Position in AZO
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,476,524
-$2,293,078 QoQ
Shares Held
462
-58.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#572
of 1,260 holders
Holding Since
Dec 2022
15 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, 2026Williams Jones Wealth Management, LLC. holds $120,588,578 across 6 Auto Parts names. AZO ranks #2 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ORLY |
O Reilly Automotive Inc
|
1,273,001 | $117,230,662 | |
| 2 | AZO |
Autozone Inc
This page
|
462 | $1,476,524 | |
| 3 | ALSN |
Allison Transmission Holdings Inc
|
6,334 | $714,095 | |
| 4 | BWA |
Borgwarner Inc
|
8,032 | $533,324 | |
| 5 | MOD |
Modine Manufacturing Co
|
1,400 | $373,828 | |
| 6 | GPC |
Genuine Parts Co
|
2,205 | $260,145 |
All Filings in AZO
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,476,524 | 462 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $3,769,602 | 1,116 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $4,497,129 | 1,326 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $5,641,665 | 1,315 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,432,402 | 1,194 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,174,994 | 1,095 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,323,676 | 1,038 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,172,090 | 1,007 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,809,966 | 948 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $3,239,896 | 1,028 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $2,345,148 | 907 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,440,174 | 567 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $239,362 | 96 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $223,691 | 91 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $214,557 | 87 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||