Position in AZO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$297,222
+$16,867 QoQ
Shares Held
93
+12.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#917
of 1,260 holders
Holding Since
Mar 2022
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AZO Over Time
Shares Held
Position Value (USD)
Position in Auto Parts
Consumer Cyclical · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $1,166,252 across 11 Auto Parts names. AZO ranks #2 (25.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GPC |
Genuine Parts Co
|
3,028 | $357,243 | |
| 2 | AZO |
Autozone Inc
This page
|
93 | $297,222 | |
| 3 | ALV |
Autoliv Inc
|
2,019 | $234,547 | |
| 4 | ORLY |
O Reilly Automotive Inc
|
2,100 | $193,389 | |
| 5 | GT |
Goodyear Tire & Rubber Co /Oh/
|
5,000 | $33,000 | |
| 6 | LEA |
Lear Corp
|
135 | $18,098 | |
| 7 | AUR |
Aurora Innovation, Inc.
|
2,029 | $13,837 | |
| 8 | APTV |
Aptiv PLC
|
179 | $10,987 |
All Filings in AZO
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $297,222 | 93 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $280,355 | 83 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $281,494 | 83 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $364,670 | 85 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $315,539 | 85 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $324,086 | 85 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $272,170 | 85 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $267,753 | 85 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $248,984 | 84 | Shares | Sole | 2024-07-25 | |
| 2022-06-30 | $595,306 | 277 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $592,928 | 290 | Shares | Sole | 2022-04-29 | |
| No filing history on record for this holder in this stock. | ||||||