Whittier Trust’s AutoZone AZO Stock Holding History

Whittier Trust’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	$547K	Buy	159 +34	+27%	+$122K	0.01%	428
2025 Q4	$406K	Hold	125	–	–	﹤0.01%	468
2025 Q3	$527K	Hold	125	–	–	0.01%	435
2025 Q2	$464K	Buy	125 +1	+0.8%	+$3.69K	0.01%	499
2025 Q1	$473K	Buy	124 +2	+2%	+$6.9K	0.01%	498
2024 Q4	$391K	Buy	122 +77	+171%	+$244K	0.01%	529
2024 Q3	$142K	Hold	45	–	–	﹤0.01%	728
2024 Q2	$133K	Sell	45 -1	-2%	-$2.93K	﹤0.01%	717
2024 Q1	$145K	Hold	46	–	–	﹤0.01%	720
2023 Q4	$119K	Sell	46 -5	-10%	-$13K	﹤0.01%	732
2023 Q3	$130K	Buy	51 +3	+6%	+$7.53K	﹤0.01%	708
2023 Q2	$120K	Hold	48	–	–	﹤0.01%	740
2023 Q1	$118K	Buy	48 +1	+2%	+$2.44K	﹤0.01%	767
2022 Q4	$116K	Hold	47	–	–	﹤0.01%	775
2022 Q3	$101K	Hold	47	–	–	﹤0.01%	788
2022 Q2	$101K	Buy	47 +2	+4%	+$4.11K	﹤0.01%	788
2022 Q1	$92K	Sell	45 -17	-27%	-$33.2K	﹤0.01%	839
2021 Q4	$130K	Hold	62	–	–	﹤0.01%	768
2021 Q3	$105K	Hold	62	–	–	﹤0.01%	767
2021 Q2	$93K	Hold	62	–	–	﹤0.01%	816
2021 Q1	$87K	Hold	62	–	–	﹤0.01%	809
2020 Q4	$73K	Sell	62 -1	-2%	-$1.16K	﹤0.01%	774
2020 Q3	$74K	Hold	63	–	–	﹤0.01%	757
2020 Q2	$71K	Hold	63	–	–	﹤0.01%	737
2020 Q1	$53K	Hold	63	–	–	﹤0.01%	788
2019 Q4	$75K	Buy	63 +18	+40%	+$20.8K	﹤0.01%	752
2019 Q3	$49K	Buy	45 +36	+400%	+$40.4K	﹤0.01%	838
2019 Q2	$10K	Hold	9	–	–	﹤0.01%	1067
2019 Q1	$9K	Buy	+9	New	+$8.08K	﹤0.01%	1067

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

Whittier Trust's AZO Position: Q1 2026 in Review

Whittier Trust increased its AutoZone (AZO) stake by 27% in Q1 2026, buying an estimated $122K and bringing the position to 159 shares worth $547K. The position accounts for 0.01% of the portfolio, ranked #428.

Whittier Trust first reported a position in AZO in Q1 2019 and has held it in 29 quarters since. 1,291 funds tracked by Wall St. Rank hold AZO as of Q1 2026.

Whittier Trust held 159 shares of AutoZone worth $547K as of Q1 2026.
Whittier Trust bought 34 AutoZone shares in Q1 2026, an estimated $122K.
AutoZone made up 0.01% of Whittier Trust's portfolio in Q1 2026, its #428 holding.
Whittier Trust first reported a position in AutoZone in Q1 2019 and has held it in 29 quarters since.
1,291 funds tracked by Wall St. Rank held AutoZone as of Q1 2026.

Based on Whittier Trust's 13F filing for Q1 2026, filed 28 Apr 2026.