Position in AZO
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$229,689
-$11,107 QoQ
Shares Held
68
-4.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
5 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, 2026RMR Wealth Builders holds $480,072 across 1 Auto Parts name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BWA |
Borgwarner Inc
|
7,230 | $480,072 |
All Filings in AZO
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $229,689 | 68 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $240,796 | 71 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $231,672 | 54 | Shares | Sole | 2025-11-05 | |
| 2024-03-31 | $230,070 | 73 | Shares | Sole | 2024-04-15 | |
| 2023-09-30 | $233,679 | 92 | Shares | Sole | 2023-10-23 | |
| No filing history on record for this holder in this stock. | ||||||