Pinnacle Wealth Planning Services’s AutoZone AZO Stock Holding History

Pinnacle Wealth Planning 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	$265K	Sell	83 -2	-2%	-$6.64K	0.03%	421
2026 Q1	$287K	Sell	85 -1	-1%	-$3.59K	0.03%	353
2025 Q4	$292K	Hold	86	–	–	0.03%	336
2025 Q3	$369K	Hold	86	–	–	0.04%	275
2025 Q2	$319K	Buy	86 +31	+56%	+$114K	0.04%	280
2025 Q1	$210K	Buy	+55	New	+$190K	0.03%	353
2024 Q4	–	Sell	-85	Closed	-$268K	–	408
2024 Q3	$268K	Hold	85	–	–	0.04%	340
2024 Q2	$252K	Hold	85	–	–	0.04%	342
2024 Q1	$268K	Hold	85	–	–	0.04%	332
2023 Q4	$220K	Hold	85	–	–	0.03%	368
2023 Q3	$216K	Hold	85	–	–	0.04%	343
2023 Q2	$212K	Hold	85	–	–	0.03%	366
2023 Q1	$209K	Hold	85	–	–	0.03%	382
2022 Q4	$210K	Buy	+85	New	+$205K	0.04%	361
2021 Q1	–	Sell	-76	Closed	-$90K	–	495
2020 Q4	$90K	Buy	+76	New	+$88K	0.02%	512

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 $3.37T AUM 44.26% 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

Pinnacle Wealth Planning Services's AZO Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its AutoZone (AZO) stake by 2.4% in Q2 2026, selling an estimated $6.64K and leaving 83 shares worth $265K. The position accounts for 0.03% of the portfolio, ranked #421.

Pinnacle Wealth Planning Services first reported a position in AZO in Q4 2020 and has held it in 15 quarters since. The position peaked at $369K in Q3 2025. 1,266 funds tracked by Wall St. Rank hold AZO as of Q2 2026.

Pinnacle Wealth Planning Services held 83 shares of AutoZone worth $265K as of Q2 2026.
Pinnacle Wealth Planning Services sold 2 AutoZone shares in Q2 2026, an estimated $6.64K.
AutoZone made up 0.03% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #421 holding.
Pinnacle Wealth Planning Services first reported a position in AutoZone in Q4 2020 and has held it in 15 quarters since.
Pinnacle Wealth Planning Services's AutoZone position peaked at $369K in Q3 2025.
1,266 funds tracked by Wall St. Rank held AutoZone as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.