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Forum Financial Management’s O'Reilly Automotive ORLY Stock Holding History

Forum Financial 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
Q2 		$376K Hold
4,081
– – ﹤0.01% 240
2026
Q1 		$377K Sell
4,081
-5,571
-58% -$522K 0.01% 231
2025
Q4 		$880K Sell
9,652
-18
-0.2% -$1.76K 0.01% 276
2025
Q3 		$1.04M Sell
9,670
-127
-1% -$12.8K 0.01% 227
2025
Q2 		$883K Buy
9,797
+467
+5% +$42.6K 0.01% 241
2025
Q1 		$891K Sell
9,330
-15
-0.2% -$1.3K 0.01% 226
2024
Q4 		$739K Buy
9,345
+135
+1% +$10.9K 0.01% 266
2024
Q3 		$707K Sell
9,210
-735
-7% -$54K 0.01% 243
2024
Q2 		$700K Hold
9,945
– – 0.01% 226
2024
Q1 		$748K Buy
9,945
+30
+0.3% +$2.1K 0.01% 238
2023
Q4 		$628K Sell
9,915
-30
-0.3% -$1.9K 0.01% 240
2023
Q3 		$603K Buy
9,945
+30
+0.3% +$1.88K 0.01% 238
2023
Q2 		$631K Sell
9,915
-135
-1% -$8.24K 0.01% 243
2023
Q1 		$569K Buy
10,050
+150
+2% +$8.22K 0.02% 237
2022
Q4 		$557K Sell
9,900
-555
-5% -$29.8K 0.02% 231
2022
Q3 		$490K Sell
10,455
-105
-1% -$4.9K 0.02% 224
2022
Q2 		$445K Buy
10,560
+495
+5% +$21.3K 0.02% 255
2022
Q1 		$459K Sell
10,065
-990
-9% -$44.2K 0.02% 258
2021
Q4 		$520K Buy
+11,055
New +$478K 0.03% 236

Other funds holding ORLY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
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 $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Forum Financial Management's ORLY Position: Q2 2026 in Review

Forum Financial Management held its O'Reilly Automotive (ORLY) position steady in Q2 2026 at 4,081 shares worth $376K. The position accounts for ﹤0.01% of the portfolio, ranked #240.

Forum Financial Management first reported a position in ORLY in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.04M in Q3 2025. 1,658 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

  • Forum Financial Management held 4,081 shares of O'Reilly Automotive worth $376K as of Q2 2026.
  • Forum Financial Management left its O'Reilly Automotive share count unchanged in Q2 2026.
  • O'Reilly Automotive made up ﹤0.01% of Forum Financial Management's portfolio in Q2 2026, its #240 holding.
  • Forum Financial Management first reported a position in O'Reilly Automotive in Q4 2021 and has held it in 19 quarters since.
  • Forum Financial Management's O'Reilly Automotive position peaked at $1.04M in Q3 2025.
  • 1,658 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.