James T. Borello RIA’s AutoZone AZO Stock Holding History

James T. Borello RIA’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 Q3	$2.65M	Buy	935 +2	+0.2%	+$5.98K	0.55%	30
2026 Q2	$2.98M	Sell	933 -1	-0.1%	-$3.32K	0.64%	24
2026 Q1	$3.15M	Buy	934 +2	+0.2%	+$7.18K	0.8%	24
2025 Q4	$3.16M	Hold	932	–	–	0.81%	24
2025 Q3	$4M	Buy	932 +2	+0.2%	+$8.02K	1.08%	22
2025 Q2	$3.45M	Hold	930	–	–	1.01%	24
2025 Q1	$3.55M	Hold	930	–	–	1.14%	23
2024 Q4	$2.98M	Hold	930	–	–	1.11%	24
2024 Q3	$2.93M	Hold	930	–	–	1.19%	22
2024 Q2	$2.76M	Hold	930	–	–	1.22%	19
2024 Q1	$2.93M	Buy	+930	New	+$2.66M	1.34%	17

Other funds holding AZO

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

FAS

Formuepleje A/S Aarhus C, Denmark $1.21B AUM 21.62% 1-Year Est. Return

CTA

Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return

MJRIC

Mogy Joel R Investment Counsel Beverly Hills, California $1.87B AUM 18.64% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

James T. Borello RIA's AZO Position: Q3 2026 in Review

James T. Borello RIA increased its AutoZone (AZO) stake by 0.21% in Q3 2026, buying an estimated $5.98K and bringing the position to 935 shares worth $2.65M. The position accounts for 0.55% of the portfolio, ranked #30.

James T. Borello RIA first reported a position in AZO in Q1 2024 and has held it in 11 quarters since. The position peaked at $4M in Q3 2025. 157 funds tracked by Wall St. Rank hold AZO as of Q3 2026.

James T. Borello RIA held 935 shares of AutoZone worth $2.65M as of Q3 2026.
James T. Borello RIA bought 2 AutoZone shares in Q3 2026, an estimated $5.98K.
AutoZone made up 0.55% of James T. Borello RIA's portfolio in Q3 2026, its #30 holding.
James T. Borello RIA first reported a position in AutoZone in Q1 2024 and has held it in 11 quarters since.
James T. Borello RIA's AutoZone position peaked at $4M in Q3 2025.
157 funds tracked by Wall St. Rank held AutoZone as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.