Forvis Mazars Wealth Advisors’s O'Reilly Automotive ORLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $17.8M | Sell |
192,929
-4,886
| -2% | -$458K | 0.34% | 39 |
|
|
2025
Q4 | $18M | Sell |
197,815
-355
| -0.2% | -$34.7K | 0.34% | 39 |
|
|
2025
Q3 | $21.4M | Sell |
198,170
-2,501
| -1% | -$251K | 0.42% | 35 |
|
|
2025
Q2 | $18.1M | Buy |
200,671
+1,831
| +0.9% | +$167K | 0.39% | 38 |
|
|
2025
Q1 | $19M | Sell |
198,840
-81,720
| -29% | -$7.11M | 0.46% | 37 |
|
|
2024
Q4 | $22.2M | Sell |
280,560
-1,785
| -0.6% | -$144K | 0.51% | 34 |
|
|
2024
Q3 | $21.7M | Buy |
282,345
+77,760
| +38% | +$5.71M | 0.5% | 36 |
|
|
2024
Q2 | $14.4M | Sell |
204,585
-2,535
| -1% | -$175K | 0.36% | 44 |
|
|
2024
Q1 | $15.6M | Buy |
207,120
+42,720
| +26% | +$2.99M | 0.4% | 42 |
|
|
2023
Q4 | $10.4M | Sell |
164,400
-1,080
| -0.7% | -$68.3K | 0.29% | 49 |
|
|
2023
Q3 | $10M | Sell |
165,480
-55,650
| -25% | -$3.49M | 0.3% | 56 |
|
|
2023
Q2 | $14.1M | Sell |
221,130
-8,205
| -4% | -$501K | 0.41% | 44 |
|
|
2023
Q1 | $13M | Buy |
229,335
+4,320
| +2% | +$237K | 0.42% | 44 |
|
|
2022
Q4 | $12.7M | Sell |
225,015
-1,965
| -0.9% | -$106K | 0.44% | 43 |
|
|
2022
Q3 | $10.6M | Sell |
226,980
-9,735
| -4% | -$454K | 0.43% | 41 |
|
|
2022
Q2 | $9.97M | Buy |
236,715
+3,390
| +1% | +$146K | 0.4% | 39 |
|
|
2022
Q1 | $10.7M | Sell |
233,325
-2,280
| -1% | -$102K | 0.45% | 27 |
|
|
2021
Q4 | $11.1M | Sell |
235,605
-1,815
| -0.8% | -$78.6K | 0.47% | 27 |
|
|
2021
Q3 | $9.67M | Sell |
237,420
-7,635
| -3% | -$306K | 0.44% | 27 |
|
|
2021
Q2 | $9.25M | Buy |
245,055
+8,115
| +3% | +$291K | 0.43% | 27 |
|
|
2021
Q1 | $8.01M | Sell |
236,940
-8,340
| -3% | -$258K | 0.4% | 29 |
|
|
2020
Q4 | $7.4M | Sell |
245,280
-3,015
| -1% | -$91K | 0.37% | 32 |
|
|
2020
Q3 | $7.63M | Sell |
248,295
-5,730
| -2% | -$174K | 0.44% | 31 |
|
|
2020
Q2 | $7.14M | Buy |
254,025
+40,545
| +19% | +$1.06M | 0.46% | 28 |
|
|
2020
Q1 | $4.29M | Buy |
213,480
+10,335
| +5% | +$264K | 0.35% | 39 |
|
|
2019
Q4 | $5.93M | Sell |
203,145
-2,730
| -1% | -$78.1K | 0.43% | 32 |
|
|
2019
Q3 | $5.47M | Sell |
205,875
-225
| -0.1% | -$5.81K | 0.44% | 29 |
|
|
2019
Q2 | $5.08M | Sell |
206,100
-2,310
| -1% | -$58.5K | 0.41% | 28 |
|
|
2019
Q1 | $5.39M | Buy |
208,410
+49,230
| +31% | +$1.19M | 0.45% | 28 |
|
|
2018
Q4 | $3.65M | Sell |
159,180
-53,910
| -25% | -$1.23M | 0.37% | 32 |
|
|
2018
Q3 | $4.93M | Buy |
213,090
+3,675
| +2% | +$78.1K | 0.43% | 28 |
|
|
2018
Q2 | $3.82M | Sell |
209,415
-5,070
| -2% | -$88.3K | 0.37% | 36 |
|
|
2018
Q1 | $3.54M | Buy |
214,485
+45,105
| +27% | +$763K | 0.35% | 41 |
|
|
2017
Q4 | $2.72M | Sell |
169,380
-12,930
| -7% | -$192K | 0.27% | 51 |
|
|
2017
Q3 | $2.62M | Sell |
182,310
-32,940
| -15% | -$435K | 0.29% | 49 |
|
|
2017
Q2 | $3.14M | Buy |
215,250
+36,195
| +20% | +$591K | 0.36% | 38 |
|
|
2017
Q1 | $3.22M | Sell |
179,055
-15,435
| -8% | -$279K | 0.39% | 34 |
|
|
2016
Q4 | $3.61M | Sell |
194,490
-2,790
| -1% | -$51K | 0.47% | 30 |
|
|
2016
Q3 | $3.68M | Sell |
197,280
-49,665
| -20% | -$931K | 0.51% | 25 |
|
|
2016
Q2 | $4.46M | Buy |
246,945
+40,020
| +19% | +$708K | 0.66% | 22 |
|
|
2016
Q1 | $3.77M | Sell |
206,925
-43,035
| -17% | -$735K | 0.6% | 25 |
|
|
2015
Q4 | $4.22M | Sell |
249,960
-6,300
| -2% | -$109K | 0.64% | 22 |
|
|
2015
Q3 | $4.27M | Sell |
256,260
-11,610
| -4% | -$187K | 0.75% | 18 |
|
|
2015
Q2 | $4.04M | Sell |
267,870
-36,165
| -12% | -$536K | 0.6% | 22 |
|
|
2015
Q1 | $4.38M | Sell |
304,035
-26,760
| -8% | -$360K | 0.63% | 22 |
|
|
2014
Q4 | $4.25M | Sell |
330,795
-3,405
| -1% | -$39.9K | 0.69% | 20 |
|
|
2014
Q3 | $3.35M | Sell |
334,200
-3,690
| -1% | -$37.7K | 0.58% | 23 |
|
|
2014
Q2 | $3.39M | Sell |
337,890
-23,625
| -7% | -$233K | 0.58% | 20 |
|
|
2014
Q1 | $3.58M | Sell |
361,515
-21,660
| -6% | -$207K | 0.63% | 21 |
|
|
2013
Q4 | $3.29M | Buy |
383,175
+24,345
| +7% | +$205K | 0.61% | 22 |
|
|
2013
Q3 | $3.05M | Buy |
358,830
+7,245
| +2% | +$59.2K | 0.63% | 22 |
|
|
2013
Q2 | $2.64M | Buy |
+351,585
| New | +$2.53M | 2.09% | 11 |
|
Other funds holding ORLY
VCM
VPM
N
Forvis Mazars Wealth Advisors's ORLY Position: Q1 2026 in Review
Forvis Mazars Wealth Advisors reduced its O'Reilly Automotive (ORLY) stake by 2.5% in Q1 2026, selling an estimated $458K and leaving 192,929 shares worth $17.8M. The position accounts for 0.34% of the portfolio, ranked #39.
Forvis Mazars Wealth Advisors first reported a position in ORLY in Q2 2013 and has held it in 52 quarters since. The position peaked at $22.2M in Q4 2024. 1,649 funds tracked by Wall St. Rank hold ORLY as of Q1 2026.
- Forvis Mazars Wealth Advisors held 192,929 shares of O'Reilly Automotive worth $17.8M as of Q1 2026.
- Forvis Mazars Wealth Advisors sold 4,886 O'Reilly Automotive shares in Q1 2026, an estimated $458K.
- O'Reilly Automotive made up 0.34% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #39 holding.
- Forvis Mazars Wealth Advisors first reported a position in O'Reilly Automotive in Q2 2013 and has held it in 52 quarters since.
- Forvis Mazars Wealth Advisors's O'Reilly Automotive position peaked at $22.2M in Q4 2024.
- 1,649 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2026.
Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.