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

Legacy Financial Strategies’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 		$295K Buy
3,455
+14
+0.4% +$1.23K 0.05% 118
2026
Q2 		$317K Sell
3,441
-115
-3% -$10.5K 0.05% 118
2026
Q1 		$328K Buy
3,556
+98
+3% +$9.19K 0.06% 106
2025
Q4 		$315K Sell
3,458
-621
-15% -$60.7K 0.06% 104
2025
Q3 		$440K Buy
4,079
+92
+2% +$9.25K 0.08% 85
2025
Q2 		$359K Sell
3,987
-3
-0.1% -$274 0.07% 88
2025
Q1 		$381K Buy
3,990
+60
+2% +$5.22K 0.08% 78
2024
Q4 		$311K Buy
3,930
+75
+2% +$6.05K 0.07% 89
2024
Q3 		$296K Buy
3,855
+30
+0.8% +$2.2K 0.07% 90
2024
Q2 		$260K Sell
3,825
-360
-9% -$24.9K 0.06% 79
2024
Q1 		$315K Sell
4,185
-1,275
-23% -$89.2K 0.08% 71
2023
Q4 		$346K Hold
5,460
– – 0.1% 65
2023
Q3 		$354K Sell
5,460
-3,045
-36% -$191K 0.11% 58
2023
Q2 		$542K Sell
8,505
-825
-9% -$50.4K 0.18% 49
2023
Q1 		$528K Sell
9,330
-2,610
-22% -$143K 0.2% 50
2022
Q4 		$672K Sell
11,940
-1,080
-8% -$58.1K 0.28% 45
2022
Q3 		$611K Sell
13,020
-360
-3% -$16.8K 0.28% 46
2022
Q2 		$564K Sell
13,380
-420
-3% -$18.1K 0.28% 45
2022
Q1 		$630K Sell
13,800
-405
-3% -$18.1K 0.27% 47
2021
Q4 		$669K Sell
14,205
-540
-4% -$23.4K 0.29% 45
2021
Q3 		$601K Sell
14,745
-300
-2% -$12K 0.28% 44
2021
Q2 		$568K Sell
15,045
-360
-2% -$12.9K 0.27% 45
2021
Q1 		$521K Sell
15,405
-330
-2% -$10.2K 0.28% 45
2020
Q4 		$475K Hold
15,735
– – 0.24% 48
2020
Q3 		$484K Sell
15,735
-1,590
-9% -$48.3K 0.28% 47
2020
Q2 		$487K Sell
17,325
-1,170
-6% -$30.6K 0.38% 42
2020
Q1 		$371K Sell
18,495
-1,485
-7% -$38K 0.35% 44
2019
Q4 		$584K Buy
19,980
+90
+0.5% +$2.58K 0.47% 43
2019
Q3 		$586K Hold
19,890
– – 0.52% 38
2019
Q2 		$522K Sell
19,890
-795
-4% -$20.1K 0.49% 41
2019
Q1 		$535K Sell
20,685
-315
-2% -$7.62K 0.46% 39
2018
Q4 		$482K Hold
21,000
– – 0.48% 34
2018
Q3 		$501K Buy
+21,000
New +$446K 0.51% 31

Other funds holding ORLY

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
WC
Woodstock Corp Boston, Massachusetts $1.24B AUM 22.02% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
OMC
Overbrook Management Corp New York $643M AUM 29.06% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
MJRIC
Mogy Joel R Investment Counsel Beverly Hills, California $1.87B AUM 18.64% 1-Year Est. Return

Legacy Financial Strategies's ORLY Position: Q3 2026 in Review

Legacy Financial Strategies increased its O'Reilly Automotive (ORLY) stake by 0.41% in Q3 2026, buying an estimated $1.23K and bringing the position to 3,455 shares worth $295K. The position accounts for 0.05% of the portfolio, ranked #118.

Legacy Financial Strategies first reported a position in ORLY in Q3 2018 and has held it in 33 quarters since. The position peaked at $672K in Q4 2022. 190 funds tracked by Wall St. Rank hold ORLY as of Q3 2026.

  • Legacy Financial Strategies held 3,455 shares of O'Reilly Automotive worth $295K as of Q3 2026.
  • Legacy Financial Strategies bought 14 O'Reilly Automotive shares in Q3 2026, an estimated $1.23K.
  • O'Reilly Automotive made up 0.05% of Legacy Financial Strategies's portfolio in Q3 2026, its #118 holding.
  • Legacy Financial Strategies first reported a position in O'Reilly Automotive in Q3 2018 and has held it in 33 quarters since.
  • Legacy Financial Strategies's O'Reilly Automotive position peaked at $672K in Q4 2022.
  • 190 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q3 2026.

Based on Legacy Financial Strategies's 13F filing for Q3 2026, filed 15 Oct 2026.