Roundview Capital’s AutoZone AZO Stock Holding History

Roundview Capital’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	$3.48M	Buy	1,029 +71	+7%	+$255K	0.22%	105
2025 Q4	$3.25M	Sell	958 -15	-2%	-$56.7K	0.2%	110
2025 Q3	$4.17M	Buy	973 +2	+0.2%	+$8.02K	0.26%	89
2025 Q2	$3.6M	Buy	971 +4	+0.4%	+$14.7K	0.24%	98
2025 Q1	$3.69M	Buy	967 +13	+1%	+$44.9K	0.27%	87
2024 Q4	$3.05M	Buy	954 +23	+2%	+$72.8K	0.21%	109
2024 Q3	$2.93M	Buy	931 +31	+3%	+$95.2K	0.21%	103
2024 Q2	$2.67M	Buy	900 +184	+26%	+$539K	0.21%	107
2024 Q1	$2.26M	Buy	716 +83	+13%	+$237K	0.18%	119
2023 Q4	$1.64M	Buy	633 +7	+1%	+$18.2K	0.15%	140
2023 Q3	$1.59M	Buy	626 +20	+3%	+$50.2K	0.16%	139
2023 Q2	$1.51M	Buy	606 +27	+5%	+$68.9K	0.15%	144
2023 Q1	$1.42M	Buy	579 +62	+12%	+$151K	0.15%	149
2022 Q4	$1.28M	Buy	517 +33	+7%	+$79.8K	0.15%	151
2022 Q3	$1.04M	Buy	484 +7	+1%	+$15.3K	0.13%	154
2022 Q2	$1.02M	Buy	477 +51	+12%	+$105K	0.12%	163
2022 Q1	$871K	Buy	426 +32	+8%	+$62.5K	0.09%	193
2021 Q4	$826K	Buy	+394	New	+$734K	0.08%	205

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

Roundview Capital's AZO Position: Q1 2026 in Review

Roundview Capital increased its AutoZone (AZO) stake by 7.4% in Q1 2026, buying an estimated $255K and bringing the position to 1,029 shares worth $3.48M. The position accounts for 0.22% of the portfolio, ranked #105.

Roundview Capital first reported a position in AZO in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.17M in Q3 2025. 1,291 funds tracked by Wall St. Rank hold AZO as of Q1 2026.

Roundview Capital held 1,029 shares of AutoZone worth $3.48M as of Q1 2026.
Roundview Capital bought 71 AutoZone shares in Q1 2026, an estimated $255K.
AutoZone made up 0.22% of Roundview Capital's portfolio in Q1 2026, its #105 holding.
Roundview Capital first reported a position in AutoZone in Q4 2021 and has held it in 18 quarters since.
Roundview Capital's AutoZone position peaked at $4.17M in Q3 2025.
1,291 funds tracked by Wall St. Rank held AutoZone as of Q1 2026.

Based on Roundview Capital's 13F filing for Q1 2026, filed 8 May 2026.