IAM Advisory’s O'Reilly Automotive ORLY Stock Holding History

IAM Advisory’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	–	Sell	-7,373	Closed	-$672K	–	109
2025 Q4	$672K	Buy	7,373 +61	+0.8%	+$5.96K	0.15%	67
2025 Q3	$788K	Buy	7,312 +114	+2%	+$11.5K	0.18%	66
2025 Q2	$649K	Buy	+7,198	New	+$656K	0.16%	70

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 $3.38T AUM 44.17% 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

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

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

IAM Advisory's ORLY Position: Q1 2026 in Review

IAM Advisory sold out of O'Reilly Automotive (ORLY) in Q1 2026, closing a stake of 7,373 shares — an estimated $672K sold.

IAM Advisory first reported a position in ORLY in Q2 2025 and held it in 3 quarters. The position peaked at $788K in Q3 2025. 1,659 funds tracked by Wall St. Rank hold ORLY as of Q1 2026.

IAM Advisory reported no remaining O'Reilly Automotive position as of Q1 2026 after selling out during the quarter.
IAM Advisory sold 7,373 O'Reilly Automotive shares in Q1 2026, an estimated $672K.
IAM Advisory first reported a position in O'Reilly Automotive in Q2 2025 and held it in 3 quarters.
IAM Advisory's O'Reilly Automotive position peaked at $788K in Q3 2025.
1,659 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2026.

Based on IAM Advisory's 13F filing for Q1 2026, filed 10 Apr 2026.