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LECAP Asset Management’s O'Reilly Automotive ORLY Stock Holding History

LECAP Asset 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
Q2 		– Sell
-13,470
Closed -$1.24M – 354
2026
Q1 		$1.24M Buy
13,470
+11,038
+454% +$1.04M 0.47% 84
2025
Q4 		$222K Sell
2,432
-17,285
-88% -$1.69M 0.09% 265
2025
Q3 		$2.13M Buy
+19,717
New +$1.98M 0.74% 32
2025
Q1 		– Sell
-9,255
Closed -$732K – 369
2024
Q4 		$732K Buy
+9,255
New +$746K 0.2% 176

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

LECAP Asset Management's ORLY Position: Q2 2026 in Review

LECAP Asset Management sold out of O'Reilly Automotive (ORLY) in Q2 2026, closing a stake of 13,470 shares — an estimated $1.24M sold.

LECAP Asset Management first reported a position in ORLY in Q4 2024 and held it in 4 quarters. The position peaked at $2.13M in Q3 2025. 1,658 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

  • LECAP Asset Management reported no remaining O'Reilly Automotive position as of Q2 2026 after selling out during the quarter.
  • LECAP Asset Management sold 13,470 O'Reilly Automotive shares in Q2 2026, an estimated $1.24M.
  • LECAP Asset Management first reported a position in O'Reilly Automotive in Q4 2024 and held it in 4 quarters.
  • LECAP Asset Management's O'Reilly Automotive position peaked at $2.13M in Q3 2025.
  • 1,658 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on LECAP Asset Management's 13F filing for Q2 2026, filed 30 Jul 2026.