AutoZone, Inc.
US ˙ NYSE ˙ US0533321024

SecurityAZO / AutoZone, Inc.
InstitutionAE Wealth Management LLC
Latest Disclosed Ownership107 shares
Latest Disclosed Value $ 359,735
AE Wealth Management LLC reports 3.88% increase in ownership of AZO / AutoZone, Inc.

On May 13, 2026 - AE Wealth Management LLC filed a 13F-HR form disclosing ownership of 107 shares of AutoZone, Inc. (US:AZO) valued at $361,422 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 103 shares of AutoZone, Inc.. This represents a change in shares of 3.88% during the quarter. The current value of the position is $327,597 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-13 2026-03-31 13F AUTOZONE COM 053332102 107 4 3.88 360 2.87 0.0001
2026-01-26 2025-12-31 13F AUTOZONE COM 053332102 103 25 32.05 349 4.18 0.0020
2025-11-03 2025-09-30 13F AUTOZONE COM 053332102 78 4 5.41 336 21.82 0.0021
2025-08-06 2025-06-30 13F AUTOZONE COM 053332102 74 5 7.25 276 4.96 0.0020
2025-05-06 2025-03-31 13F AUTOZONE COM 053332102 69 -1 -1.43 263 17.49 0.0022
2025-02-13 2024-12-31 13F AUTOZONE COM 053332102 70 1 1.45 224 3.24 0.0019
2024-11-14 2024-09-30 13F AUTOZONE COM 053332102 69 -9 -11.54 217 -6.49 0.0020
2024-08-12 2024-06-30 13F AUTOZONE COM 053332102 78 -4 -4.88 231 -10.47 0.0023
2024-05-15 2024-03-31 13F AUTOZONE COM 053332102 82 -456 -84.76 258 -82.74 0.0029
2024-02-14 2023-12-31 13F AUTOZONE COM 053332102 538 -113 -17.36 1,496 -9.56 0.0076
2023-10-11 2023-09-30 13F AUTOZONE COM 053332102 651 258 65.65 1,654 68.67 0.0099
2023-07-10 2023-06-30 13F AUTOZONE COM 053332102 393 -29 -6.87 980 -5.50 0.0059
2023-04-14 2023-03-31 13F AUTOZONE COM 053332102 422 -782 -64.95 1,038 -65.07 0.0067
2023-01-31 2022-12-31 13F AUTOZONE COM 053332102 1,204 -281 -18.92 2,970 -6.66 0.0215
2022-10-25 2022-09-30 13F AUTOZONE COM 053332102 1,485 -47 -3.07 3,181 -3.40 0.0252
2022-08-03 2022-06-30 13F AUTOZONE COM 053332102 1,532 -283 -15.59 3,293 -11.26 0.0263
2022-04-18 2022-03-31 13F AUTOZONE COM 053332102 1,815 -1,635 -47.39 3,711 -48.69 0.0255
2022-01-20 2021-12-31 13F AUTOZONE COM 053332102 3,450 1,298 60.32 7,233 97.95 0.0504
2021-11-01 2021-09-30 13F AUTOZONE COM 053332102 2,152 160 8.03 3,654 22.91 0.0301
2021-07-21 2021-06-30 13F AUTOZONE COM 053332102 1,992 621 45.30 2,973 54.44 0.0260
2021-04-27 2021-03-31 13F AUTOZONE COM 053332102 1,371 -162 -10.57 1,925 5.94 0.0194
2021-02-01 2020-12-31 13F AUTOZONE COM 053332102 1,533 461 43.00 1,817 43.98 0.0206
2020-11-06 2020-09-30 13F AUTOZONE COM 053332102 1,072 -309 -22.38 1,262 -19.00 0.0180
2020-08-05 2020-06-30 13F AUTOZONE COM 053332102 1,381 341 32.79 1,558 77.05 0.0241
2020-05-07 2020-03-31 13F AUTOZONE COM 053332102 1,040 92 9.70 880 -22.05 0.0202
2020-01-15 2019-12-31 13F AUTOZONE COM 053332102 948 91 10.62 1,129 21.40 0.0245
2019-11-05 2019-09-30 13F AUTOZONE COM 053332102 857 328 62.00 930 59.79 0.0269
2019-07-22 2019-06-30 13F AUTOZONE COM 053332102 529 35 7.09 582 15.02 0.0175
2019-05-14 2019-03-31 13F AUTOZONE COM 053332102 494 244 97.60 506 140.95 0.0352
2019-02-14 2018-12-31 13F AUTOZONE COM 053332102 250 250 210 0.0359
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.