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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
Q2 		$2.16M Sell
676
-9
-1% -$29.9K 0.02% 616
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

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Summit Financial's AZO Position: Q2 2026 in Review

Summit Financial reduced its AutoZone (AZO) stake by 1.3% in Q2 2026, selling an estimated $29.9K and leaving 676 shares worth $2.16M. The position accounts for 0.02% of the portfolio, ranked #616.

Summit Financial first reported a position in AZO in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.31M in Q1 2026. 1,270 funds tracked by Wall St. Rank hold AZO as of Q2 2026.

  • Summit Financial held 676 shares of AutoZone worth $2.16M as of Q2 2026.
  • Summit Financial sold 9 AutoZone shares in Q2 2026, an estimated $29.9K.
  • AutoZone made up 0.02% of Summit Financial's portfolio in Q2 2026, its #616 holding.
  • Summit Financial first reported a position in AutoZone in Q4 2023 and has held it in 10 quarters since.
  • Summit Financial's AutoZone position peaked at $2.31M in Q1 2026.
  • 1,270 funds tracked by Wall St. Rank held AutoZone as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.