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

Argent 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 		$44M Sell
478,193
-58,609
-11% -$5.35M 1.39% 24
2026
Q1 		$49.6M Sell
536,802
-46,882
-8% -$4.4M 1.56% 22
2025
Q4 		$53.2M Sell
583,684
-17,540
-3% -$1.71M 1.51% 23
2025
Q3 		$64.8M Sell
601,224
-5,907
-1% -$594K 1.77% 20
2025
Q2 		$54.7M Sell
607,131
-8,529
-1% -$778K 1.57% 26
2025
Q1 		$58.8M Sell
615,660
-10,305
-2% -$896K 1.8% 23
2024
Q4 		$49.5M Sell
625,965
-15,090
-2% -$1.22M 1.4% 27
2024
Q3 		$49.2M Sell
641,055
-12,420
-2% -$912K 1.36% 27
2024
Q2 		$46M Sell
653,475
-9,765
-1% -$675K 1.35% 26
2024
Q1 		$49.9M Buy
+663,240
New +$46.4M 1.45% 26

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Argent Capital Management's ORLY Position: Q2 2026 in Review

Argent Capital Management reduced its O'Reilly Automotive (ORLY) stake by 11% in Q2 2026, selling an estimated $5.35M and leaving 478,193 shares worth $44M. The position accounts for 1.39% of the portfolio, ranked #24.

Argent Capital Management first reported a position in ORLY in Q1 2024 and has held it in 10 quarters since. The position peaked at $64.8M in Q3 2025. 1,658 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

  • Argent Capital Management held 478,193 shares of O'Reilly Automotive worth $44M as of Q2 2026.
  • Argent Capital Management sold 58,609 O'Reilly Automotive shares in Q2 2026, an estimated $5.35M.
  • O'Reilly Automotive made up 1.39% of Argent Capital Management's portfolio in Q2 2026, its #24 holding.
  • Argent Capital Management first reported a position in O'Reilly Automotive in Q1 2024 and has held it in 10 quarters since.
  • Argent Capital Management's O'Reilly Automotive position peaked at $64.8M in Q3 2025.
  • 1,658 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on Argent Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.