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Summit Trail Advisors’s AutoZone AZO Stock Holding History

Summit Trail Advisors’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 		$2.7M Buy
800
+248
+45% +$890K 0.04% 353
2025
Q4 		$1.87M Buy
552
+2
+0.4% +$7.56K 0.03% 445
2025
Q3 		$2.36M Buy
550
+134
+32% +$538K 0.03% 359
2025
Q2 		$1.55M Buy
+416
New +$1.53M 0.03% 335
2024
Q4 		– Sell
-148
Closed -$465K – 434
2024
Q3 		$465K Buy
148
+46
+45% +$141K 0.01% 409
2024
Q2 		$301K Buy
102
+8
+9% +$23.4K 0.01% 494
2024
Q1 		$298K Sell
94
-16
-15% -$45.7K 0.01% 462
2023
Q4 		$283K Buy
110
+4
+4% +$10.4K 0.01% 411
2023
Q3 		$269K Buy
106
+10
+10% +$25.1K 0.01% 405
2023
Q2 		$239K Buy
+96
New +$245K 0.01% 428
2018
Q1 		– Sell
-146
Closed -$114K – 540
2017
Q4 		$114K Buy
+146
New +$93.3K 0.01% 588

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 Trail Advisors's AZO Position: Q1 2026 in Review

Summit Trail Advisors increased its AutoZone (AZO) stake by 45% in Q1 2026, buying an estimated $890K and bringing the position to 800 shares worth $2.7M. The position accounts for 0.04% of the portfolio, ranked #353.

Summit Trail Advisors first reported a position in AZO in Q4 2017 and has held it in 11 quarters since. 1,291 funds tracked by Wall St. Rank hold AZO as of Q1 2026.

  • Summit Trail Advisors held 800 shares of AutoZone worth $2.7M as of Q1 2026.
  • Summit Trail Advisors bought 248 AutoZone shares in Q1 2026, an estimated $890K.
  • AutoZone made up 0.04% of Summit Trail Advisors's portfolio in Q1 2026, its #353 holding.
  • Summit Trail Advisors first reported a position in AutoZone in Q4 2017 and has held it in 11 quarters since.
  • 1,291 funds tracked by Wall St. Rank held AutoZone as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.