Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s O'Reilly Automotive ORLY Stock Holding History

Carson Wealth (CWM 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 		$2.74M Sell
29,630
-2,644
-8% -$248K 0.01% 1061
2025
Q4 		$2.94M Sell
32,274
-3,269
-9% -$319K 0.01% 997
2025
Q3 		$3.83M Buy
35,543
+7,404
+26% +$744K 0.01% 831
2025
Q2 		$2.54M Sell
28,139
-2,416
-8% -$220K 0.01% 862
2025
Q1 		$2.92M Buy
30,555
+3,510
+13% +$305K 0.01% 695
2024
Q4 		$2.14M Sell
27,045
-1,695
-6% -$137K 0.01% 759
2024
Q3 		$2.21M Sell
28,740
-300
-1% -$22K 0.01% 665
2024
Q2 		$2.04M Sell
29,040
-1,155
-4% -$79.8K 0.01% 642
2024
Q1 		$2.27M Buy
30,195
+10,320
+52% +$722K 0.01% 591
2023
Q4 		$1.26M Buy
19,875
+660
+3% +$41.7K 0.01% 714
2023
Q3 		$1.16M Buy
19,215
+780
+4% +$48.9K 0.01% 682
2023
Q2 		$1.17M Buy
18,435
+660
+4% +$40.3K 0.01% 657
2023
Q1 		$1.01M Buy
17,775
+1,380
+8% +$75.6K 0.01% 664
2022
Q4 		$922K Buy
16,395
+1,275
+8% +$68.6K 0.01% 642
2022
Q3 		$709K Buy
15,120
+1,815
+14% +$84.6K 0.01% 645
2022
Q2 		$560K Buy
13,305
+2,610
+24% +$112K ﹤0.01% 705
2022
Q1 		$488K Buy
10,695
+4,170
+64% +$186K ﹤0.01% 740
2021
Q4 		$307K Buy
+6,525
New +$282K ﹤0.01% 862
2021
Q2 		$171K Hold
4,530
– – ﹤0.01% 956
2021
Q1 		$171K Hold
4,530
– – ﹤0.01% 956
2020
Q4 		$171K Hold
4,530
– – ﹤0.01% 956
2020
Q3 		$171K Hold
4,530
– – ﹤0.01% 956
2020
Q2 		$171K Hold
4,530
– – ﹤0.01% 956
2020
Q1 		$171K Hold
4,530
– – ﹤0.01% 956
2019
Q4 		$171K Hold
4,530
– – ﹤0.01% 956
2019
Q3 		$171K Hold
4,530
– – ﹤0.01% 956
2019
Q2 		$171K Hold
4,530
– – ﹤0.01% 956
2019
Q1 		$171K Buy
4,530
+735
+19% +$17.8K ﹤0.01% 956
2018
Q4 		$87K Buy
3,795
+180
+5% +$4.1K ﹤0.01% 759
2018
Q3 		$84K Buy
3,615
+3,195
+761% +$67.9K ﹤0.01% 647
2018
Q2 		$8K Sell
420
-195
-32% -$3.4K ﹤0.01% 1075
2018
Q1 		$10K Buy
615
+195
+46% +$3.3K ﹤0.01% 853
2017
Q4 		$7K Sell
420
-780
-65% -$11.6K ﹤0.01% 989
2017
Q3 		$17K Buy
1,200
+780
+186% +$10.3K ﹤0.01% 752
2017
Q2 		$6K Hold
420
– – ﹤0.01% 860
2017
Q1 		$8K Buy
420
+165
+65% +$2.98K ﹤0.01% 800
2016
Q4 		$5K Buy
+255
New +$4.66K ﹤0.01% 857
2014
Q1 		– Sell
-675
Closed -$6K – 386
2013
Q4 		$6K Sell
675
-135
-17% -$1.14K ﹤0.01% 495
2013
Q3 		$7K Buy
+810
New +$6.62K ﹤0.01% 352

Other funds holding ORLY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $1.88T AUM 44.46% 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 $204B AUM 27.99% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Carson Wealth (CWM LLC)'s ORLY Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its O'Reilly Automotive (ORLY) stake by 8.2% in Q1 2026, selling an estimated $248K and leaving 29,630 shares worth $2.74M. The position accounts for 0.01% of the portfolio, ranked #1061.

Carson Wealth (CWM LLC) first reported a position in ORLY in Q3 2013 and has held it in 39 quarters since. The position peaked at $3.83M in Q3 2025. 1,656 funds tracked by Wall St. Rank hold ORLY as of Q1 2026.

  • Carson Wealth (CWM LLC) held 29,630 shares of O'Reilly Automotive worth $2.74M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 2,644 O'Reilly Automotive shares in Q1 2026, an estimated $248K.
  • O'Reilly Automotive made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1061 holding.
  • Carson Wealth (CWM LLC) first reported a position in O'Reilly Automotive in Q3 2013 and has held it in 39 quarters since.
  • Carson Wealth (CWM LLC)'s O'Reilly Automotive position peaked at $3.83M in Q3 2025.
  • 1,656 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.