F/M Investments’s O'Reilly Automotive ORLY Stock Holding History

F/M Investments’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 Q2	$8.82M	Sell	95,736 -10,769	-10%	-$982K	0.45%	50
2026 Q1	$9.83M	Sell	106,505 -904	-0.8%	-$84.8K	0.65%	38
2025 Q4	$9.8M	Sell	107,409 -2,234	-2%	-$218K	0.37%	59
2025 Q3	$11.8M	Sell	109,643 -35	-0%	-$3.52K	0.46%	48
2025 Q2	$9.89M	Sell	109,678 -4,307	-4%	-$393K	0.36%	58
2025 Q1	$10.9M	Sell	113,985 -825	-0.7%	-$71.8K	0.43%	48
2024 Q4	$9.08M	Sell	114,810 -42,900	-27%	-$3.46M	0.33%	65
2024 Q3	$12.1M	Sell	157,710 -270	-0.2%	-$19.8K	0.38%	77
2024 Q2	$11.1M	Buy	+157,980	New	+$10.9M	0.4%	74

Other funds holding ORLY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

F/M Investments's ORLY Position: Q2 2026 in Review

F/M Investments reduced its O'Reilly Automotive (ORLY) stake by 10% in Q2 2026, selling an estimated $982K and leaving 95,736 shares worth $8.82M. The position accounts for 0.45% of the portfolio, ranked #50.

F/M Investments first reported a position in ORLY in Q2 2024 and has held it in 9 quarters since. The position peaked at $12.1M in Q3 2024. 1,658 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

F/M Investments held 95,736 shares of O'Reilly Automotive worth $8.82M as of Q2 2026.
F/M Investments sold 10,769 O'Reilly Automotive shares in Q2 2026, an estimated $982K.
O'Reilly Automotive made up 0.45% of F/M Investments's portfolio in Q2 2026, its #50 holding.
F/M Investments first reported a position in O'Reilly Automotive in Q2 2024 and has held it in 9 quarters since.
F/M Investments's O'Reilly Automotive position peaked at $12.1M in Q3 2024.
1,658 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on F/M Investments's 13F filing for Q2 2026, filed 5 Aug 2026.