Klingman & Associates’s O'Reilly Automotive ORLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.08M | Sell |
11,748
-222
| -2% | -$20.8K | 0.05% | 130 |
|
|
2025
Q4 | $1.09M | Buy |
11,970
+170
| +1% | +$16.6K | 0.05% | 125 |
|
|
2025
Q3 | $1.27M | Sell |
11,800
-176
| -1% | -$17.7K | 0.06% | 108 |
|
|
2025
Q2 | $1.08M | Buy |
11,976
+561
| +5% | +$51.1K | 0.06% | 111 |
|
|
2025
Q1 | $1.09M | Buy |
11,415
+150
| +1% | +$13K | 0.07% | 101 |
|
|
2024
Q4 | $891K | Hold |
11,265
| – | – | 0.05% | 110 |
|
|
2024
Q3 | $865K | Hold |
11,265
| – | – | 0.05% | 115 |
|
|
2024
Q2 | $793K | Sell |
11,265
-750
| -6% | -$51.8K | 0.05% | 110 |
|
|
2024
Q1 | $904K | Hold |
12,015
| – | – | 0.06% | 106 |
|
|
2023
Q4 | $761K | Sell |
12,015
-825
| -6% | -$52.1K | 0.06% | 111 |
|
|
2023
Q3 | $778K | Sell |
12,840
-15
| -0.1% | -$941 | 0.06% | 104 |
|
|
2023
Q2 | $819K | Buy |
12,855
+165
| +1% | +$10.1K | 0.07% | 101 |
|
|
2023
Q1 | $718K | Sell |
12,690
-300
| -2% | -$16.4K | 0.06% | 102 |
|
|
2022
Q4 | $731K | Buy |
12,990
+345
| +3% | +$18.6K | 0.06% | 95 |
|
|
2022
Q3 | $593K | Buy |
12,645
+105
| +0.8% | +$4.9K | 0.06% | 95 |
|
|
2022
Q2 | $528K | Sell |
12,540
-75
| -0.6% | -$3.23K | 0.05% | 103 |
|
|
2022
Q1 | $576K | Buy |
12,615
+75
| +0.6% | +$3.35K | 0.05% | 106 |
|
|
2021
Q4 | $590K | Buy |
12,540
+75
| +0.6% | +$3.25K | 0.05% | 98 |
|
|
2021
Q3 | $508K | Hold |
12,465
| – | – | 0.05% | 98 |
|
|
2021
Q2 | $471K | Hold |
12,465
| – | – | 0.05% | 100 |
|
|
2021
Q1 | $422K | Hold |
12,465
| – | – | 0.04% | 106 |
|
|
2020
Q4 | $376K | Hold |
12,465
| – | – | 0.04% | 103 |
|
|
2020
Q3 | $383K | Buy |
12,465
+555
| +5% | +$16.9K | 0.05% | 97 |
|
|
2020
Q2 | $335K | Sell |
11,910
-375
| -3% | -$9.8K | 0.05% | 94 |
|
|
2020
Q1 | $247K | Sell |
12,285
-225
| -2% | -$5.75K | 0.05% | 104 |
|
|
2019
Q4 | $366K | Buy |
12,510
+225
| +2% | +$6.44K | 0.06% | 92 |
|
|
2019
Q3 | $326K | Hold |
12,285
| – | – | 0.06% | 92 |
|
|
2019
Q2 | $302K | Hold |
12,285
| – | – | 0.06% | 94 |
|
|
2019
Q1 | $318K | Hold |
12,285
| – | – | 0.06% | 94 |
|
|
2018
Q4 | $282K | Hold |
12,285
| – | – | 0.06% | 92 |
|
|
2018
Q3 | $284K | Buy |
+12,285
| New | +$261K | 0.06% | 89 |
|
|
2018
Q1 | – | Sell |
-23,595
| Closed | -$378K | – | 113 |
|
|
2017
Q4 | $378K | Buy |
+23,595
| New | +$351K | 0.08% | 84 |
|
Other funds holding ORLY
VCM
VPM
N
Klingman & Associates's ORLY Position: Q1 2026 in Review
Klingman & Associates reduced its O'Reilly Automotive (ORLY) stake by 1.9% in Q1 2026, selling an estimated $20.8K and leaving 11,748 shares worth $1.08M. The position accounts for 0.05% of the portfolio, ranked #130.
Klingman & Associates first reported a position in ORLY in Q4 2017 and has held it in 32 quarters since. The position peaked at $1.27M in Q3 2025. 1,649 funds tracked by Wall St. Rank hold ORLY as of Q1 2026.
- Klingman & Associates held 11,748 shares of O'Reilly Automotive worth $1.08M as of Q1 2026.
- Klingman & Associates sold 222 O'Reilly Automotive shares in Q1 2026, an estimated $20.8K.
- O'Reilly Automotive made up 0.05% of Klingman & Associates's portfolio in Q1 2026, its #130 holding.
- Klingman & Associates first reported a position in O'Reilly Automotive in Q4 2017 and has held it in 32 quarters since.
- Klingman & Associates's O'Reilly Automotive position peaked at $1.27M in Q3 2025.
- 1,649 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2026.
Based on Klingman & Associates's 13F filing for Q1 2026, filed 14 May 2026.