Okabena Investment Services’s AutoZone AZO Stock Holding History

Okabena Investment Services’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	$1.29M	Buy	404 +20	+5%	+$66.5K	0.23%	65
2026 Q1	$1.3M	Buy	+384	New	+$1.38M	0.25%	64
2025 Q3	–	Sell	-615	Closed	-$2.28M	–	140
2025 Q2	$2.28M	Sell	615 -117	-16%	-$431K	0.51%	37
2025 Q1	$2.79M	Sell	732 -29	-4%	-$100K	0.7%	30
2024 Q4	$2.44M	Buy	+761	New	+$2.41M	0.68%	28
2022 Q1	–	Sell	-814	Closed	-$1.71M	–	184
2021 Q4	$1.71M	Sell	814 -17	-2%	-$31.7K	0.65%	46
2021 Q3	$1.41M	Buy	+831	New	+$1.33M	0.74%	38

Other funds holding AZO

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Okabena Investment Services's AZO Position: Q2 2026 in Review

Okabena Investment Services increased its AutoZone (AZO) stake by 5.2% in Q2 2026, buying an estimated $66.5K and bringing the position to 404 shares worth $1.29M. The position accounts for 0.23% of the portfolio, ranked #65.

Okabena Investment Services first reported a position in AZO in Q3 2021 and has held it in 7 quarters since. The position peaked at $2.79M in Q1 2025. 1,271 funds tracked by Wall St. Rank hold AZO as of Q2 2026.

Okabena Investment Services held 404 shares of AutoZone worth $1.29M as of Q2 2026.
Okabena Investment Services bought 20 AutoZone shares in Q2 2026, an estimated $66.5K.
AutoZone made up 0.23% of Okabena Investment Services's portfolio in Q2 2026, its #65 holding.
Okabena Investment Services first reported a position in AutoZone in Q3 2021 and has held it in 7 quarters since.
Okabena Investment Services's AutoZone position peaked at $2.79M in Q1 2025.
1,271 funds tracked by Wall St. Rank held AutoZone as of Q2 2026.

Based on Okabena Investment Services's 13F filing for Q2 2026, filed 4 Aug 2026.