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Summit Financial, LLC

SEC CIK
0001765536
Latest filing
Aug 12, 2026

AZO holding history

AutoZone Inc in every 13F filed by Summit Financial, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AZO overviewAll 13F holders of AZOFull Q2 2026 holdings

Shares (Q2 2026)
676
Value
$2.16M
% of portfolio
<0.1%
Quarters held
10
Since Q4 2023
Holdings of AZO by Summit Financial, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026676$2.16M<0.1%−9−1.3%ReducedHolders
Q1 2026685$2.31M<0.1%+539+369.2%AddedHolders
Q4 2025146$495.2K<0.1%00.0%UnchangedHolders
Q3 2025146$626.4K<0.1%+15+11.5%AddedHolders
Q2 2025131$486.3K<0.1%00.0%UnchangedHolders
Q1 2025131$499.5K<0.1%+1+0.8%AddedHolders
Q4 2024130$416.3K<0.1%−4−3.0%ReducedHolders
Q3 2024134$422.1K<0.1%+29+27.6%AddedHolders
Q2 2024105$311.2K<0.1%+105NewHolders
Q1 20240$00.0%−109−100.0%Sold outHolders
Q4 2023109$281.8K<0.1%+109NewHolders