BSW
ORLY icon

Buckingham Strategic Wealth’s O'Reilly Automotive ORLY Stock Holding History

Buckingham Strategic Wealth’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
Q2 		$848K Sell
12,045
-3,570
-23% -$247K 0.01% 360
2024
Q1 		$1.18M Buy
15,615
+255
+2% +$17.8K 0.01% 310
2023
Q4 		$973K Buy
15,360
+315
+2% +$19.9K 0.01% 330
2023
Q3 		$912K Buy
15,045
+75
+0.5% +$4.7K 0.01% 305
2023
Q2 		$953K Sell
14,970
-90
-0.6% -$5.5K 0.01% 307
2023
Q1 		$847K Hold
15,060
– – 0.02% 291
2022
Q4 		$847K Buy
15,060
+435
+3% +$23.4K 0.02% 292
2022
Q3 		$686K Buy
14,625
+465
+3% +$21.7K 0.01% 307
2022
Q2 		$596K Buy
14,160
+825
+6% +$35.5K 0.01% 333
2022
Q1 		$609K Buy
+13,335
New +$596K 0.01% 333

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Buckingham Strategic Wealth's ORLY Position: Q2 2024 in Review

Buckingham Strategic Wealth reduced its O'Reilly Automotive (ORLY) stake by 23% in Q2 2024, selling an estimated $247K and leaving 12,045 shares worth $848K. The position accounts for 0.01% of the portfolio, ranked #360.

Buckingham Strategic Wealth first reported a position in ORLY in Q1 2022 and has held it in 10 quarters since. The position peaked at $1.18M in Q1 2024. 1,393 funds tracked by Wall St. Rank hold ORLY as of Q2 2024.

  • Buckingham Strategic Wealth held 12,045 shares of O'Reilly Automotive worth $848K as of Q2 2024.
  • Buckingham Strategic Wealth sold 3,570 O'Reilly Automotive shares in Q2 2024, an estimated $247K.
  • O'Reilly Automotive made up 0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #360 holding.
  • Buckingham Strategic Wealth first reported a position in O'Reilly Automotive in Q1 2022 and has held it in 10 quarters since.
  • Buckingham Strategic Wealth's O'Reilly Automotive position peaked at $1.18M in Q1 2024.
  • 1,393 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.