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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
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

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's AZO Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management held its AutoZone (AZO) position steady in Q1 2026 at 5 shares worth $16.9K. The position accounts for 0.03% of the portfolio, ranked #181.

Mowery & Schoenfeld Wealth Management first reported a position in AZO in Q4 2024 and has held it in 6 quarters since. The position peaked at $21.5K in Q3 2025. 1,291 funds tracked by Wall St. Rank hold AZO as of Q1 2026.

  • Mowery & Schoenfeld Wealth Management held 5 shares of AutoZone worth $16.9K as of Q1 2026.
  • Mowery & Schoenfeld Wealth Management left its AutoZone share count unchanged in Q1 2026.
  • AutoZone made up 0.03% of Mowery & Schoenfeld Wealth Management's portfolio in Q1 2026, its #181 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in AutoZone in Q4 2024 and has held it in 6 quarters since.
  • Mowery & Schoenfeld Wealth Management's AutoZone position peaked at $21.5K in Q3 2025.
  • 1,291 funds tracked by Wall St. Rank held AutoZone as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.