LBP AM’s O'Reilly Automotive ORLY Stock Holding History

LBP AM’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
2025 Q2	–	Sell	-48,435	Closed	-$4.63M	–	398
2025 Q1	$4.63M	Buy	+48,435	New	+$4.21M	0.07%	199
2024 Q1	–	Sell	-15,870	Closed	-$1.01M	–	381
2023 Q4	$1.01M	Buy	+15,870	New	+$1M	0.02%	331

Other funds holding ORLY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

LBP AM's ORLY Position: Q2 2025 in Review

LBP AM sold out of O'Reilly Automotive (ORLY) in Q2 2025, closing a stake of 48,435 shares — an estimated $4.63M sold.

LBP AM first reported a position in ORLY in Q4 2023 and held it in 2 quarters. The position peaked at $4.63M in Q1 2025. 1,604 funds tracked by Wall St. Rank hold ORLY as of Q2 2025.

LBP AM reported no remaining O'Reilly Automotive position as of Q2 2025 after selling out during the quarter.
LBP AM sold 48,435 O'Reilly Automotive shares in Q2 2025, an estimated $4.63M.
LBP AM first reported a position in O'Reilly Automotive in Q4 2023 and held it in 2 quarters.
LBP AM's O'Reilly Automotive position peaked at $4.63M in Q1 2025.
1,604 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2025.

Based on LBP AM's 13F filing for Q2 2025, filed 18 Jul 2025.