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Bogart Wealth LLC’s O'Reilly Automotive ORLY Stock Holding History

Bogart Wealth LLC’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 		$22.6K Buy
245
+41
+20% +$3.85K ﹤0.01% 687
2025
Q4 		$18.6K Buy
204
+2
+1% +$195 ﹤0.01% 705
2025
Q3 		$21.8K Buy
202
+7
+4% +$704 ﹤0.01% 640
2025
Q2 		$17.6K Hold
195
– – ﹤0.01% 661
2025
Q1 		$18.6K Hold
195
– – ﹤0.01% 603
2024
Q4 		$15.4K Buy
195
+75
+63% +$6.05K ﹤0.01% 642
2024
Q3 		$9.21K Hold
120
– – ﹤0.01% 711
2024
Q2 		$8.45K Hold
120
– – ﹤0.01% 701
2024
Q1 		$9.03K Buy
120
+15
+14% +$1.05K ﹤0.01% 667
2023
Q4 		$6.65K Hold
105
– – ﹤0.01% 697
2023
Q3 		$6.36K Hold
105
– – ﹤0.01% 673
2023
Q2 		$6.69K Hold
105
– – ﹤0.01% 649
2023
Q1 		$5.94K Sell
105
-75
-42% -$4.11K ﹤0.01% 676
2022
Q4 		$10.1K Buy
180
+45
+33% +$2.42K ﹤0.01% 542
2022
Q3 		$6K Buy
+135
New +$6.29K ﹤0.01% 659
2019
Q4 		– Sell
-555
Closed -$15.9K – 401
2019
Q3 		$15K Buy
555
+45
+9% +$1.16K 0.01% 229
2019
Q2 		$12K Buy
510
+15
+3% +$380 0.01% 231
2019
Q1 		$12K Hold
495
– – 0.01% 232
2018
Q4 		$11K Buy
495
+60
+14% +$1.37K 0.01% 234
2018
Q3 		$10K Hold
435
– – 0.01% 226
2018
Q2 		$7K Sell
435
-135
-24% -$2.35K ﹤0.01% 265
2018
Q1 		$9K Hold
570
– – 0.01% 241
2017
Q4 		$9K Hold
570
– – 0.01% 238
2017
Q3 		$8K Buy
+570
New +$7.52K 0.01% 248

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

Bogart Wealth LLC's ORLY Position: Q1 2026 in Review

Bogart Wealth LLC increased its O'Reilly Automotive (ORLY) stake by 20% in Q1 2026, buying an estimated $3.85K and bringing the position to 245 shares worth $22.6K. The position accounts for ﹤0.01% of the portfolio, ranked #687.

Bogart Wealth LLC first reported a position in ORLY in Q3 2017 and has held it in 24 quarters since. 1,649 funds tracked by Wall St. Rank hold ORLY as of Q1 2026.

  • Bogart Wealth LLC held 245 shares of O'Reilly Automotive worth $22.6K as of Q1 2026.
  • Bogart Wealth LLC bought 41 O'Reilly Automotive shares in Q1 2026, an estimated $3.85K.
  • O'Reilly Automotive made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q1 2026, its #687 holding.
  • Bogart Wealth LLC first reported a position in O'Reilly Automotive in Q3 2017 and has held it in 24 quarters since.
  • 1,649 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.