Ipswich Investment Management’s O'Reilly Automotive ORLY Stock Holding History

Ipswich Investment 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	$1.22M	Hold	13,265	–	–	0.26%	82
2026 Q1	$1.22M	Hold	13,265	–	–	0.29%	69
2025 Q4	$1.21M	Sell	13,265 -85	-0.6%	-$8.3K	0.28%	77
2025 Q3	$1.44M	Hold	13,350	–	–	0.34%	64
2025 Q2	$1.2M	Hold	13,350	–	–	0.29%	77
2025 Q1	$1.27M	Buy	13,350 +525	+4%	+$45.7K	0.32%	68
2024 Q4	$1.01M	Buy	12,825 +450	+4%	+$36.3K	0.24%	85
2024 Q3	$950K	Hold	12,375	–	–	0.22%	93
2024 Q2	$871K	Hold	12,375	–	–	0.2%	93
2024 Q1	$931K	Hold	12,375	–	–	0.22%	91
2023 Q4	$784K	Hold	12,375	–	–	0.2%	101
2023 Q3	$750K	Hold	12,375	–	–	0.2%	101
2023 Q2	$788K	Hold	12,375	–	–	0.21%	100
2023 Q1	$700K	Hold	12,375	–	–	0.19%	108
2022 Q4	$696K	Sell	12,375 -120	-1%	-$6.45K	0.2%	104
2022 Q3	$586K	Hold	12,495	–	–	0.19%	107
2022 Q2	$526K	Buy	12,495 +1,995	+19%	+$85.8K	0.15%	115
2022 Q1	$479K	Sell	10,500 -6,000	-36%	-$268K	0.12%	130
2021 Q4	$777K	Hold	16,500	–	–	0.18%	110
2021 Q3	$672K	Hold	16,500	–	–	0.17%	111
2021 Q2	$623K	Hold	16,500	–	–	0.16%	117
2021 Q1	$558K	Hold	16,500	–	–	0.16%	111
2020 Q4	$498K	Sell	16,500 -1,500	-8%	-$45.3K	0.15%	113
2020 Q3	$553K	Hold	18,000	–	–	0.18%	108
2020 Q2	$506K	Hold	18,000	–	–	0.17%	109
2020 Q1	$361K	Hold	18,000	–	–	0.14%	117
2019 Q4	$526K	Hold	18,000	–	–	0.15%	120
2019 Q3	$478K	Hold	18,000	–	–	0.15%	119
2019 Q2	$443K	Hold	18,000	–	–	0.14%	126
2019 Q1	$466K	Hold	18,000	–	–	0.15%	118
2018 Q4	$413K	Sell	18,000 -2,295	-11%	-$52.2K	0.15%	112
2018 Q3	$470K	Buy	+20,295	New	+$431K	0.16%	117
2018 Q2	–	Sell	-18,000	Closed	-$297K	–	129
2018 Q1	$297K	Hold	18,000	–	–	0.13%	122
2017 Q4	$289K	Sell	18,000 -1,500	-8%	-$22.3K	0.12%	121
2017 Q3	$280K	Sell	19,500 -1,500	-7%	-$19.8K	0.13%	119
2017 Q2	$306K	Hold	21,000	–	–	0.14%	106
2017 Q1	$378K	Hold	21,000	–	–	0.16%	96
2016 Q4	$390K	Hold	21,000	–	–	0.18%	93
2016 Q3	$392K	Hold	21,000	–	–	0.19%	93
2016 Q2	$380K	Hold	21,000	–	–	0.19%	95
2016 Q1	$374K	Sell	21,000 -4,500	-18%	-$76.8K	0.18%	89
2015 Q4	$431K	Hold	25,500	–	–	0.19%	85
2015 Q3	$425K	Hold	25,500	–	–	0.2%	88
2015 Q2	$384K	Hold	25,500	–	–	0.17%	90
2015 Q1	$368K	Sell	25,500 -1,500	-6%	-$20.2K	0.16%	96
2014 Q4	$347K	Hold	27,000	–	–	0.15%	97
2014 Q3	$271K	Hold	27,000	–	–	0.12%	105
2014 Q2	$271K	Sell	27,000 -6,000	-18%	-$59.2K	0.11%	116
2014 Q1	$326K	Hold	33,000	–	–	0.14%	95
2013 Q4	$283K	Hold	33,000	–	–	0.12%	113
2013 Q3	$281K	Hold	33,000	–	–	0.13%	110
2013 Q2	$248K	Buy	+33,000	New	+$237K	0.11%	124

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

Ipswich Investment Management's ORLY Position: Q2 2026 in Review

Ipswich Investment Management held its O'Reilly Automotive (ORLY) position steady in Q2 2026 at 13,265 shares worth $1.22M. The position accounts for 0.26% of the portfolio, ranked #82.

Ipswich Investment Management first reported a position in ORLY in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.44M in Q3 2025. 1,658 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

Ipswich Investment Management held 13,265 shares of O'Reilly Automotive worth $1.22M as of Q2 2026.
Ipswich Investment Management left its O'Reilly Automotive share count unchanged in Q2 2026.
O'Reilly Automotive made up 0.26% of Ipswich Investment Management's portfolio in Q2 2026, its #82 holding.
Ipswich Investment Management first reported a position in O'Reilly Automotive in Q2 2013 and has held it in 52 quarters since.
Ipswich Investment Management's O'Reilly Automotive position peaked at $1.44M in Q3 2025.
1,658 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on Ipswich Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.