Sowell Financial Services’s AutoZone AZO Stock Holding History

Sowell Financial Services’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	$557K	Sell	174 -5	-3%	-$16.6K	0.02%	610
2026 Q1	$606K	Buy	179 +5	+3%	+$17.9K	0.02%	578
2025 Q4	$591K	Sell	174 -1	-0.6%	-$3.78K	0.02%	591
2025 Q3	$751K	Sell	175 -7	-4%	-$28.1K	0.03%	511
2025 Q2	$676K	Buy	182 +2	+1%	+$7.37K	0.03%	527
2025 Q1	$687K	Buy	+180	New	+$621K	0.03%	505
2023 Q2	–	Sell	-99	Closed	-$244K	–	576
2023 Q1	$244K	Buy	+99	New	+$241K	0.02%	634
2021 Q2	–	Sell	-414	Closed	-$616K	–	717
2021 Q1	$616K	Buy	414 +64	+18%	+$79.2K	0.02%	568
2020 Q4	$415K	Sell	350 -12	-3%	-$13.9K	0.02%	576
2020 Q3	$426K	Sell	362 -58	-14%	-$68.5K	0.02%	506
2020 Q2	$474K	Sell	420 -372	-47%	-$392K	0.03%	472
2020 Q1	$670K	Buy	792 +28	+4%	+$29.1K	0.05%	323
2019 Q4	$910K	Buy	764 +40	+6%	+$46.2K	0.07%	284
2019 Q3	$785K	Buy	+724	New	+$811K	0.06%	300
2019 Q1	$269K	Buy	+263	New	+$236K	0.03%	472

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

Sowell Financial Services's AZO Position: Q2 2026 in Review

Sowell Financial Services reduced its AutoZone (AZO) stake by 2.8% in Q2 2026, selling an estimated $16.6K and leaving 174 shares worth $557K. The position accounts for 0.02% of the portfolio, ranked #610.

Sowell Financial Services first reported a position in AZO in Q1 2019 and has held it in 15 quarters since. The position peaked at $910K in Q4 2019. 321 funds tracked by Wall St. Rank hold AZO as of Q2 2026.

Sowell Financial Services held 174 shares of AutoZone worth $557K as of Q2 2026.
Sowell Financial Services sold 5 AutoZone shares in Q2 2026, an estimated $16.6K.
AutoZone made up 0.02% of Sowell Financial Services's portfolio in Q2 2026, its #610 holding.
Sowell Financial Services first reported a position in AutoZone in Q1 2019 and has held it in 15 quarters since.
Sowell Financial Services's AutoZone position peaked at $910K in Q4 2019.
321 funds tracked by Wall St. Rank held AutoZone as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.