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Waverton Investment Management’s AutoZone AZO Stock Holding History

Waverton Investment Management’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
2025
Q1 		– Sell
-66
Closed -$212K – 104
2024
Q4 		$212K Hold
66
– – ﹤0.01% 96
2024
Q3 		$208K Buy
+66
New +$203K ﹤0.01% 93
2014
Q2 		– Sell
-11,120
Closed -$5.97M – 100
2014
Q1 		$5.97M Buy
11,120
+70
+0.6% +$36.3K 0.28% 57
2013
Q4 		$5.28M Hold
11,050
– – 0.27% 63
2013
Q3 		$4.67M Buy
+11,050
New +$4.73M 0.27% 65

Other funds holding AZO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Waverton Investment Management's AZO Position: Q1 2025 in Review

Waverton Investment Management sold out of AutoZone (AZO) in Q1 2025, closing a stake of 66 shares — an estimated $212K sold.

Waverton Investment Management first reported a position in AZO in Q3 2013 and held it in 5 quarters. The position peaked at $5.97M in Q1 2014. 1,269 funds tracked by Wall St. Rank hold AZO as of Q1 2025.

  • Waverton Investment Management reported no remaining AutoZone position as of Q1 2025 after selling out during the quarter.
  • Waverton Investment Management sold 66 AutoZone shares in Q1 2025, an estimated $212K.
  • Waverton Investment Management first reported a position in AutoZone in Q3 2013 and held it in 5 quarters.
  • Waverton Investment Management's AutoZone position peaked at $5.97M in Q1 2014.
  • 1,269 funds tracked by Wall St. Rank held AutoZone as of Q1 2025.

Based on Waverton Investment Management's 13F filing for Q1 2025, filed 24 Apr 2025.