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

BKM Wealth 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
2024 Q1	–	Sell	-300	Closed	-$19K	–	438
2023 Q4	$19K	Buy	+300	New	+$19K	0.01%	386

Other funds holding ORLY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BKM Wealth Management's ORLY Position: Q1 2024 in Review

BKM Wealth Management sold out of O'Reilly Automotive (ORLY) in Q1 2024, closing a stake of 300 shares — an estimated $19K sold.

BKM Wealth Management first reported a position in ORLY in Q4 2023 and held it in 1 quarter. The position peaked at $19K in Q4 2023. 1,386 funds tracked by Wall St. Rank hold ORLY as of Q1 2024.

BKM Wealth Management reported no remaining O'Reilly Automotive position as of Q1 2024 after selling out during the quarter.
BKM Wealth Management sold 300 O'Reilly Automotive shares in Q1 2024, an estimated $19K.
BKM Wealth Management first reported a position in O'Reilly Automotive in Q4 2023 and held it in 1 quarter.
BKM Wealth Management's O'Reilly Automotive position peaked at $19K in Q4 2023.
1,386 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.