Position in AZO
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$361,414
+$12,094 QoQ
Shares Held
107
+3.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in AZO Over Time
Shares Held
Position Value (USD)
Position in Auto Parts
Consumer Cyclical · as of Mar 31, 2026AE Wealth Management LLC holds $25,283,722 across 8 Auto Parts names. AZO ranks #6 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GPC |
Genuine Parts Co
|
166,117 | $17,566,847 | |
| 2 | ORLY |
O Reilly Automotive Inc
|
55,995 | $5,168,867 | |
| 3 | BWA |
Borgwarner Inc
|
10,629 | $576,718 | |
| 4 | DAN |
DANA Inc
|
15,125 | $508,943 | |
| 5 | MGA |
Magna International Inc
|
7,162 | $399,710 | |
| 6 | AZO |
Autozone Inc
This page
|
107 | $361,414 | |
| 7 | ALV |
Autoliv Inc
|
3,398 | $357,320 | |
| 8 | MOD |
Modine Manufacturing Co
|
1,587 | $343,903 |
All Filings in AZO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $361,414 | 107 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $349,320 | 103 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $334,633 | 78 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $274,699 | 74 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $263,078 | 69 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $224,140 | 70 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $217,352 | 69 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $231,198 | 78 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $258,434 | 82 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $1,391,058 | 538 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,653,533 | 651 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $979,890 | 393 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $1,037,339 | 422 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $2,969,280 | 1,204 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $3,180,765 | 1,485 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $3,292,451 | 1,532 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $3,710,912 | 1,815 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $7,232,545 | 3,450 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $3,654,074 | 2,152 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $2,972,502 | 1,992 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $1,925,295 | 1,371 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $1,817,279 | 1,533 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $1,262,430 | 1,072 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $1,557,933 | 1,381 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $879,840 | 1,040 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||