Sigma Planning Corp
AZO icon

Sigma Planning Corp’s AutoZone AZO Stock Holding History

Sigma Planning Corp’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
Q3 		– Sell
-115
Closed -$367K – 1332
2026
Q2 		$367K Buy
115
+28
+32% +$93K 0.01% 1049
2026
Q1 		$294K Buy
87
+1
+1% +$3.59K 0.01% 1060
2025
Q4 		$292K Buy
86
+3
+4% +$11.3K 0.01% 1042
2025
Q3 		$356K Buy
83
+9
+12% +$36.1K 0.01% 961
2025
Q2 		$275K Sell
74
-9
-11% -$33.2K 0.01% 1026
2025
Q1 		$316K Buy
83
+17
+26% +$58.7K 0.01% 929
2024
Q4 		$212K Sell
66
-39
-37% -$123K 0.01% 1072
2024
Q3 		$331K Sell
105
-3
-3% -$9.21K 0.01% 917
2024
Q2 		$320K Sell
108
-14
-11% -$41K 0.01% 901
2024
Q1 		$385K Buy
+122
New +$349K 0.01% 865
2023
Q4 		– Sell
-119
Closed -$303K – 859
2023
Q3 		$303K Sell
119
-1,489
-93% -$3.74M 0.01% 915
2023
Q2 		$4.01M Sell
1,608
-307
-16% -$783K 0.14% 141
2023
Q1 		$4.71M Sell
1,915
-44
-2% -$107K 0.16% 136
2022
Q4 		$4.83M Buy
1,959
+1,507
+333% +$3.64M 0.17% 130
2022
Q3 		$970K Sell
452
-37
-8% -$80.6K 0.04% 473
2022
Q2 		$1.05M Sell
489
-38
-7% -$78.2K 0.04% 444
2022
Q1 		$1.08M Sell
527
-16
-3% -$31.3K 0.03% 505
2021
Q4 		$1.14M Sell
543
-46
-8% -$85.6K 0.03% 497
2021
Q3 		$1M Sell
589
-510
-46% -$818K 0.03% 541
2021
Q2 		$1.64M Sell
1,099
-461
-30% -$668K 0.05% 379
2021
Q1 		$2.19M Buy
1,560
+1,100
+239% +$1.36M 0.07% 296
2020
Q4 		$545K Buy
460
+131
+40% +$152K 0.02% 663
2020
Q3 		$387K Buy
+329
New +$389K 0.02% 695

Other funds holding AZO

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Sigma Planning Corp's AZO Position: Q3 2026 in Review

Sigma Planning Corp sold out of AutoZone (AZO) in Q3 2026, closing a stake of 115 shares — an estimated $367K sold.

Sigma Planning Corp first reported a position in AZO in Q3 2020 and held it in 23 quarters. The position peaked at $4.83M in Q4 2022. 654 funds tracked by Wall St. Rank hold AZO as of Q3 2026.

  • Sigma Planning Corp reported no remaining AutoZone position as of Q3 2026 after selling out during the quarter.
  • Sigma Planning Corp sold 115 AutoZone shares in Q3 2026, an estimated $367K.
  • Sigma Planning Corp first reported a position in AutoZone in Q3 2020 and held it in 23 quarters.
  • Sigma Planning Corp's AutoZone position peaked at $4.83M in Q4 2022.
  • 654 funds tracked by Wall St. Rank held AutoZone as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.