Wallace Advisory Group’s AutoZone AZO Stock Holding History

Wallace Advisory Group’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	$257K	Buy	76 +1	+1%	+$3.59K	0.27%	102
2025 Q4	$254K	Sell	75 -40	-35%	-$151K	0.27%	104
2025 Q3	$427K	Buy	115 +16	+16%	+$64.2K	0.34%	87
2025 Q2	$377K	Sell	99 -4	-4%	-$14.7K	0.27%	109
2025 Q1	$330K	Buy	103 +13	+14%	+$44.9K	0.23%	129
2024 Q4	$284K	Sell	90 -1	-1%	-$3.17K	0.2%	143
2024 Q3	$270K	Hold	91	–	–	0.2%	138
2024 Q2	$270K	Buy	+91	New	+$266K	0.19%	140
2024 Q1	–	Sell	-81	Closed	-$206K	–	173
2023 Q4	$206K	Buy	+81	New	+$210K	0.16%	151

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

Wallace Advisory Group's AZO Position: Q1 2026 in Review

Wallace Advisory Group increased its AutoZone (AZO) stake by 1.3% in Q1 2026, buying an estimated $3.59K and bringing the position to 76 shares worth $257K. The position accounts for 0.27% of the portfolio, ranked #102.

Wallace Advisory Group first reported a position in AZO in Q4 2023 and has held it in 9 quarters since. The position peaked at $427K in Q3 2025. 1,291 funds tracked by Wall St. Rank hold AZO as of Q1 2026.

Wallace Advisory Group held 76 shares of AutoZone worth $257K as of Q1 2026.
Wallace Advisory Group bought 1 AutoZone share in Q1 2026, an estimated $3.59K.
AutoZone made up 0.27% of Wallace Advisory Group's portfolio in Q1 2026, its #102 holding.
Wallace Advisory Group first reported a position in AutoZone in Q4 2023 and has held it in 9 quarters since.
Wallace Advisory Group's AutoZone position peaked at $427K in Q3 2025.
1,291 funds tracked by Wall St. Rank held AutoZone as of Q1 2026.

Based on Wallace Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.