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Gibbs Wealth Management’s Ollie's Bargain Outlet OLLI Stock Holding History

Gibbs Wealth Management’s Portfolio OLLI Stock Details OLLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$500K Buy
5,427
+2,916
+116% +$315K 0.07% 300
2025
Q4 		$298K Sell
2,511
-6,110
-71% -$737K 0.07% 276
2025
Q3 		$1.11M Sell
8,621
-3,036
-26% -$403K 0.25% 88
2025
Q2 		$1.54M Buy
11,657
+1,598
+16% +$183K 0.3% 74
2025
Q1 		$1.17M Buy
10,059
+2,381
+31% +$252K 0.28% 85
2024
Q4 		$843K Buy
7,678
+1,328
+21% +$132K 0.23% 95
2024
Q3 		$617K Buy
6,350
+1,036
+19% +$99.9K 0.2% 113
2024
Q2 		$522K Buy
+5,314
New +$423K 0.21% 112

Other funds holding OLLI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
STA
Summit Trail Advisors New York $7.95B AUM 26.49% 1-Year Est. Return

Gibbs Wealth Management's OLLI Position: Q1 2026 in Review

Gibbs Wealth Management increased its Ollie's Bargain Outlet (OLLI) stake by 116% in Q1 2026, buying an estimated $315K and bringing the position to 5,427 shares worth $500K. The position accounts for 0.07% of the portfolio, ranked #300.

Gibbs Wealth Management first reported a position in OLLI in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.54M in Q2 2025. 480 funds tracked by Wall St. Rank hold OLLI as of Q1 2026.

  • Gibbs Wealth Management held 5,427 shares of Ollie's Bargain Outlet worth $500K as of Q1 2026.
  • Gibbs Wealth Management bought 2,916 Ollie's Bargain Outlet shares in Q1 2026, an estimated $315K.
  • Ollie's Bargain Outlet made up 0.07% of Gibbs Wealth Management's portfolio in Q1 2026, its #300 holding.
  • Gibbs Wealth Management first reported a position in Ollie's Bargain Outlet in Q2 2024 and has held it in 8 quarters since.
  • Gibbs Wealth Management's Ollie's Bargain Outlet position peaked at $1.54M in Q2 2025.
  • 480 funds tracked by Wall St. Rank held Ollie's Bargain Outlet as of Q1 2026.

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