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Legacy Financial Advisors’s O'Reilly Automotive ORLY Stock Holding History

Legacy Financial Advisors’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 		$739K Sell
8,003
-176
-2% -$16.5K 0.1% 172
2025
Q4 		$746K Buy
8,179
+494
+6% +$48.3K 0.1% 167
2025
Q3 		$829K Buy
7,685
+70
+0.9% +$7.04K 0.11% 164
2025
Q2 		$686K Buy
7,615
+10
+0.1% +$912 0.11% 168
2025
Q1 		$727K Buy
7,605
+345
+5% +$30K 0.12% 144
2024
Q4 		$574K Buy
7,260
+270
+4% +$21.8K 0.09% 178
2024
Q3 		$537K Sell
6,990
-285
-4% -$20.9K 0.09% 183
2024
Q2 		$512K Sell
7,275
-45
-0.6% -$3.11K 0.09% 174
2024
Q1 		$551K Buy
7,320
+165
+2% +$11.5K 0.1% 174
2023
Q4 		$453K Buy
7,155
+345
+5% +$21.8K 0.09% 176
2023
Q3 		$413K Buy
6,810
+105
+2% +$6.59K 0.08% 162
2023
Q2 		$427K Buy
6,705
+120
+2% +$7.33K 0.08% 160
2023
Q1 		$373K Buy
6,585
+675
+11% +$37K 0.08% 161
2022
Q4 		$333K Buy
5,910
+30
+0.5% +$1.61K 0.07% 165
2022
Q3 		$276K Buy
5,880
+540
+10% +$25.2K 0.07% 167
2022
Q2 		$225K Sell
5,340
-435
-8% -$18.7K 0.06% 194
2022
Q1 		$264K Buy
5,775
+1,500
+35% +$67K 0.06% 187
2021
Q4 		$201K Buy
+4,275
New +$185K 0.05% 203
2019
Q2 		– Sell
-3,885
Closed -$101K – 666
2019
Q1 		$101K Buy
3,885
+330
+9% +$7.98K 0.03% 160
2018
Q4 		$82K Buy
3,555
+510
+17% +$11.6K 0.03% 162
2018
Q3 		$70K Buy
3,045
+45
+2% +$956 0.03% 209
2018
Q2 		$57K Hold
3,000
– – 0.02% 229
2018
Q1 		$47K Hold
3,000
– – 0.02% 254
2017
Q4 		$48K Buy
+3,000
New +$44.7K 0.02% 249

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

Legacy Financial Advisors's ORLY Position: Q1 2026 in Review

Legacy Financial Advisors reduced its O'Reilly Automotive (ORLY) stake by 2.2% in Q1 2026, selling an estimated $16.5K and leaving 8,003 shares worth $739K. The position accounts for 0.1% of the portfolio, ranked #172.

Legacy Financial Advisors first reported a position in ORLY in Q4 2017 and has held it in 24 quarters since. The position peaked at $829K in Q3 2025. 1,651 funds tracked by Wall St. Rank hold ORLY as of Q1 2026.

  • Legacy Financial Advisors held 8,003 shares of O'Reilly Automotive worth $739K as of Q1 2026.
  • Legacy Financial Advisors sold 176 O'Reilly Automotive shares in Q1 2026, an estimated $16.5K.
  • O'Reilly Automotive made up 0.1% of Legacy Financial Advisors's portfolio in Q1 2026, its #172 holding.
  • Legacy Financial Advisors first reported a position in O'Reilly Automotive in Q4 2017 and has held it in 24 quarters since.
  • Legacy Financial Advisors's O'Reilly Automotive position peaked at $829K in Q3 2025.
  • 1,651 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2026.

Based on Legacy Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.