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Summit Financial’s AutoZone AZO Stock Holding History

Summit Financial’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 		$2.31M Buy
685
+539
+369% +$1.93M 0.03% 538
2025
Q4 		$495K Hold
146
– – 0.01% 893
2025
Q3 		$626K Buy
146
+15
+11% +$60.2K 0.01% 813
2025
Q2 		$486K Hold
131
– – 0.01% 576
2025
Q1 		$499K Buy
131
+1
+0.8% +$3.45K 0.01% 513
2024
Q4 		$416K Sell
130
-4
-3% -$12.7K 0.01% 474
2024
Q3 		$422K Buy
134
+29
+28% +$89K 0.02% 399
2024
Q2 		$311K Buy
+105
New +$307K 0.01% 412
2024
Q1 		– Sell
-109
Closed -$282K – 387
2023
Q4 		$282K Buy
+109
New +$283K 0.02% 302

Other funds holding AZO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Summit Financial's AZO Position: Q1 2026 in Review

Summit Financial increased its AutoZone (AZO) stake by 369% in Q1 2026, buying an estimated $1.93M and bringing the position to 685 shares worth $2.31M. The position accounts for 0.03% of the portfolio, ranked #538.

Summit Financial first reported a position in AZO in Q4 2023 and has held it in 9 quarters since. 1,291 funds tracked by Wall St. Rank hold AZO as of Q1 2026.

  • Summit Financial held 685 shares of AutoZone worth $2.31M as of Q1 2026.
  • Summit Financial bought 539 AutoZone shares in Q1 2026, an estimated $1.93M.
  • AutoZone made up 0.03% of Summit Financial's portfolio in Q1 2026, its #538 holding.
  • Summit Financial first reported a position in AutoZone in Q4 2023 and has held it in 9 quarters since.
  • 1,291 funds tracked by Wall St. Rank held AutoZone as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.