West Family Investments’s AutoZone AZO Stock Holding History

West Family Investments’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	$301K	Sell	89 -173	-66%	-$621K	0.11%	172
2025 Q4	$889K	Sell	262 -32	-11%	-$121K	0.21%	95
2025 Q3	$1.26M	Buy	294 +2	+0.7%	+$8.02K	0.28%	74
2025 Q2	$1.08M	Buy	292 +201	+221%	+$741K	0.28%	70
2025 Q1	$347K	Sell	91 -138	-60%	-$476K	0.13%	155
2024 Q4	$733K	Sell	229 -3	-1%	-$9.5K	0.26%	79
2024 Q3	$731K	Buy	232 +11	+5%	+$33.8K	0.25%	80
2024 Q2	$655K	Buy	221 +3	+1%	+$8.78K	0.2%	89
2024 Q1	$687K	Hold	218	–	–	0.21%	84
2023 Q4	$564K	Hold	218	–	–	0.19%	89
2023 Q3	$554K	Buy	218 +1	+0.5%	+$2.51K	0.19%	92
2023 Q2	$541K	Buy	+217	New	+$553K	0.21%	94
2023 Q1	–	Sell	-213	Closed	-$525K	–	211
2022 Q4	$525K	Hold	213	–	–	0.18%	102
2022 Q3	$456K	Buy	+213	New	+$464K	0.19%	107
2022 Q2	–	Sell	-221	Closed	-$452K	–	234
2022 Q1	$452K	Hold	221	–	–	0.13%	131
2021 Q4	$463K	Sell	221 -41	-16%	-$76.3K	0.13%	137
2021 Q3	$445K	Buy	262 +47	+22%	+$75.4K	0.12%	155
2021 Q2	$321K	Buy	+215	New	+$312K	0.09%	214

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

West Family Investments's AZO Position: Q1 2026 in Review

West Family Investments reduced its AutoZone (AZO) stake by 66% in Q1 2026, selling an estimated $621K and leaving 89 shares worth $301K. The position accounts for 0.11% of the portfolio, ranked #172.

West Family Investments first reported a position in AZO in Q2 2021 and has held it in 18 quarters since. The position peaked at $1.26M in Q3 2025. 1,292 funds tracked by Wall St. Rank hold AZO as of Q1 2026.

West Family Investments held 89 shares of AutoZone worth $301K as of Q1 2026.
West Family Investments sold 173 AutoZone shares in Q1 2026, an estimated $621K.
AutoZone made up 0.11% of West Family Investments's portfolio in Q1 2026, its #172 holding.
West Family Investments first reported a position in AutoZone in Q2 2021 and has held it in 18 quarters since.
West Family Investments's AutoZone position peaked at $1.26M in Q3 2025.
1,292 funds tracked by Wall St. Rank held AutoZone as of Q1 2026.

Based on West Family Investments's 13F filing for Q1 2026, filed 7 May 2026.