Alpha Family Trust’s O'Reilly Automotive ORLY Stock Holding History

Alpha Family Trust’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	$485K	Hold	5,250	–	–	0.24%	74
2025 Q4	$479K	Hold	5,250	–	–	0.22%	81
2025 Q3	$566K	Hold	5,250	–	–	0.27%	71
2025 Q2	$473K	Hold	5,250	–	–	0.23%	79
2025 Q1	$501K	Hold	5,250	–	–	0.29%	65
2024 Q4	$415K	Hold	5,250	–	–	0.23%	69
2024 Q3	$403K	Hold	5,250	–	–	0.23%	78
2024 Q2	$370K	Hold	5,250	–	–	0.22%	80
2024 Q1	$395K	Hold	5,250	–	–	0.24%	74
2023 Q4	$333K	Hold	5,250	–	–	0.22%	85
2023 Q3	$318K	Hold	5,250	–	–	0.24%	81
2023 Q2	$334K	Hold	5,250	–	–	0.23%	70
2023 Q1	$297K	Hold	5,250	–	–	0.24%	79
2022 Q4	$295K	Buy	+5,250	New	+$282K	0.27%	79

Other funds holding ORLY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Alpha Family Trust's ORLY Position: Q1 2026 in Review

Alpha Family Trust held its O'Reilly Automotive (ORLY) position steady in Q1 2026 at 5,250 shares worth $485K. The position accounts for 0.24% of the portfolio, ranked #74.

Alpha Family Trust first reported a position in ORLY in Q4 2022 and has held it in 14 quarters since. The position peaked at $566K in Q3 2025. 1,651 funds tracked by Wall St. Rank hold ORLY as of Q1 2026.

Alpha Family Trust held 5,250 shares of O'Reilly Automotive worth $485K as of Q1 2026.
Alpha Family Trust left its O'Reilly Automotive share count unchanged in Q1 2026.
O'Reilly Automotive made up 0.24% of Alpha Family Trust's portfolio in Q1 2026, its #74 holding.
Alpha Family Trust first reported a position in O'Reilly Automotive in Q4 2022 and has held it in 14 quarters since.
Alpha Family Trust's O'Reilly Automotive position peaked at $566K in Q3 2025.
1,651 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2026.

Based on Alpha Family Trust's 13F filing for Q1 2026, filed 13 May 2026.