JPL Wealth Management
ORLY icon

JPL Wealth Management’s O'Reilly Automotive ORLY Stock Holding History

JPL Wealth 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
Q3 		$2.24M Sell
26,237
-10,771
-29% -$948K 0.56% 62
2026
Q2 		$3.41M Sell
37,008
-490
-1% -$44.7K 0.68% 56
2026
Q1 		$3.46M Sell
37,498
-261
-0.7% -$24.5K 0.8% 49
2025
Q4 		$3.44M Sell
37,759
-1,593
-4% -$156K 0.84% 49
2025
Q3 		$4.24M Sell
39,352
-911
-2% -$91.6K 1.01% 37
2025
Q2 		$3.63M Buy
40,263
+378
+0.9% +$34.5K 0.98% 48
2025
Q1 		$3.81M Buy
39,885
+390
+1% +$33.9K 1.09% 36
2024
Q4 		$3.12M Buy
+39,495
New +$3.18M 0.89% 52
2024
Q2 		$1.77M Buy
25,140
+3,105
+14% +$215K 0.87% 55
2024
Q1 		$1.66M Buy
22,035
+6,660
+43% +$466K 0.92% 56
2023
Q4 		$974K Buy
+15,375
New +$972K 0.7% 67

Other funds holding ORLY

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

JPL Wealth Management's ORLY Position: Q3 2026 in Review

JPL Wealth Management reduced its O'Reilly Automotive (ORLY) stake by 29% in Q3 2026, selling an estimated $948K and leaving 26,237 shares worth $2.24M. The position accounts for 0.56% of the portfolio, ranked #62.

JPL Wealth Management first reported a position in ORLY in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.24M in Q3 2025. 1,379 funds tracked by Wall St. Rank hold ORLY as of Q3 2026.

  • JPL Wealth Management held 26,237 shares of O'Reilly Automotive worth $2.24M as of Q3 2026.
  • JPL Wealth Management sold 10,771 O'Reilly Automotive shares in Q3 2026, an estimated $948K.
  • O'Reilly Automotive made up 0.56% of JPL Wealth Management's portfolio in Q3 2026, its #62 holding.
  • JPL Wealth Management first reported a position in O'Reilly Automotive in Q4 2023 and has held it in 11 quarters since.
  • JPL Wealth Management's O'Reilly Automotive position peaked at $4.24M in Q3 2025.
  • 1,379 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q3 2026.

Based on JPL Wealth Management's 13F filing for Q3 2026, filed 13 Nov 2026.