SGI
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Summit Global Investments’s AutoZone AZO Stock Holding History

Summit Global Investments’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 		$2.14M Sell
634
-279
-31% -$1M 0.13% 87
2025
Q4 		$3.1M Buy
913
+594
+186% +$2.24M 0.18% 63
2025
Q3 		$1.37M Buy
319
+182
+133% +$730K 0.08% 128
2025
Q2 		$509K Buy
137
+52
+61% +$192K 0.03% 304
2025
Q1 		$324K Sell
85
-97
-53% -$335K 0.02% 358
2024
Q4 		$583K Sell
182
-5
-3% -$15.8K 0.04% 322
2024
Q3 		$589K Buy
187
+50
+36% +$154K 0.04% 342
2024
Q2 		$406K Hold
137
– – 0.03% 379
2024
Q1 		$432K Hold
137
– – 0.03% 351
2023
Q4 		$354K Hold
137
– – 0.02% 397
2023
Q3 		$348K Sell
137
-46
-25% -$115K 0.02% 400
2023
Q2 		$456K Buy
183
+54
+42% +$138K 0.03% 349
2023
Q1 		$317K Sell
129
-1,277
-91% -$3.11M 0.02% 416
2022
Q4 		$3.47M Buy
+1,406
New +$3.4M 0.29% 97
2017
Q4 		– Sell
-1,310
Closed -$780K – 255
2017
Q3 		$780K Buy
1,310
+260
+25% +$138K 0.12% 109
2017
Q2 		$599K Buy
1,050
+410
+64% +$267K 0.18% 113
2017
Q1 		$463K Buy
+640
New +$474K 0.15% 150

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 Global Investments's AZO Position: Q1 2026 in Review

Summit Global Investments reduced its AutoZone (AZO) stake by 31% in Q1 2026, selling an estimated $1M and leaving 634 shares worth $2.14M. The position accounts for 0.13% of the portfolio, ranked #87.

Summit Global Investments first reported a position in AZO in Q1 2017 and has held it in 17 quarters since. The position peaked at $3.47M in Q4 2022. 1,291 funds tracked by Wall St. Rank hold AZO as of Q1 2026.

  • Summit Global Investments held 634 shares of AutoZone worth $2.14M as of Q1 2026.
  • Summit Global Investments sold 279 AutoZone shares in Q1 2026, an estimated $1M.
  • AutoZone made up 0.13% of Summit Global Investments's portfolio in Q1 2026, its #87 holding.
  • Summit Global Investments first reported a position in AutoZone in Q1 2017 and has held it in 17 quarters since.
  • Summit Global Investments's AutoZone position peaked at $3.47M in Q4 2022.
  • 1,291 funds tracked by Wall St. Rank held AutoZone as of Q1 2026.

Based on Summit Global Investments's 13F filing for Q1 2026, filed 7 May 2026.