Beacon Financial Group’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
$694K Buy
7,533
+121
+2% +$11K 0.06% 204
2026
Q1
$684K Buy
7,412
+64
+0.9% +$6K 0.07% 199
2025
Q4
$670K Buy
7,348
+27
+0.4% +$2.64K 0.07% 196
2025
Q3
$789K Buy
7,321
+66
+0.9% +$6.63K 0.08% 190
2025
Q2
$654K Sell
7,255
-5
-0.1% -$456 0.07% 200
2025
Q1
$693K Sell
7,260
-405
-5% -$35.2K 0.08% 190
2024
Q4
$605K Sell
7,665
-705
-8% -$56.8K 0.07% 198
2024
Q3
$642K Buy
8,370
+75
+0.9% +$5.51K 0.07% 195
2024
Q2
$584K Sell
8,295
-510
-6% -$35.3K 0.07% 196
2024
Q1
$662K Sell
8,805
-270
-3% -$18.9K 0.08% 192
2023
Q4
$574K Buy
9,075
+315
+4% +$19.9K 0.07% 190
2023
Q3
$548K Sell
8,760
-10,710
-55% -$672K 0.08% 171
2023
Q2
$1.22M Sell
19,470
-1,230
-6% -$75.1K 0.16% 122
2023
Q1
$1.2M Sell
20,700
-4,365
-17% -$239K 0.17% 124
2022
Q4
$1.41M Buy
25,065
+180
+0.7% +$9.68K 0.19% 117
2022
Q3
$1.18M Sell
24,885
-645
-3% -$30.1K 0.18% 117
2022
Q2
$1.07M Sell
25,530
-975
-4% -$41.9K 0.16% 132
2022
Q1
$1.22M Hold
26,505
0.16% 130
2021
Q4
$1.23M Buy
26,505
+1,080
+4% +$46.7K 0.16% 129
2021
Q3
$1.06M Buy
25,425
+915
+4% +$36.6K 0.14% 132
2021
Q2
$992K Buy
24,510
+1,440
+6% +$51.7K 0.14% 134
2021
Q1
$731K Hold
23,070
0.11% 145
2020
Q4
$731K Buy
23,070
+1,050
+5% +$31.7K 0.11% 146
2020
Q3
$677K Buy
22,020
+300
+1% +$9.12K 0.12% 136
2020
Q2
$612K Buy
21,720
+345
+2% +$9.02K 0.12% 134
2020
Q1
$453K Sell
21,375
-1,440
-6% -$36.8K 0.1% 138
2019
Q4
$667K Sell
22,815
-660
-3% -$18.9K 0.08% 142
2019
Q3
$617K Buy
23,475
+165
+0.7% +$4.26K 0.11% 132
2019
Q2
$574K Buy
23,310
+720
+3% +$18.2K 0.1% 138
2019
Q1
$585 Sell
22,590
-855
-4% -$20.7K 0.1% 127
2018
Q4
$535K Sell
23,445
-1,620
-6% -$36.9K 0.1% 128
2018
Q3
$580K Sell
25,065
-1,275
-5% -$27.1K 0.1% 130
2018
Q2
$480K Sell
26,340
-1,695
-6% -$29.5K 0.08% 138
2018
Q1
$462K Buy
28,035
+285
+1% +$4.82K 0.08% 144
2017
Q4
$445K Buy
27,750
+75
+0.3% +$1.12K 0.08% 137
2017
Q3
$397K Buy
+27,675
New +$365K 0.07% 141

Other funds holding ORLY

Beacon Financial Group's ORLY Position: Q2 2026 in Review

Beacon Financial Group increased its O'Reilly Automotive (ORLY) stake by 1.6% in Q2 2026, buying an estimated $11K and bringing the position to 7,533 shares worth $694K. The position accounts for 0.06% of the portfolio, ranked #204.

Beacon Financial Group first reported a position in ORLY in Q3 2017 and has held it in 36 quarters since. The position peaked at $1.41M in Q4 2022. 1,658 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

  • Beacon Financial Group held 7,533 shares of O'Reilly Automotive worth $694K as of Q2 2026.
  • Beacon Financial Group bought 121 O'Reilly Automotive shares in Q2 2026, an estimated $11K.
  • O'Reilly Automotive made up 0.06% of Beacon Financial Group's portfolio in Q2 2026, its #204 holding.
  • Beacon Financial Group first reported a position in O'Reilly Automotive in Q3 2017 and has held it in 36 quarters since.
  • Beacon Financial Group's O'Reilly Automotive position peaked at $1.41M in Q4 2022.
  • 1,658 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.