BPWM
ORLY icon

Badgley Phelps Wealth Managers’s O'Reilly Automotive ORLY Stock Holding History

Badgley Phelps Wealth Managers’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 		$19.1M Buy
207,053
+1,216
+0.6% +$114K 0.38% 73
2025
Q4 		$18.8M Buy
205,837
+3,867
+2% +$378K 0.34% 71
2025
Q3 		$21.8M Sell
201,970
-1,630
-0.8% -$164K 0.46% 57
2025
Q2 		$18.4M Sell
203,600
-3,175
-2% -$289K 0.41% 67
2025
Q1 		$19.7M Sell
206,775
-2,220
-1% -$193K 0.48% 60
2024
Q4 		$16.5M Buy
208,995
+270
+0.1% +$21.8K 0.39% 75
2024
Q3 		$16M Sell
208,725
-825
-0.4% -$60.6K 0.37% 80
2024
Q2 		$14.8M Sell
209,550
-4,605
-2% -$318K 0.37% 78
2024
Q1 		$16.1M Buy
214,155
+570
+0.3% +$39.9K 0.4% 79
2023
Q4 		$13.5M Buy
213,585
+1,980
+0.9% +$125K 0.37% 81
2023
Q3 		$12.8M Buy
211,605
+71,490
+51% +$4.48M 0.44% 73
2023
Q2 		$8.92M Buy
140,115
+5,115
+4% +$312K 0.29% 96
2023
Q1 		$7.64M Buy
+135,000
New +$7.4M 0.28% 102

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

Badgley Phelps Wealth Managers's ORLY Position: Q1 2026 in Review

Badgley Phelps Wealth Managers increased its O'Reilly Automotive (ORLY) stake by 0.59% in Q1 2026, buying an estimated $114K and bringing the position to 207,053 shares worth $19.1M. The position accounts for 0.38% of the portfolio, ranked #73.

Badgley Phelps Wealth Managers first reported a position in ORLY in Q1 2023 and has held it in 13 quarters since. The position peaked at $21.8M in Q3 2025. 1,649 funds tracked by Wall St. Rank hold ORLY as of Q1 2026.

  • Badgley Phelps Wealth Managers held 207,053 shares of O'Reilly Automotive worth $19.1M as of Q1 2026.
  • Badgley Phelps Wealth Managers bought 1,216 O'Reilly Automotive shares in Q1 2026, an estimated $114K.
  • O'Reilly Automotive made up 0.38% of Badgley Phelps Wealth Managers's portfolio in Q1 2026, its #73 holding.
  • Badgley Phelps Wealth Managers first reported a position in O'Reilly Automotive in Q1 2023 and has held it in 13 quarters since.
  • Badgley Phelps Wealth Managers's O'Reilly Automotive position peaked at $21.8M in Q3 2025.
  • 1,649 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q1 2026, filed 15 Apr 2026.