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Johnson Investment Counsel’s O'Reilly Automotive ORLY Stock Holding History

Johnson Investment Counsel’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 		$694K Sell
7,534
-221
-3% -$20.2K 0.01% 531
2026
Q1 		$716K Sell
7,755
-1,520
-16% -$143K 0.01% 497
2025
Q4 		$846K Buy
9,275
+208
+2% +$20.3K 0.01% 438
2025
Q3 		$978K Buy
9,067
+862
+11% +$86.7K 0.01% 433
2025
Q2 		$740K Buy
8,205
+1,335
+19% +$122K 0.01% 466
2025
Q1 		$656K Buy
6,870
+15
+0.2% +$1.3K 0.01% 478
2024
Q4 		$542K Buy
6,855
+30
+0.4% +$2.42K 0.01% 511
2024
Q3 		$523K Buy
6,825
+45
+0.7% +$3.31K 0.01% 507
2024
Q2 		$477K Sell
6,780
-5,745
-46% -$397K 0.01% 506
2024
Q1 		$943K Sell
12,525
-1,155
-8% -$80.8K 0.01% 391
2023
Q4 		$866K Hold
13,680
– – 0.01% 387
2023
Q3 		$829K Buy
13,680
+2,250
+20% +$141K 0.01% 378
2023
Q2 		$728K Sell
11,430
-1,605
-12% -$98K 0.01% 403
2023
Q1 		$738K Buy
13,035
+285
+2% +$15.6K 0.01% 391
2022
Q4 		$717K Hold
12,750
– – 0.01% 391
2022
Q3 		$598K Hold
12,750
– – 0.01% 403
2022
Q2 		$537K Buy
12,750
+2,610
+26% +$112K 0.01% 435
2022
Q1 		$463K Buy
10,140
+5,145
+103% +$230K 0.01% 488
2021
Q4 		$235K Sell
4,995
-30
-0.6% -$1.3K ﹤0.01% 609
2021
Q3 		$205K Buy
+5,025
New +$201K ﹤0.01% 624
2020
Q1 		– Sell
-12,585
Closed -$368K – 588
2019
Q4 		$368K Buy
12,585
+960
+8% +$27.5K 0.01% 468
2019
Q3 		$309K Sell
11,625
-165
-1% -$4.26K 0.01% 495
2019
Q2 		$290K Hold
11,790
– – 0.01% 514
2019
Q1 		$305K Buy
11,790
+105
+0.9% +$2.54K 0.01% 496
2018
Q4 		$268K Buy
11,685
+2,955
+34% +$67.3K 0.01% 509
2018
Q3 		$202K Buy
+8,730
New +$186K ﹤0.01% 602

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

Johnson Investment Counsel's ORLY Position: Q2 2026 in Review

Johnson Investment Counsel reduced its O'Reilly Automotive (ORLY) stake by 2.8% in Q2 2026, selling an estimated $20.2K and leaving 7,534 shares worth $694K. The position accounts for 0.01% of the portfolio, ranked #531.

Johnson Investment Counsel first reported a position in ORLY in Q3 2018 and has held it in 26 quarters since. The position peaked at $978K in Q3 2025. 1,658 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

  • Johnson Investment Counsel held 7,534 shares of O'Reilly Automotive worth $694K as of Q2 2026.
  • Johnson Investment Counsel sold 221 O'Reilly Automotive shares in Q2 2026, an estimated $20.2K.
  • O'Reilly Automotive made up 0.01% of Johnson Investment Counsel's portfolio in Q2 2026, its #531 holding.
  • Johnson Investment Counsel first reported a position in O'Reilly Automotive in Q3 2018 and has held it in 26 quarters since.
  • Johnson Investment Counsel's O'Reilly Automotive position peaked at $978K in Q3 2025.
  • 1,658 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on Johnson Investment Counsel's 13F filing for Q2 2026, filed 23 Jul 2026.