Position in AZO
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$13,511
-$55 QoQ
Shares Held
4
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AZO Over Time
Shares Held
Position Value (USD)
Position in Auto Parts
Consumer Cyclical · as of Mar 31, 2026Cherry Tree Wealth Management, LLC holds $17,491 across 2 Auto Parts names. AZO ranks #1 (77.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AZO |
Autozone Inc
This page
|
4 | $13,511 | |
| 2 | ALSN |
Allison Transmission Holdings Inc
|
34 | $3,980 |
All Filings in AZO
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,511 | 4 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $13,566 | 4 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $21,451 | 5 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $18,561 | 5 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $30,502 | 8 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $25,616 | 8 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $25,200 | 8 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $23,712 | 8 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $15,758 | 5 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $12,928 | 5 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $12,699 | 5 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $12,466 | 5 | Shares | Sole | 2023-08-09 | |
| No filing history on record for this holder in this stock. | ||||||