Sequent Planning’s AutoZone AZO Stock Holding History

Sequent Planning’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	$493K	Hold	146	–	–	0.12%	136
2025 Q4	$495K	Hold	146	–	–	0.13%	123
2025 Q3	$626K	Hold	146	–	–	0.18%	103
2025 Q2	$542K	Hold	146	–	–	0.17%	86
2025 Q1	$557K	Buy	146 +14	+11%	+$48.3K	0.2%	75
2024 Q4	$423K	Hold	132	–	–	0.16%	90
2024 Q3	$416K	Hold	132	–	–	0.14%	96
2024 Q2	$374K	Hold	132	–	–	0.13%	101
2024 Q1	$416K	Buy	+132	New	+$377K	0.15%	95

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

Sequent Planning's AZO Position: Q1 2026 in Review

Sequent Planning held its AutoZone (AZO) position steady in Q1 2026 at 146 shares worth $493K. The position accounts for 0.12% of the portfolio, ranked #136.

Sequent Planning first reported a position in AZO in Q1 2024 and has held it in 9 quarters since. The position peaked at $626K in Q3 2025. 1,291 funds tracked by Wall St. Rank hold AZO as of Q1 2026.

Sequent Planning held 146 shares of AutoZone worth $493K as of Q1 2026.
Sequent Planning left its AutoZone share count unchanged in Q1 2026.
AutoZone made up 0.12% of Sequent Planning's portfolio in Q1 2026, its #136 holding.
Sequent Planning first reported a position in AutoZone in Q1 2024 and has held it in 9 quarters since.
Sequent Planning's AutoZone position peaked at $626K in Q3 2025.
1,291 funds tracked by Wall St. Rank held AutoZone as of Q1 2026.

Based on Sequent Planning's 13F filing for Q1 2026, filed 21 Apr 2026.