XML Financial’s AutoZone AZO Stock Holding History

XML Financial’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	$233K	Hold	73	–	–	0.02%	410
2026 Q1	$247K	Buy	73 +5	+7%	+$17.9K	0.02%	376
2025 Q4	$231K	Hold	68	–	–	0.02%	384
2025 Q3	$292K	Hold	68	–	–	0.02%	316
2025 Q2	$252K	Hold	68	–	–	0.02%	324
2025 Q1	$259K	Hold	68	–	–	0.02%	303
2024 Q4	$218K	Hold	68	–	–	0.02%	330
2024 Q3	$214K	Hold	68	–	–	0.02%	320
2024 Q2	$202K	Hold	68	–	–	0.02%	321
2024 Q1	$214K	Buy	+68	New	+$194K	0.02%	316

Other funds holding AZO

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

XML Financial's AZO Position: Q2 2026 in Review

XML Financial held its AutoZone (AZO) position steady in Q2 2026 at 73 shares worth $233K. The position accounts for 0.02% of the portfolio, ranked #410.

XML Financial first reported a position in AZO in Q1 2024 and has held it in 10 quarters since. The position peaked at $292K in Q3 2025. 1,272 funds tracked by Wall St. Rank hold AZO as of Q2 2026.

XML Financial held 73 shares of AutoZone worth $233K as of Q2 2026.
XML Financial left its AutoZone share count unchanged in Q2 2026.
AutoZone made up 0.02% of XML Financial's portfolio in Q2 2026, its #410 holding.
XML Financial first reported a position in AutoZone in Q1 2024 and has held it in 10 quarters since.
XML Financial's AutoZone position peaked at $292K in Q3 2025.
1,272 funds tracked by Wall St. Rank held AutoZone as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.