Position in AZO
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$287,111
-$4,558 QoQ
Shares Held
85
-1.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
14 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 Mar 31, 2026Pinnacle Wealth Planning Services, Inc. holds $2,619,034 across 32 Auto Parts names. AZO ranks #2 (11.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ORLY |
O Reilly Automotive Inc
|
6,860 | $633,246 | |
| 2 | AZO |
Autozone Inc
This page
|
85 | $287,111 | |
| 3 | BWA |
Borgwarner Inc
|
5,083 | $275,803 | |
| 4 | MOD |
Modine Manufacturing Co
|
1,035 | $224,294 | |
| 5 | PHIN |
Phinia Inc.
|
2,408 | $164,803 | |
| 6 | LKQ |
Lkq Corp
|
5,061 | $148,641 | |
| 7 | GPC |
Genuine Parts Co
|
1,217 | $128,697 | |
| 8 | MNRO |
Monro, Inc.
|
7,655 | $122,786 |
All Filings in AZO
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $287,111 | 85 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $291,669 | 86 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $368,960 | 86 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $319,251 | 86 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $209,702 | 55 | Shares | Sole | 2025-05-15 | |
| 2024-09-30 | $267,753 | 85 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $251,948 | 85 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $267,890 | 85 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $219,776 | 85 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $215,899 | 85 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $211,935 | 85 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $208,942 | 85 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $209,625 | 85 | Shares | Sole | 2023-02-13 | |
| 2020-12-31 | $90,093 | 76 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||