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 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

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

Okabena Investment Services's AZO Position: Q1 2026 in Review

Okabena Investment Services opened a new position in AutoZone (AZO) in Q1 2026: 384 shares worth $1.3M. The stake represents 0.25% of the portfolio and ranks #64 among its holdings. This is a return to the name: Okabena Investment Services previously reported a position in AZO as recently as Q2 2025.

Okabena Investment Services first reported a position in AZO in Q3 2021 and has held it in 6 quarters since. The position peaked at $2.79M in Q1 2025. 1,291 funds tracked by Wall St. Rank hold AZO as of Q1 2026.

Okabena Investment Services held 384 shares of AutoZone worth $1.3M as of Q1 2026.
AutoZone was a new Okabena Investment Services position in Q1 2026.
AutoZone made up 0.25% of Okabena Investment Services's portfolio in Q1 2026, its #64 holding.
Okabena Investment Services first reported a position in AutoZone in Q3 2021 and has held it in 6 quarters since.
Okabena Investment Services's AutoZone position peaked at $2.79M in Q1 2025.
1,291 funds tracked by Wall St. Rank held AutoZone as of Q1 2026.

Based on Okabena Investment Services's 13F filing for Q1 2026, filed 15 May 2026.