Position in AZO
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$7,357,053
+$419,093 QoQ
Shares Held
2,302
+12.1% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#331
of 1,260 holders
Holding Since
Sep 2024
5 quarters on record
Voting authority
Sole 88%
Shared 0%
None 12%
Common Shares in AZO Over Time
Shares Held
Position Value (USD)
Position in Auto Parts
Consumer Cyclical · as of Jun 30, 2026BALDWIN WEALTH PARTNERS LLC/MA holds $7,886,110 across 2 Auto Parts names. AZO ranks #1 (93.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AZO |
Autozone Inc
This page
|
2,302 | $7,357,053 | |
| 2 | ORLY |
O Reilly Automotive Inc
|
5,745 | $529,057 |
All Filings in AZO
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,357,053 | 2,302 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $6,937,960 | 2,054 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $7,074,669 | 2,086 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $9,665,911 | 2,253 | Shares | Sole | 2025-10-14 | |
| 2024-09-30 | $6,300 | 2 | Shares | Sole | 2024-10-16 | |
| No filing history on record for this holder in this stock. | ||||||