SYM Financial Corp’s AutoZone AZO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

SYM Financial Corp's AZO Position: Q1 2026 in Review

SYM Financial Corp reduced its AutoZone (AZO) stake by 6.3% in Q1 2026, selling an estimated $14.4K and leaving 60 shares worth $203K. The position accounts for 0.02% of the portfolio, ranked #316.

SYM Financial Corp first reported a position in AZO in Q4 2024 and has held it in 6 quarters since. The position peaked at $369K in Q3 2025. 1,291 funds tracked by Wall St. Rank hold AZO as of Q1 2026.

  • SYM Financial Corp held 60 shares of AutoZone worth $203K as of Q1 2026.
  • SYM Financial Corp sold 4 AutoZone shares in Q1 2026, an estimated $14.4K.
  • AutoZone made up 0.02% of SYM Financial Corp's portfolio in Q1 2026, its #316 holding.
  • SYM Financial Corp first reported a position in AutoZone in Q4 2024 and has held it in 6 quarters since.
  • SYM Financial Corp's AutoZone position peaked at $369K in Q3 2025.
  • 1,291 funds tracked by Wall St. Rank held AutoZone as of Q1 2026.

Based on SYM Financial Corp's 13F filing for Q1 2026, filed 8 May 2026.