AFCM
ORLY icon

Applied Finance Capital Management’s O'Reilly Automotive ORLY Stock Holding History

Applied Finance Capital Management’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
Q2 		$4.16M Buy
45,119
+7,551
+20% +$689K 0.31% 61
2026
Q1 		$3.47M Buy
37,568
+757
+2% +$71K 0.26% 60
2025
Q4 		$3.36M Buy
36,811
+19,641
+114% +$1.92M 0.24% 61
2025
Q3 		$1.85M Sell
17,170
-170
-1% -$17.1K 0.13% 67
2025
Q2 		$1.56M Sell
17,340
-4,365
-20% -$398K 0.11% 82
2025
Q1 		$2.07M Sell
21,705
-600
-3% -$52.2K 0.15% 65
2024
Q4 		$1.76M Hold
22,305
– – 0.08% 71
2024
Q3 		$1.71M Buy
22,305
+2,115
+10% +$155K 0.07% 78
2024
Q2 		$1.42M Buy
+20,190
New +$1.4M 0.07% 76

Other funds holding ORLY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Applied Finance Capital Management's ORLY Position: Q2 2026 in Review

Applied Finance Capital Management increased its O'Reilly Automotive (ORLY) stake by 20% in Q2 2026, buying an estimated $689K and bringing the position to 45,119 shares worth $4.16M. The position accounts for 0.31% of the portfolio, ranked #61.

Applied Finance Capital Management first reported a position in ORLY in Q2 2024 and has held it in 9 quarters since. 1,660 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

  • Applied Finance Capital Management held 45,119 shares of O'Reilly Automotive worth $4.16M as of Q2 2026.
  • Applied Finance Capital Management bought 7,551 O'Reilly Automotive shares in Q2 2026, an estimated $689K.
  • O'Reilly Automotive made up 0.31% of Applied Finance Capital Management's portfolio in Q2 2026, its #61 holding.
  • Applied Finance Capital Management first reported a position in O'Reilly Automotive in Q2 2024 and has held it in 9 quarters since.
  • 1,660 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on Applied Finance Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.