Widmann Financial Services’s AZZ Inc AZZ Stock Holding History

Widmann Financial Services’s Portfolio AZZ Stock Details AZZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$359K	Hold	2,868	–	–	0.21%	86
2025 Q4	$307K	Buy	+2,868	New	+$297K	0.19%	92
2025 Q2	–	Sell	-2,440	Closed	-$204K	–	109
2025 Q1	$204K	Buy	+2,440	New	+$218K	0.16%	100
2024 Q4	–	Sell	-2,940	Closed	-$243K	–	102
2024 Q3	$243K	Hold	2,940	–	–	0.18%	88
2024 Q2	$227K	Hold	2,940	–	–	0.18%	87
2024 Q1	$227K	Buy	+2,940	New	+$199K	0.19%	88

Other funds holding AZZ

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Widmann Financial Services's AZZ Position: Q1 2026 in Review

Widmann Financial Services held its AZZ Inc (AZZ) position steady in Q1 2026 at 2,868 shares worth $359K. The position accounts for 0.21% of the portfolio, ranked #86.

Widmann Financial Services first reported a position in AZZ in Q1 2024 and has held it in 6 quarters since. 336 funds tracked by Wall St. Rank hold AZZ as of Q1 2026.

Widmann Financial Services held 2,868 shares of AZZ Inc worth $359K as of Q1 2026.
Widmann Financial Services left its AZZ Inc share count unchanged in Q1 2026.
AZZ Inc made up 0.21% of Widmann Financial Services's portfolio in Q1 2026, its #86 holding.
Widmann Financial Services first reported a position in AZZ Inc in Q1 2024 and has held it in 6 quarters since.
336 funds tracked by Wall St. Rank held AZZ Inc as of Q1 2026.

Based on Widmann Financial Services's 13F filing for Q1 2026, filed 15 May 2026.