Obermeyer Wealth Partners’s AutoZone AZO Stock Holding History

Obermeyer Wealth Partners’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	$209K	Sell	62 -5	-7%	-$17.9K	0.01%	288
2025 Q4	$227K	Hold	67	–	–	0.01%	268
2025 Q3	$287K	Buy	67 +3	+5%	+$12K	0.01%	239
2025 Q2	$238K	Buy	64 +5	+8%	+$18.4K	0.01%	251
2025 Q1	$225K	Buy	+59	New	+$204K	0.01%	240
2014 Q2	–	Sell	-25,100	Closed	-$13.5M	–	66
2014 Q1	$13.5M	Sell	25,100 -931	-4%	-$483K	3.37%	11
2013 Q4	$12.4M	Sell	26,031 -63	-0.2%	-$28.3K	3.18%	16
2013 Q3	$11M	Sell	26,094 -398	-2%	-$170K	3.1%	16
2013 Q2	$11.2M	Buy	+26,492	New	+$10.8M	3.11%	13

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

Obermeyer Wealth Partners's AZO Position: Q1 2026 in Review

Obermeyer Wealth Partners reduced its AutoZone (AZO) stake by 7.5% in Q1 2026, selling an estimated $17.9K and leaving 62 shares worth $209K. The position accounts for 0.01% of the portfolio, ranked #288.

Obermeyer Wealth Partners first reported a position in AZO in Q2 2013 and has held it in 9 quarters since. The position peaked at $13.5M in Q1 2014. 1,291 funds tracked by Wall St. Rank hold AZO as of Q1 2026.

Obermeyer Wealth Partners held 62 shares of AutoZone worth $209K as of Q1 2026.
Obermeyer Wealth Partners sold 5 AutoZone shares in Q1 2026, an estimated $17.9K.
AutoZone made up 0.01% of Obermeyer Wealth Partners's portfolio in Q1 2026, its #288 holding.
Obermeyer Wealth Partners first reported a position in AutoZone in Q2 2013 and has held it in 9 quarters since.
Obermeyer Wealth Partners's AutoZone position peaked at $13.5M in Q1 2014.
1,291 funds tracked by Wall St. Rank held AutoZone as of Q1 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q1 2026, filed 21 Apr 2026.