Jones Financial Companies
ORLY icon

Jones Financial Companies’s O'Reilly Automotive ORLY Stock Holding History

Jones Financial Companies’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 		$118M Buy
1,307,988
+943,875
+259% +$88.5M 0.06% 176
2025
Q4 		$33.2M Buy
364,113
+49,697
+16% +$4.86M 0.02% 242
2025
Q3 		$33.4M Buy
314,416
+34,087
+12% +$3.43M 0.02% 209
2025
Q2 		$25M Buy
280,329
+49,959
+22% +$4.56M 0.02% 223
2025
Q1 		$21.6M Buy
230,370
+45,105
+24% +$3.92M 0.02% 203
2024
Q4 		$14.6M Buy
185,265
+35,700
+24% +$2.88M 0.01% 206
2024
Q3 		$11.4M Buy
149,565
+46,650
+45% +$3.43M 0.01% 191
2024
Q2 		$7.25M Buy
102,915
+35,910
+54% +$2.48M 0.01% 176
2024
Q1 		$5.04M Buy
67,005
+58,545
+692% +$4.09M 0.01% 150
2023
Q4 		$536K Buy
8,460
+3,630
+75% +$229K ﹤0.01% 234
2023
Q3 		$293K Buy
4,830
+75
+2% +$4.7K ﹤0.01% 237
2023
Q2 		$303K Buy
4,755
+600
+14% +$36.6K ﹤0.01% 240
2023
Q1 		$235K Sell
4,155
-195
-4% -$10.7K ﹤0.01% 259
2022
Q4 		$245K Buy
4,350
+165
+4% +$8.87K ﹤0.01% 248
2022
Q3 		$196K Hold
4,185
– – ﹤0.01% 247
2022
Q2 		$176K Hold
4,185
– – ﹤0.01% 245
2022
Q1 		$191K Sell
4,185
-75
-2% -$3.35K ﹤0.01% 253
2021
Q4 		$201K Hold
4,260
– – ﹤0.01% 254
2021
Q3 		$174K Sell
4,260
-30
-0.7% -$1.2K ﹤0.01% 237
2021
Q2 		$162K Sell
4,290
-90
-2% -$3.23K ﹤0.01% 238
2021
Q1 		$148K Buy
4,380
+75
+2% +$2.32K ﹤0.01% 247
2020
Q4 		$130K Buy
+4,305
New +$130K ﹤0.01% 229
2016
Q2 		– Sell
-18,615
Closed -$340K – 221
2016
Q1 		$340K Buy
+18,615
New +$318K ﹤0.01% 188
2013
Q4 		– Sell
-16,800
Closed -$143K – 446
2013
Q3 		$143K Buy
16,800
+1,125
+7% +$9.2K ﹤0.01% 220
2013
Q2 		$118K Buy
+15,675
New +$113K ﹤0.01% 242

Other funds holding ORLY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies's ORLY Position: Q1 2026 in Review

Jones Financial Companies increased its O'Reilly Automotive (ORLY) stake by 259% in Q1 2026, buying an estimated $88.5M and bringing the position to 1,307,988 shares worth $118M. The position accounts for 0.06% of the portfolio, ranked #176.

Jones Financial Companies first reported a position in ORLY in Q2 2013 and has held it in 25 quarters since. 1,649 funds tracked by Wall St. Rank hold ORLY as of Q1 2026.

  • Jones Financial Companies held 1,307,988 shares of O'Reilly Automotive worth $118M as of Q1 2026.
  • Jones Financial Companies bought 943,875 O'Reilly Automotive shares in Q1 2026, an estimated $88.5M.
  • O'Reilly Automotive made up 0.06% of Jones Financial Companies's portfolio in Q1 2026, its #176 holding.
  • Jones Financial Companies first reported a position in O'Reilly Automotive in Q2 2013 and has held it in 25 quarters since.
  • 1,649 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.