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J.M. Forbes & Co’s O'Reilly Automotive ORLY Stock Holding History

J.M. Forbes & Co’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 		$6.86M Sell
74,522
-366
-0.5% -$33.4K 0.54% 51
2026
Q1 		$6.91M Buy
74,888
+529
+0.7% +$49.6K 0.58% 51
2025
Q4 		$6.78M Buy
74,359
+909
+1% +$88.8K 0.55% 55
2025
Q3 		$7.92M Buy
73,450
+820
+1% +$82.4K 0.66% 49
2025
Q2 		$6.55M Buy
72,630
+480
+0.7% +$43.8K 0.6% 51
2025
Q1 		$6.89M Buy
72,150
+2,370
+3% +$206K 0.67% 47
2024
Q4 		$5.52M Buy
69,780
+240
+0.3% +$19.4K 0.53% 55
2024
Q3 		$5.34M Buy
69,540
+855
+1% +$62.8K 0.52% 55
2024
Q2 		$4.84M Buy
+68,685
New +$4.75M 0.5% 56

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

J.M. Forbes & Co's ORLY Position: Q2 2026 in Review

J.M. Forbes & Co reduced its O'Reilly Automotive (ORLY) stake by 0.49% in Q2 2026, selling an estimated $33.4K and leaving 74,522 shares worth $6.86M. The position accounts for 0.54% of the portfolio, ranked #51.

J.M. Forbes & Co first reported a position in ORLY in Q2 2024 and has held it in 9 quarters since. The position peaked at $7.92M in Q3 2025. 1,660 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

  • J.M. Forbes & Co held 74,522 shares of O'Reilly Automotive worth $6.86M as of Q2 2026.
  • J.M. Forbes & Co sold 366 O'Reilly Automotive shares in Q2 2026, an estimated $33.4K.
  • O'Reilly Automotive made up 0.54% of J.M. Forbes & Co's portfolio in Q2 2026, its #51 holding.
  • J.M. Forbes & Co first reported a position in O'Reilly Automotive in Q2 2024 and has held it in 9 quarters since.
  • J.M. Forbes & Co's O'Reilly Automotive position peaked at $7.92M in Q3 2025.
  • 1,660 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on J.M. Forbes & Co's 13F filing for Q2 2026, filed 20 Jul 2026.