Shepherd Financial Partners’s AutoZone AZO Stock Holding History

Shepherd Financial Partners’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	$524K	Sell	155 -1	-0.6%	-$3.59K	0.05%	155
2025 Q4	$529K	Hold	156	–	–	0.05%	155
2025 Q3	$669K	Hold	156	–	–	0.06%	135
2025 Q2	$579K	Hold	156	–	–	0.06%	141
2025 Q1	$595K	Hold	156	–	–	0.07%	139
2024 Q4	$500K	Sell	156 -3	-2%	-$9.5K	0.06%	142
2024 Q3	$501K	Hold	159	–	–	0.06%	143
2024 Q2	$471K	Buy	159 +1	+0.6%	+$2.93K	0.06%	147
2024 Q1	$498K	Hold	158	–	–	0.07%	149
2023 Q4	$409K	Hold	158	–	–	0.06%	157
2023 Q3	$401K	Buy	+158	New	+$396K	0.06%	147

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

Shepherd Financial Partners's AZO Position: Q1 2026 in Review

Shepherd Financial Partners reduced its AutoZone (AZO) stake by 0.64% in Q1 2026, selling an estimated $3.59K and leaving 155 shares worth $524K. The position accounts for 0.05% of the portfolio, ranked #155.

Shepherd Financial Partners first reported a position in AZO in Q3 2023 and has held it in 11 quarters since. The position peaked at $669K in Q3 2025. 1,291 funds tracked by Wall St. Rank hold AZO as of Q1 2026.

Shepherd Financial Partners held 155 shares of AutoZone worth $524K as of Q1 2026.
Shepherd Financial Partners sold 1 AutoZone share in Q1 2026, an estimated $3.59K.
AutoZone made up 0.05% of Shepherd Financial Partners's portfolio in Q1 2026, its #155 holding.
Shepherd Financial Partners first reported a position in AutoZone in Q3 2023 and has held it in 11 quarters since.
Shepherd Financial Partners's AutoZone position peaked at $669K in Q3 2025.
1,291 funds tracked by Wall St. Rank held AutoZone as of Q1 2026.

Based on Shepherd Financial Partners's 13F filing for Q1 2026, filed 11 May 2026.