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 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

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

Pinnacle Wealth Planning Services's AZO Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its AutoZone (AZO) stake by 1.2% in Q1 2026, selling an estimated $3.59K and leaving 85 shares worth $287K. The position accounts for 0.03% of the portfolio, ranked #353.

Pinnacle Wealth Planning Services first reported a position in AZO in Q4 2020 and has held it in 14 quarters since. The position peaked at $369K in Q3 2025. 1,291 funds tracked by Wall St. Rank hold AZO as of Q1 2026.

Pinnacle Wealth Planning Services held 85 shares of AutoZone worth $287K as of Q1 2026.
Pinnacle Wealth Planning Services sold 1 AutoZone share in Q1 2026, an estimated $3.59K.
AutoZone made up 0.03% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #353 holding.
Pinnacle Wealth Planning Services first reported a position in AutoZone in Q4 2020 and has held it in 14 quarters since.
Pinnacle Wealth Planning Services's AutoZone position peaked at $369K in Q3 2025.
1,291 funds tracked by Wall St. Rank held AutoZone as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.