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Mowery & Schoenfeld Wealth Management’s AutoZone AZO Stock Holding History

Mowery & Schoenfeld 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
Q2 		$16K Hold
5
– – 0.02% 208
2026
Q1 		$16.9K Hold
5
– – 0.03% 181
2025
Q4 		$17K Hold
5
– – 0.02% 200
2025
Q3 		$21.5K Buy
5
+4
+400% +$16K 0.04% 172
2025
Q2 		$3.71K Hold
1
– – 0.01% 298
2025
Q1 		$3.81K Hold
1
– – 0.01% 345
2024
Q4 		$3.2K Buy
+1
New +$3.17K 0.01% 350

Other funds holding AZO

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Mowery & Schoenfeld Wealth Management's AZO Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management held its AutoZone (AZO) position steady in Q2 2026 at 5 shares worth $16K. The position accounts for 0.02% of the portfolio, ranked #208.

Mowery & Schoenfeld Wealth Management first reported a position in AZO in Q4 2024 and has held it in 7 quarters since. The position peaked at $21.5K in Q3 2025. 1,271 funds tracked by Wall St. Rank hold AZO as of Q2 2026.

  • Mowery & Schoenfeld Wealth Management held 5 shares of AutoZone worth $16K as of Q2 2026.
  • Mowery & Schoenfeld Wealth Management left its AutoZone share count unchanged in Q2 2026.
  • AutoZone made up 0.02% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #208 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in AutoZone in Q4 2024 and has held it in 7 quarters since.
  • Mowery & Schoenfeld Wealth Management's AutoZone position peaked at $21.5K in Q3 2025.
  • 1,271 funds tracked by Wall St. Rank held AutoZone as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.