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SYM Financial Corp’s AutoZone AZO Stock Holding History

SYM Financial Corp’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 		– Sell
-60
Closed -$203K – 534
2026
Q1 		$203K Sell
60
-4
-6% -$14.4K 0.02% 316
2025
Q4 		$217K Sell
64
-22
-26% -$83.1K 0.02% 300
2025
Q3 		$369K Buy
86
+3
+4% +$12K 0.04% 157
2025
Q2 		$308K Buy
83
+22
+36% +$81.1K 0.03% 202
2025
Q1 		$233K Sell
61
-6
-9% -$20.7K 0.03% 227
2024
Q4 		$215K Buy
+67
New +$212K 0.03% 220

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

SYM Financial Corp's AZO Position: Q2 2026 in Review

SYM Financial Corp sold out of AutoZone (AZO) in Q2 2026, closing a stake of 60 shares — an estimated $203K sold.

SYM Financial Corp first reported a position in AZO in Q4 2024 and held it in 6 quarters. The position peaked at $369K in Q3 2025. 1,266 funds tracked by Wall St. Rank hold AZO as of Q2 2026.

  • SYM Financial Corp reported no remaining AutoZone position as of Q2 2026 after selling out during the quarter.
  • SYM Financial Corp sold 60 AutoZone shares in Q2 2026, an estimated $203K.
  • SYM Financial Corp first reported a position in AutoZone in Q4 2024 and held it in 6 quarters.
  • SYM Financial Corp's AutoZone position peaked at $369K in Q3 2025.
  • 1,266 funds tracked by Wall St. Rank held AutoZone as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.