AF
ORLY icon

AGP Franklin’s O'Reilly Automotive ORLY Stock Holding History

AGP Franklin’s Portfolio ORLY Stock Details ORLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.72M Buy
29,516
+1,607
+6% +$151K 1.36% 22
2025
Q4 		$2.55M Buy
27,909
+990
+4% +$96.7K 1.19% 28
2025
Q3 		$2.9M Buy
26,919
+30
+0.1% +$3.02K 1.41% 26
2025
Q2 		$2.42M Sell
26,889
-126
-0.5% -$11.5K 1.28% 27
2025
Q1 		$2.52M Sell
27,015
-90
-0.3% -$7.83K 1.55% 23
2024
Q4 		$2.14M Buy
+27,105
New +$2.19M 1.3% 35

Other funds holding ORLY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AGP Franklin's ORLY Position: Q1 2026 in Review

AGP Franklin increased its O'Reilly Automotive (ORLY) stake by 5.8% in Q1 2026, buying an estimated $151K and bringing the position to 29,516 shares worth $2.72M. The position accounts for 1.36% of the portfolio, ranked #22.

AGP Franklin first reported a position in ORLY in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.9M in Q3 2025. 1,649 funds tracked by Wall St. Rank hold ORLY as of Q1 2026.

  • AGP Franklin held 29,516 shares of O'Reilly Automotive worth $2.72M as of Q1 2026.
  • AGP Franklin bought 1,607 O'Reilly Automotive shares in Q1 2026, an estimated $151K.
  • O'Reilly Automotive made up 1.36% of AGP Franklin's portfolio in Q1 2026, its #22 holding.
  • AGP Franklin first reported a position in O'Reilly Automotive in Q4 2024 and has held it in 6 quarters since.
  • AGP Franklin's O'Reilly Automotive position peaked at $2.9M in Q3 2025.
  • 1,649 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2026.

Based on AGP Franklin's 13F filing for Q1 2026, filed 17 Apr 2026.