Tandem Wealth Advisors’s AutoZone AZO Stock Holding History

Tandem Wealth 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	$588K	Buy	174 +25	+17%	+$89.7K	0.26%	33
2025 Q4	$505K	Buy	149 +28	+23%	+$106K	0.23%	37
2025 Q3	$519K	Buy	121 +48	+66%	+$193K	0.25%	32
2025 Q2	$271K	Sell	73 -14	-16%	-$51.6K	0.13%	47
2025 Q1	$332K	Hold	87	–	–	0.17%	45
2024 Q4	$279K	Buy	87 +3	+4%	+$9.5K	0.14%	50
2024 Q3	$265K	Hold	84	–	–	0.13%	48
2024 Q2	$249K	Hold	84	–	–	0.13%	48
2024 Q1	$265K	Hold	84	–	–	0.15%	45
2023 Q4	$217K	Hold	84	–	–	0.13%	49
2023 Q3	$213K	Buy	84 +3	+4%	+$7.53K	0.13%	49
2023 Q2	$202K	Buy	+81	New	+$207K	0.12%	50
2023 Q1	–	Sell	-68	Closed	-$168K	–	47
2022 Q4	$168K	Buy	+68	New	+$164K	0.11%	54

Other funds holding AZO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Tandem Wealth Advisors's AZO Position: Q1 2026 in Review

Tandem Wealth Advisors increased its AutoZone (AZO) stake by 17% in Q1 2026, buying an estimated $89.7K and bringing the position to 174 shares worth $588K. The position accounts for 0.26% of the portfolio, ranked #33.

Tandem Wealth Advisors first reported a position in AZO in Q4 2022 and has held it in 13 quarters since. 1,291 funds tracked by Wall St. Rank hold AZO as of Q1 2026.

Tandem Wealth Advisors held 174 shares of AutoZone worth $588K as of Q1 2026.
Tandem Wealth Advisors bought 25 AutoZone shares in Q1 2026, an estimated $89.7K.
AutoZone made up 0.26% of Tandem Wealth Advisors's portfolio in Q1 2026, its #33 holding.
Tandem Wealth Advisors first reported a position in AutoZone in Q4 2022 and has held it in 13 quarters since.
1,291 funds tracked by Wall St. Rank held AutoZone as of Q1 2026.

Based on Tandem Wealth Advisors's 13F filing for Q1 2026, filed 6 May 2026.