WMS Partners’s AutoZone AZO Stock Holding History

WMS Partners’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	-115	Closed	-$368K	–	32
2024 Q4	$368K	Hold	115	–	–	0.02%	221
2024 Q3	$362K	Buy	+115	New	+$353K	0.02%	213

Other funds holding AZO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

WMS Partners's AZO Position: Q1 2025 in Review

WMS Partners sold out of AutoZone (AZO) in Q1 2025, closing a stake of 115 shares — an estimated $368K sold.

WMS Partners first reported a position in AZO in Q3 2024 and held it in 2 quarters. The position peaked at $368K in Q4 2024. 1,268 funds tracked by Wall St. Rank hold AZO as of Q1 2025.

WMS Partners reported no remaining AutoZone position as of Q1 2025 after selling out during the quarter.
WMS Partners sold 115 AutoZone shares in Q1 2025, an estimated $368K.
WMS Partners first reported a position in AutoZone in Q3 2024 and held it in 2 quarters.
WMS Partners's AutoZone position peaked at $368K in Q4 2024.
1,268 funds tracked by Wall St. Rank held AutoZone as of Q1 2025.

Based on WMS Partners's 13F filing for Q1 2025.