Peak Financial Advisors’s AutoZone AZO Stock Holding History

Peak Financial Advisors’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	–	Sell	-160	Closed	-$543K	–	74
2025 Q4	$543K	Buy	+160	New	+$604K	0.24%	72
2025 Q3	–	Sell	-605	Closed	-$2.25M	–	89
2025 Q2	$2.25M	Buy	+605	New	+$2.23M	1.15%	34
2024 Q3	–	Sell	-950	Closed	-$2.82M	–	76
2024 Q2	$2.82M	Buy	+950	New	+$2.78M	1.62%	23

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

Peak Financial Advisors's AZO Position: Q1 2026 in Review

Peak Financial Advisors sold out of AutoZone (AZO) in Q1 2026, closing a stake of 160 shares — an estimated $543K sold.

Peak Financial Advisors first reported a position in AZO in Q2 2024 and held it in 3 quarters. The position peaked at $2.82M in Q2 2024. 1,291 funds tracked by Wall St. Rank hold AZO as of Q1 2026.

Peak Financial Advisors reported no remaining AutoZone position as of Q1 2026 after selling out during the quarter.
Peak Financial Advisors sold 160 AutoZone shares in Q1 2026, an estimated $543K.
Peak Financial Advisors first reported a position in AutoZone in Q2 2024 and held it in 3 quarters.
Peak Financial Advisors's AutoZone position peaked at $2.82M in Q2 2024.
1,291 funds tracked by Wall St. Rank held AutoZone as of Q1 2026.

Based on Peak Financial Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.