SFM LLC’s AutoZone AZO Stock Holding History

SFM LLC’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	$869K	Sell	272 -95	-26%	-$316K	0.45%	41
2026 Q1	$1.24M	Buy	367 +40	+12%	+$144K	0.75%	30
2025 Q4	$1.11M	Buy	327 +19	+6%	+$71.8K	0.65%	32
2025 Q3	$1.32M	Buy	308 +36	+13%	+$144K	0.77%	30
2025 Q2	$1.01M	Buy	272 +10	+4%	+$36.9K	0.65%	34
2025 Q1	$999K	Buy	262 +21	+9%	+$72.5K	0.73%	33
2024 Q4	$772K	Buy	241 +9	+4%	+$28.5K	0.54%	38
2024 Q3	$731K	Buy	232 +9	+4%	+$27.6K	0.55%	39
2024 Q2	$661K	Buy	223 +16	+8%	+$46.8K	0.5%	38
2024 Q1	$652K	Sell	207 -11	-5%	-$31.4K	0.5%	37
2023 Q4	$564K	Buy	+218	New	+$565K	0.47%	40

Other funds holding AZO

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

SFM LLC's AZO Position: Q2 2026 in Review

SFM LLC reduced its AutoZone (AZO) stake by 26% in Q2 2026, selling an estimated $316K and leaving 272 shares worth $869K. The position accounts for 0.45% of the portfolio, ranked #41.

SFM LLC first reported a position in AZO in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.32M in Q3 2025. 321 funds tracked by Wall St. Rank hold AZO as of Q2 2026.

SFM LLC held 272 shares of AutoZone worth $869K as of Q2 2026.
SFM LLC sold 95 AutoZone shares in Q2 2026, an estimated $316K.
AutoZone made up 0.45% of SFM LLC's portfolio in Q2 2026, its #41 holding.
SFM LLC first reported a position in AutoZone in Q4 2023 and has held it in 11 quarters since.
SFM LLC's AutoZone position peaked at $1.32M in Q3 2025.
321 funds tracked by Wall St. Rank held AutoZone as of Q2 2026.

Based on SFM LLC's 13F filing for Q2 2026, filed 7 Jul 2026.