Axxcess Wealth Management’s O'Reilly Automotive ORLY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.05M Buy
+22,278
New +$2.03M 0.03% 389
2026
Q1
Sell
-15,284
Closed -$1.39M 796
2025
Q4
$1.39M Sell
15,284
-2,346
-13% -$229K 0.02% 444
2025
Q3
$1.9M Buy
17,630
+1,382
+9% +$139K 0.04% 325
2025
Q2
$1.46M Sell
16,248
-4,317
-21% -$394K 0.03% 342
2025
Q1
$1.96M Sell
20,565
-4,155
-17% -$361K 0.05% 269
2024
Q4
$1.95M Buy
24,720
+720
+3% +$58.1K 0.05% 277
2024
Q3
$1.84M Sell
24,000
-690
-3% -$50.7K 0.05% 283
2024
Q2
$1.74M Sell
24,690
-4,080
-14% -$282K 0.05% 279
2024
Q1
$2.17M Sell
28,770
-3,915
-12% -$274K 0.06% 240
2023
Q4
$2.07M Sell
32,685
-945
-3% -$59.7K 0.06% 243
2023
Q3
$2.04M Buy
33,630
+2,475
+8% +$155K 0.07% 207
2023
Q2
$1.98M Buy
31,155
+15,120
+94% +$923K 0.14% 134
2023
Q1
$908K Buy
16,035
+2,295
+17% +$126K 0.07% 249
2022
Q4
$773K Buy
13,740
+9,090
+195% +$489K 0.06% 269
2022
Q3
$218K Sell
4,650
-150
-3% -$6.99K 0.02% 481
2022
Q2
$202K Buy
+4,800
New +$207K 0.02% 497

Other funds holding ORLY

Axxcess Wealth Management's ORLY Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in O'Reilly Automotive (ORLY) in Q2 2026: 22,278 shares worth $2.05M. The stake represents 0.03% of the portfolio and ranks #389 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in ORLY as recently as Q4 2025.

Axxcess Wealth Management first reported a position in ORLY in Q2 2022 and has held it in 16 quarters since. The position peaked at $2.17M in Q1 2024. 1,659 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

  • Axxcess Wealth Management held 22,278 shares of O'Reilly Automotive worth $2.05M as of Q2 2026.
  • O'Reilly Automotive was a new Axxcess Wealth Management position in Q2 2026.
  • O'Reilly Automotive made up 0.03% of Axxcess Wealth Management's portfolio in Q2 2026, its #389 holding.
  • Axxcess Wealth Management first reported a position in O'Reilly Automotive in Q2 2022 and has held it in 16 quarters since.
  • Axxcess Wealth Management's O'Reilly Automotive position peaked at $2.17M in Q1 2024.
  • 1,659 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.