Edgemoor Investment Advisors’s O'Reilly Automotive ORLY Stock Holding History

Edgemoor Investment Advisors’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	$615K	Hold	6,660	–	–	0.05%	113
2025 Q4	$607K	Hold	6,660	–	–	0.05%	115
2025 Q3	$718K	Hold	6,660	–	–	0.06%	116
2025 Q2	$600K	Hold	6,660	–	–	0.05%	115
2025 Q1	$636K	Hold	6,660	–	–	0.06%	108
2024 Q4	$526K	Buy	6,660 +465	+8%	+$37.5K	0.05%	116
2024 Q3	$476K	Hold	6,195	–	–	0.04%	116
2024 Q2	$436K	Hold	6,195	–	–	0.04%	116
2024 Q1	$466K	Sell	6,195 -2,250	-27%	-$157K	0.04%	115
2023 Q4	$535K	Hold	8,445	–	–	0.06%	109
2023 Q3	$512K	Hold	8,445	–	–	0.06%	110
2023 Q2	$538K	Hold	8,445	–	–	0.06%	108
2023 Q1	$478K	Hold	8,445	–	–	0.06%	109
2022 Q4	$475K	Hold	8,445	–	–	0.06%	117
2022 Q3	$396K	Hold	8,445	–	–	0.05%	108
2022 Q2	$356K	Hold	8,445	–	–	0.04%	117
2022 Q1	$386K	Hold	8,445	–	–	0.04%	122
2021 Q4	$398K	Sell	8,445 -16,875	-67%	-$730K	0.04%	110
2021 Q3	$1.03M	Hold	25,320	–	–	0.12%	77
2021 Q2	$956K	Hold	25,320	–	–	0.09%	78
2021 Q1	$856K	Buy	25,320 +195	+0.8%	+$6.04K	0.09%	78
2020 Q4	$758K	Hold	25,125	–	–	0.09%	79
2020 Q3	$772K	Hold	25,125	–	–	0.1%	76
2020 Q2	$706K	Hold	25,125	–	–	0.1%	75
2020 Q1	$504K	Hold	25,125	–	–	0.08%	79
2019 Q4	$734K	Hold	25,125	–	–	0.08%	87
2019 Q3	$668K	Hold	25,125	–	–	0.08%	90
2019 Q2	$619K	Hold	25,125	–	–	0.08%	91
2019 Q1	$650K	Hold	25,125	–	–	0.09%	90
2018 Q4	$577K	Hold	25,125	–	–	0.09%	91
2018 Q3	$582K	Hold	25,125	–	–	0.07%	93
2018 Q2	$458K	Hold	25,125	–	–	0.06%	100
2018 Q1	$414K	Hold	25,125	–	–	0.06%	105
2017 Q4	$432K	Hold	25,125	–	–	0.05%	104
2017 Q3	$361K	Hold	25,125	–	–	0.05%	109
2017 Q2	$366K	Hold	25,125	–	–	0.05%	109
2017 Q1	$452K	Hold	25,125	–	–	0.06%	99
2016 Q4	$466K	Hold	25,125	–	–	0.07%	92
2016 Q3	$469K	Hold	25,125	–	–	0.07%	93
2016 Q2	$454K	Hold	25,125	–	–	0.07%	94
2016 Q1	$458K	Hold	25,125	–	–	0.07%	98
2015 Q4	$424K	Hold	25,125	–	–	0.06%	108
2015 Q3	$419K	Buy	25,125 +375	+2%	+$6.05K	0.06%	111
2015 Q2	$373K	Hold	24,750	–	–	0.05%	113
2015 Q1	$357K	Hold	24,750	–	–	0.05%	114
2014 Q4	$318K	Hold	24,750	–	–	0.05%	115
2014 Q3	$248K	Hold	24,750	–	–	0.04%	124
2014 Q2	$248K	Hold	24,750	–	–	0.04%	122
2014 Q1	$245K	Hold	24,750	–	–	0.04%	118
2013 Q4	$212K	Hold	24,750	–	–	0.03%	125
2013 Q3	$211K	Buy	+24,750	New	+$202K	0.04%	126

Other funds holding ORLY

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

Edgemoor Investment Advisors's ORLY Position: Q1 2026 in Review

Edgemoor Investment Advisors held its O'Reilly Automotive (ORLY) position steady in Q1 2026 at 6,660 shares worth $615K. The position accounts for 0.05% of the portfolio, ranked #113.

Edgemoor Investment Advisors first reported a position in ORLY in Q3 2013 and has held it in 51 quarters since. The position peaked at $1.03M in Q3 2021. 1,649 funds tracked by Wall St. Rank hold ORLY as of Q1 2026.

Edgemoor Investment Advisors held 6,660 shares of O'Reilly Automotive worth $615K as of Q1 2026.
Edgemoor Investment Advisors left its O'Reilly Automotive share count unchanged in Q1 2026.
O'Reilly Automotive made up 0.05% of Edgemoor Investment Advisors's portfolio in Q1 2026, its #113 holding.
Edgemoor Investment Advisors first reported a position in O'Reilly Automotive in Q3 2013 and has held it in 51 quarters since.
Edgemoor Investment Advisors's O'Reilly Automotive position peaked at $1.03M in Q3 2021.
1,649 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2026.

Based on Edgemoor Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.