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Osterweis Capital Management’s AutoZone AZO Stock Holding History

Osterweis Capital 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 		$42.6M Buy
12,601
+1,274
+11% +$4.57M 2.2% 10
2025
Q4 		$38.4M Sell
11,327
-342
-3% -$1.29M 1.63% 22
2025
Q3 		$50.1M Sell
11,669
-55
-0.5% -$221K 2.26% 10
2025
Q2 		$43.5M Buy
11,724
+148
+1% +$546K 2.08% 12
2025
Q1 		$44.1M Sell
11,576
-32
-0.3% -$110K 2.18% 11
2024
Q4 		$37.2M Buy
11,608
+123
+1% +$389K 1.73% 15
2024
Q3 		$36.2M Buy
11,485
+1,947
+20% +$5.98M 1.83% 18
2024
Q2 		$28.3M Buy
9,538
+9,535
+317,833% +$27.9M 1.46% 26
2024
Q1 		$9.46K Buy
+3
New +$8.57K ﹤0.01% 186

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

Osterweis Capital Management's AZO Position: Q1 2026 in Review

Osterweis Capital Management increased its AutoZone (AZO) stake by 11% in Q1 2026, buying an estimated $4.57M and bringing the position to 12,601 shares worth $42.6M. The position accounts for 2.2% of the portfolio, ranked #10.

Osterweis Capital Management first reported a position in AZO in Q1 2024 and has held it in 9 quarters since. The position peaked at $50.1M in Q3 2025. 1,291 funds tracked by Wall St. Rank hold AZO as of Q1 2026.

  • Osterweis Capital Management held 12,601 shares of AutoZone worth $42.6M as of Q1 2026.
  • Osterweis Capital Management bought 1,274 AutoZone shares in Q1 2026, an estimated $4.57M.
  • AutoZone made up 2.2% of Osterweis Capital Management's portfolio in Q1 2026, its #10 holding.
  • Osterweis Capital Management first reported a position in AutoZone in Q1 2024 and has held it in 9 quarters since.
  • Osterweis Capital Management's AutoZone position peaked at $50.1M in Q3 2025.
  • 1,291 funds tracked by Wall St. Rank held AutoZone as of Q1 2026.

Based on Osterweis Capital Management's 13F filing for Q1 2026, filed 15 May 2026.