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Pension & Wealth Management Advisors’s AutoZone AZO Stock Holding History

Pension & Wealth Management 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
Q2 		$28.9K Sell
9
-15
-63% -$49.8K 0.01% 377
2026
Q1 		$83.5K Buy
24
+1
+4% +$3.59K 0.02% 247
2025
Q4 		$80.5K Hold
23
– – 0.02% 253
2025
Q3 		$102K Sell
23
-2
-8% -$8.02K 0.03% 210
2025
Q2 		$94.3K Buy
25
+5
+25% +$18.4K 0.03% 205
2025
Q1 		$77.7K Buy
20
+4
+25% +$13.8K 0.03% 217
2024
Q4 		$52.5K Buy
+16
New +$50.7K 0.02% 256

Other funds holding AZO

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Pension & Wealth Management Advisors's AZO Position: Q2 2026 in Review

Pension & Wealth Management Advisors reduced its AutoZone (AZO) stake by 63% in Q2 2026, selling an estimated $49.8K and leaving 9 shares worth $28.9K. The position accounts for 0.01% of the portfolio, ranked #377.

Pension & Wealth Management Advisors first reported a position in AZO in Q4 2024 and has held it in 7 quarters since. The position peaked at $102K in Q3 2025. 1,201 funds tracked by Wall St. Rank hold AZO as of Q2 2026.

  • Pension & Wealth Management Advisors held 9 shares of AutoZone worth $28.9K as of Q2 2026.
  • Pension & Wealth Management Advisors sold 15 AutoZone shares in Q2 2026, an estimated $49.8K.
  • AutoZone made up 0.01% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #377 holding.
  • Pension & Wealth Management Advisors first reported a position in AutoZone in Q4 2024 and has held it in 7 quarters since.
  • Pension & Wealth Management Advisors's AutoZone position peaked at $102K in Q3 2025.
  • 1,201 funds tracked by Wall St. Rank held AutoZone as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.