | 0.03% | 432 |
|
|
2025
Q2 | $1.16M | Sell |
312
-4
| -1% | -$14.7K | 0.09% | 191 |
|
|
2025
Q1 | $1.2M | Sell |
316
-5
| -2% | -$17.3K | 0.1% | 171 |
|
|
2024
Q4 | $1.03M | Sell |
321
-10
| -3% | -$31.7K | 0.08% | 194 |
|
|
2024
Q3 | $1.04M | Sell |
331
-20
| -6% | -$61.4K | 0.1% | 189 |
|
|
2024
Q2 | $1.04M | Buy |
351
+83
| +31% | +$243K | 0.08% | 200 |
|
|
2024
Q1 | $845K | Sell |
268
-9
| -3% | -$25.7K | 0.06% | 253 |
|
|
2023
Q4 | $716K | Sell |
277
-44
| -14% | -$114K | 0.07% | 259 |
|
|
2023
Q3 | $815K | Hold |
321
| – | – | 0.09% | 219 |
|
|
2023
Q2 | $800K | Sell |
321
-65
| -17% | -$166K | 0.08% | 233 |
|
|
2023
Q1 | $949K | Sell |
386
-1
| -0.3% | -$2.44K | 0.11% | 192 |
|
|
2022
Q4 | $954K | Sell |
387
-49
| -11% | -$118K | 0.11% | 193 |
|
|
2022
Q3 | $934K | Sell |
436
-63
| -13% | -$137K | 0.12% | 172 |
|
|
2022
Q2 | $1.07M | Buy |
499
+42
| +9% | +$86.4K | 0.14% | 164 |
|
|
2022
Q1 | $934K | Buy |
457
+2
| +0.4% | +$3.91K | 0.1% | 206 |
|
|
2021
Q4 | $954K | Buy |
455
+1
| +0.2% | +$1.86K | 0.1% | 209 |
|
|
2021
Q3 | $771K | Sell |
454
-12
| -3% | -$19.2K | 0.09% | 225 |
|
|
2021
Q2 | $695K | Buy |
466
+38
| +9% | +$55.1K | 0.08% | 229 |
|
|
2021
Q1 | $601K | Sell |
428
-21
| -5% | -$26K | 0.08% | 236 |
|
|
2020
Q4 | $532K | Buy |
449
+30
| +7% | +$34.7K | 0.07% | 248 |
|
|
2020
Q3 | $493K | Buy |
419
+31
| +8% | +$36.6K | 0.07% | 244 |
|
|
2020
Q2 | $438K | Buy |
388
+109
| +39% | +$115K | 0.08% | 240 |
|
|
2020
Q1 | $236K | Sell |
279
-2
| -0.7% | -$2.08K | 0.05% | 257 |
|
|
2019
Q4 | $297K | Buy |
+281
| New | +$325K | 0.05% | 279 |
|
|
2019
Q3 | – | Sell |
-641
| Closed | -$689K | – | 306 |
|
|
2019
Q2 | $689K | Sell |
641
-11
| -2% | -$11.6K | 0.13% | 138 |
|
|
2019
Q1 | $668K | Buy |
652
+94
| +17% | +$84.4K | 0.13% | 136 |
|
|
2018
Q4 | $495K | Sell |
558
-95
| -15% | -$76.1K | 0.1% | 170 |
|
|
2018
Q3 | $516K | Buy |
653
+70
| +12% | +$51.5K | 0.09% | 168 |
|
|
2018
Q2 | $391K | Buy |
583
+135
| +30% | +$87.1K | 0.07% | 213 |
|
|
2018
Q1 | $291K | Buy |
+448
| New | +$321K | 0.06% | 244 |
|
Other funds holding AZO
VCM
VPM
Mount Yale Investment Advisors's AZO Position: Q1 2026 in Review
Mount Yale Investment Advisors increased its AutoZone (AZO) stake by 77% in Q1 2026, buying an estimated $280K and bringing the position to 179 shares worth $603K. The position accounts for 0.01% of the portfolio, ranked #662.
Mount Yale Investment Advisors first reported a position in AZO in Q1 2018 and has held it in 32 quarters since. The position peaked at $1.2M in Q1 2025. 1,291 funds tracked by Wall St. Rank hold AZO as of Q1 2026.
- Mount Yale Investment Advisors held 179 shares of AutoZone worth $603K as of Q1 2026.
- Mount Yale Investment Advisors bought 78 AutoZone shares in Q1 2026, an estimated $280K.
- AutoZone made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #662 holding.
- Mount Yale Investment Advisors first reported a position in AutoZone in Q1 2018 and has held it in 32 quarters since.
- Mount Yale Investment Advisors's AutoZone position peaked at $1.2M in Q1 2025.
- 1,291 funds tracked by Wall St. Rank held AutoZone as of Q1 2026.
Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.