SHP Wealth Management’s AutoZone AZO Stock Holding History

SHP Wealth Management’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	$27K	Buy	8 +6	+300%	+$21.5K	﹤0.01%	645
2025 Q4	$6.71K	Buy	+2	New	+$7.56K	﹤0.01%	923

Other funds holding AZO

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

SHP Wealth Management's AZO Position: Q1 2026 in Review

SHP Wealth Management increased its AutoZone (AZO) stake by 300% in Q1 2026, buying an estimated $21.5K and bringing the position to 8 shares worth $27K. The position accounts for ﹤0.01% of the portfolio, ranked #645.

SHP Wealth Management first reported a position in AZO in Q4 2025 and has held it in 2 quarters since. 1,295 funds tracked by Wall St. Rank hold AZO as of Q1 2026.

SHP Wealth Management held 8 shares of AutoZone worth $27K as of Q1 2026.
SHP Wealth Management bought 6 AutoZone shares in Q1 2026, an estimated $21.5K.
AutoZone made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #645 holding.
SHP Wealth Management first reported a position in AutoZone in Q4 2025 and has held it in 2 quarters since.
1,295 funds tracked by Wall St. Rank held AutoZone as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.