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Boston Financial Management’s O'Reilly Automotive ORLY Stock Holding History

Boston Financial 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
Q4 		$29.7M Buy
375,870
+3,180
+0.9% +$256K 0.9% 34
2024
Q3 		$28.6M Buy
372,690
+10,020
+3% +$736K 0.85% 36
2024
Q2 		$25.5M Buy
362,670
+6,000
+2% +$415K 0.81% 38
2024
Q1 		$26.8M Buy
356,670
+7,020
+2% +$491K 0.85% 36
2023
Q4 		$22.1M Buy
349,650
+6,540
+2% +$413K 0.75% 42
2023
Q3 		$20.8M Buy
343,110
+2,190
+0.6% +$137K 0.78% 42
2023
Q2 		$21.7M Buy
340,920
+9,270
+3% +$566K 0.79% 37
2023
Q1 		$18.8M Buy
331,650
+690
+0.2% +$37.8K 0.73% 40
2022
Q4 		$18.6M Buy
330,960
+15,360
+5% +$826K 0.75% 43
2022
Q3 		$14.8M Buy
+315,600
New +$14.7M 0.64% 48
2022
Q1 		– Sell
-7,425
Closed -$350K – 294
2021
Q4 		$350K Buy
+7,425
New +$321K 0.01% 220

Other funds holding ORLY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

Boston Financial Management's ORLY Position: Q4 2024 in Review

Boston Financial Management increased its O'Reilly Automotive (ORLY) stake by 0.85% in Q4 2024, buying an estimated $256K and bringing the position to 375,870 shares worth $29.7M. The position accounts for 0.9% of the portfolio, ranked #34.

Boston Financial Management first reported a position in ORLY in Q4 2021 and has held it in 11 quarters since. 1,517 funds tracked by Wall St. Rank hold ORLY as of Q4 2024.

  • Boston Financial Management held 375,870 shares of O'Reilly Automotive worth $29.7M as of Q4 2024.
  • Boston Financial Management bought 3,180 O'Reilly Automotive shares in Q4 2024, an estimated $256K.
  • O'Reilly Automotive made up 0.9% of Boston Financial Management's portfolio in Q4 2024, its #34 holding.
  • Boston Financial Management first reported a position in O'Reilly Automotive in Q4 2021 and has held it in 11 quarters since.
  • 1,517 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q4 2024.

Based on Boston Financial Management's 13F filing for Q4 2024, filed 3 Feb 2025.