SimplyRich’s AutoZone AZO Stock Holding History

SimplyRich’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	$506K	Buy	150 +15	+11%	+$53.8K	0.13%	150
2025 Q4	$457K	Hold	135	–	–	0.12%	146
2025 Q3	$579K	Hold	135	–	–	0.16%	126
2025 Q2	$501K	Hold	135	–	–	0.14%	142
2025 Q1	$514K	Hold	135	–	–	0.15%	140
2024 Q4	$432K	Buy	135 +8	+6%	+$25.3K	0.12%	147
2024 Q3	$400K	Buy	127 +11	+9%	+$33.8K	0.11%	148
2024 Q2	$343K	Buy	116 +5	+5%	+$14.6K	0.11%	136
2024 Q1	$350K	Buy	111 +2	+2%	+$5.72K	0.11%	137
2023 Q4	$282K	Hold	109	–	–	0.1%	145
2023 Q3	$276K	Hold	109	–	–	0.13%	121
2023 Q2	$271K	Hold	109	–	–	0.1%	150
2023 Q1	$267K	Hold	109	–	–	0.1%	155
2022 Q4	$268K	Hold	109	–	–	0.11%	150
2022 Q3	$233K	Hold	109	–	–	0.1%	146
2022 Q2	$234K	Hold	109	–	–	0.1%	145
2022 Q1	$222K	Sell	109 -14	-11%	-$27.4K	0.08%	166
2021 Q4	$258K	Buy	123 +4	+3%	+$7.45K	0.09%	157
2021 Q3	$202K	Buy	+119	New	+$191K	0.07%	173

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

SimplyRich's AZO Position: Q1 2026 in Review

SimplyRich increased its AutoZone (AZO) stake by 11% in Q1 2026, buying an estimated $53.8K and bringing the position to 150 shares worth $506K. The position accounts for 0.13% of the portfolio, ranked #150.

SimplyRich first reported a position in AZO in Q3 2021 and has held it in 19 quarters since. The position peaked at $579K in Q3 2025. 1,291 funds tracked by Wall St. Rank hold AZO as of Q1 2026.

SimplyRich held 150 shares of AutoZone worth $506K as of Q1 2026.
SimplyRich bought 15 AutoZone shares in Q1 2026, an estimated $53.8K.
AutoZone made up 0.13% of SimplyRich's portfolio in Q1 2026, its #150 holding.
SimplyRich first reported a position in AutoZone in Q3 2021 and has held it in 19 quarters since.
SimplyRich's AutoZone position peaked at $579K in Q3 2025.
1,291 funds tracked by Wall St. Rank held AutoZone as of Q1 2026.

Based on SimplyRich's 13F filing for Q1 2026, filed 1 May 2026.