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Evermay Wealth Management’s O'Reilly Automotive ORLY Stock Holding History

Evermay Wealth 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
2026
Q1 		$47.4K Buy
513
+55
+12% +$5.16K 0.01% 324
2025
Q4 		$41.8K Buy
458
+8
+2% +$782 ﹤0.01% 335
2025
Q3 		$48.5K Hold
450
– – 0.01% 328
2025
Q2 		$40.6K Hold
450
– – 0.01% 336
2025
Q1 		$43K Hold
450
– – 0.01% 340
2024
Q4 		$35.6K Hold
450
– – 0.01% 346
2024
Q3 		$34.5K Hold
450
– – 0.01% 360
2024
Q2 		$31.7K Hold
450
– – 0.01% 378
2024
Q1 		$33.9K Sell
450
-15
-3% -$1.05K 0.01% 382
2023
Q4 		$29.5K Buy
465
+15
+3% +$948 0.01% 366
2023
Q3 		$27.3K Buy
450
+210
+88% +$13.2K 0.01% 356
2023
Q2 		$15.3K Hold
240
– – ﹤0.01% 392
2023
Q1 		$13.6K Hold
240
– – ﹤0.01% 389
2022
Q4 		$13.5K Hold
240
– – ﹤0.01% 389
2022
Q3 		$11K Hold
240
– – ﹤0.01% 388
2022
Q2 		$10K Hold
240
– – ﹤0.01% 398
2022
Q1 		$11K Hold
240
– – ﹤0.01% 413
2021
Q4 		$11K Hold
240
– – ﹤0.01% 403
2021
Q3 		$10K Buy
+240
New +$9.61K ﹤0.01% 384

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

Evermay Wealth Management's ORLY Position: Q1 2026 in Review

Evermay Wealth Management increased its O'Reilly Automotive (ORLY) stake by 12% in Q1 2026, buying an estimated $5.16K and bringing the position to 513 shares worth $47.4K. The position accounts for 0.01% of the portfolio, ranked #324.

Evermay Wealth Management first reported a position in ORLY in Q3 2021 and has held it in 19 quarters since. The position peaked at $48.5K in Q3 2025. 1,649 funds tracked by Wall St. Rank hold ORLY as of Q1 2026.

  • Evermay Wealth Management held 513 shares of O'Reilly Automotive worth $47.4K as of Q1 2026.
  • Evermay Wealth Management bought 55 O'Reilly Automotive shares in Q1 2026, an estimated $5.16K.
  • O'Reilly Automotive made up 0.01% of Evermay Wealth Management's portfolio in Q1 2026, its #324 holding.
  • Evermay Wealth Management first reported a position in O'Reilly Automotive in Q3 2021 and has held it in 19 quarters since.
  • Evermay Wealth Management's O'Reilly Automotive position peaked at $48.5K in Q3 2025.
  • 1,649 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2026.

Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.