SMA
AZO icon

Sage Mountain Advisors’s AutoZone AZO Stock Holding History

Sage Mountain 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 		$556K Buy
174
+12
+7% +$39.9K 0.03% 133
2026
Q1 		$547K Sell
162
-76
-32% -$273K 0.04% 131
2025
Q4 		$807K Sell
238
-1
-0.4% -$3.78K 0.04% 193
2025
Q3 		$1.03M Buy
239
+12
+5% +$48.1K 0.06% 159
2025
Q2 		$842K Sell
227
-2
-0.9% -$7.37K 0.05% 169
2025
Q1 		$873K Sell
229
-32
-12% -$110K 0.06% 141
2024
Q4 		$835K Buy
261
+104
+66% +$329K 0.06% 143
2024
Q3 		$494K Hold
157
– – 0.04% 199
2024
Q2 		$465K Buy
157
+5
+3% +$14.6K 0.04% 182
2024
Q1 		$479K Buy
152
+11
+8% +$31.4K 0.05% 166
2023
Q4 		$365K Buy
141
+3
+2% +$7.78K 0.04% 172
2023
Q3 		$351K Sell
138
-26
-16% -$65.2K 0.05% 163
2023
Q2 		$409K Buy
164
+23
+16% +$58.7K 0.06% 137
2023
Q1 		$347K Buy
141
+17
+14% +$41.5K 0.06% 146
2022
Q4 		$306K Buy
124
+13
+12% +$31.4K 0.07% 105
2022
Q3 		$238K Buy
111
+2
+2% +$4.36K 0.06% 141
2022
Q2 		$234K Buy
109
+1
+0.9% +$2.06K 0.04% 393
2022
Q1 		$221K Hold
108
– – 0.03% 443
2021
Q4 		$226K Buy
+108
New +$201K 0.03% 501

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

Sage Mountain Advisors's AZO Position: Q2 2026 in Review

Sage Mountain Advisors increased its AutoZone (AZO) stake by 7.4% in Q2 2026, buying an estimated $39.9K and bringing the position to 174 shares worth $556K. The position accounts for 0.03% of the portfolio, ranked #133.

Sage Mountain Advisors first reported a position in AZO in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.03M in Q3 2025. 1,267 funds tracked by Wall St. Rank hold AZO as of Q2 2026.

  • Sage Mountain Advisors held 174 shares of AutoZone worth $556K as of Q2 2026.
  • Sage Mountain Advisors bought 12 AutoZone shares in Q2 2026, an estimated $39.9K.
  • AutoZone made up 0.03% of Sage Mountain Advisors's portfolio in Q2 2026, its #133 holding.
  • Sage Mountain Advisors first reported a position in AutoZone in Q4 2021 and has held it in 19 quarters since.
  • Sage Mountain Advisors's AutoZone position peaked at $1.03M in Q3 2025.
  • 1,267 funds tracked by Wall St. Rank held AutoZone as of Q2 2026.

Based on Sage Mountain Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.