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 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

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

Sage Mountain Advisors's AZO Position: Q1 2026 in Review

Sage Mountain Advisors reduced its AutoZone (AZO) stake by 32% in Q1 2026, selling an estimated $273K and leaving 162 shares worth $547K. The position accounts for 0.04% of the portfolio, ranked #131.

Sage Mountain Advisors first reported a position in AZO in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.03M in Q3 2025. 1,291 funds tracked by Wall St. Rank hold AZO as of Q1 2026.

Sage Mountain Advisors held 162 shares of AutoZone worth $547K as of Q1 2026.
Sage Mountain Advisors sold 76 AutoZone shares in Q1 2026, an estimated $273K.
AutoZone made up 0.04% of Sage Mountain Advisors's portfolio in Q1 2026, its #131 holding.
Sage Mountain Advisors first reported a position in AutoZone in Q4 2021 and has held it in 18 quarters since.
Sage Mountain Advisors's AutoZone position peaked at $1.03M in Q3 2025.
1,291 funds tracked by Wall St. Rank held AutoZone as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.