WJWM
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Williams Jones Wealth Management’s AutoZone AZO Stock Holding History

Williams Jones Wealth 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
2026
Q2 		$1.48M Sell
462
-654
-59% -$2.17M 0.02% 237
2026
Q1 		$3.77M Sell
1,116
-210
-16% -$754K 0.05% 152
2025
Q4 		$4.5M Buy
1,326
+11
+0.8% +$41.6K 0.05% 138
2025
Q3 		$5.64M Buy
1,315
+121
+10% +$485K 0.06% 128
2025
Q2 		$4.43M Buy
1,194
+99
+9% +$365K 0.05% 141
2025
Q1 		$4.17M Buy
1,095
+57
+5% +$197K 0.05% 142
2024
Q4 		$3.32M Buy
1,038
+31
+3% +$98.2K 0.04% 158
2024
Q3 		$3.17M Buy
1,007
+59
+6% +$181K 0.04% 162
2024
Q2 		$2.81M Sell
948
-80
-8% -$234K 0.03% 168
2024
Q1 		$3.24M Buy
1,028
+121
+13% +$346K 0.04% 155
2023
Q4 		$2.35M Buy
907
+340
+60% +$882K 0.03% 180
2023
Q3 		$1.44M Buy
567
+471
+491% +$1.18M 0.02% 222
2023
Q2 		$239K Buy
96
+5
+5% +$12.8K ﹤0.01% 455
2023
Q1 		$224K Buy
91
+4
+5% +$9.76K ﹤0.01% 492
2022
Q4 		$215K Buy
+87
New +$210K ﹤0.01% 497

Other funds holding AZO

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Williams Jones Wealth Management's AZO Position: Q2 2026 in Review

Williams Jones Wealth Management reduced its AutoZone (AZO) stake by 59% in Q2 2026, selling an estimated $2.17M and leaving 462 shares worth $1.48M. The position accounts for 0.02% of the portfolio, ranked #237.

Williams Jones Wealth Management first reported a position in AZO in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.64M in Q3 2025. 1,270 funds tracked by Wall St. Rank hold AZO as of Q2 2026.

  • Williams Jones Wealth Management held 462 shares of AutoZone worth $1.48M as of Q2 2026.
  • Williams Jones Wealth Management sold 654 AutoZone shares in Q2 2026, an estimated $2.17M.
  • AutoZone made up 0.02% of Williams Jones Wealth Management's portfolio in Q2 2026, its #237 holding.
  • Williams Jones Wealth Management first reported a position in AutoZone in Q4 2022 and has held it in 15 quarters since.
  • Williams Jones Wealth Management's AutoZone position peaked at $5.64M in Q3 2025.
  • 1,270 funds tracked by Wall St. Rank held AutoZone as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.