Waverly Advisors’s AutoZone AZO Stock Holding History

Waverly 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	$1.5M	Buy	444 +14	+3%	+$50.2K	0.01%	708
2025 Q4	$1.46M	Sell	430 -43	-9%	-$162K	0.01%	652
2025 Q3	$2.03M	Buy	473 +69	+17%	+$277K	0.02%	512
2025 Q2	$1.5M	Buy	404 +13	+3%	+$47.9K	0.02%	543
2025 Q1	$1.49M	Sell	391 -1	-0.3%	-$3.45K	0.02%	538
2024 Q4	$1.25M	Buy	392 +80	+26%	+$253K	0.02%	476
2024 Q3	$982K	Buy	312 +3	+1%	+$9.21K	0.02%	449
2024 Q2	$915K	Buy	309 +94	+44%	+$275K	0.02%	447
2024 Q1	$676K	Buy	215 +2	+0.9%	+$5.72K	0.02%	424
2023 Q4	$551K	Buy	+213	New	+$552K	0.02%	283
2015 Q4	–	Sell	-47	Closed	-$34K	–	147
2015 Q3	$34K	Buy	+47	New	+$33.3K	0.02%	182
2014 Q4	–	Sell	-304	Closed	-$155K	–	437
2014 Q3	$155K	Hold	304	–	–	0.08%	99
2014 Q2	$163K	Hold	304	–	–	0.07%	110
2014 Q1	$163K	Buy	304 +84	+38%	+$43.6K	0.07%	104
2013 Q4	$105K	Buy	+220	New	+$98.7K	0.04%	218

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

Waverly Advisors's AZO Position: Q1 2026 in Review

Waverly Advisors increased its AutoZone (AZO) stake by 3.3% in Q1 2026, buying an estimated $50.2K and bringing the position to 444 shares worth $1.5M. The position accounts for 0.01% of the portfolio, ranked #708.

Waverly Advisors first reported a position in AZO in Q4 2013 and has held it in 15 quarters since. The position peaked at $2.03M in Q3 2025. 1,291 funds tracked by Wall St. Rank hold AZO as of Q1 2026.

Waverly Advisors held 444 shares of AutoZone worth $1.5M as of Q1 2026.
Waverly Advisors bought 14 AutoZone shares in Q1 2026, an estimated $50.2K.
AutoZone made up 0.01% of Waverly Advisors's portfolio in Q1 2026, its #708 holding.
Waverly Advisors first reported a position in AutoZone in Q4 2013 and has held it in 15 quarters since.
Waverly Advisors's AutoZone position peaked at $2.03M in Q3 2025.
1,291 funds tracked by Wall St. Rank held AutoZone as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.