LGL Partners’s O'Reilly Automotive ORLY Stock Holding History

LGL Partners’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 Q1	–	Sell	-7,620	Closed	-$602K	–	103
2024 Q4	$602K	Hold	7,620	–	–	0.09%	64
2024 Q3	$585K	Hold	7,620	–	–	0.08%	63
2024 Q2	$536K	Sell	7,620 -195	-2%	-$13.5K	0.08%	66
2024 Q1	$588K	Hold	7,815	–	–	0.1%	64
2023 Q4	$495K	Sell	7,815 -2,280	-23%	-$144K	0.07%	69
2023 Q3	$612K	Hold	10,095	–	–	0.11%	54
2023 Q2	$643K	Hold	10,095	–	–	0.11%	50
2023 Q1	$571K	Hold	10,095	–	–	0.1%	54
2022 Q4	$568K	Hold	10,095	–	–	0.1%	48
2022 Q3	$473K	Hold	10,095	–	–	0.1%	64
2022 Q2	$425K	Hold	10,095	–	–	0.07%	60
2022 Q1	$461K	Sell	10,095 -2,475	-20%	-$111K	0.06%	62
2021 Q4	$592K	Buy	12,570 +2,475	+25%	+$107K	0.07%	58
2021 Q3	$411K	Hold	10,095	–	–	0.25%	56
2021 Q2	$381K	Buy	10,095 +2,475	+32%	+$88.8K	0.23%	61
2021 Q1	$258K	Buy	+7,620	New	+$236K	0.15%	77

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

ACM

AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

LGL Partners's ORLY Position: Q1 2025 in Review

LGL Partners sold out of O'Reilly Automotive (ORLY) in Q1 2025, closing a stake of 7,620 shares — an estimated $602K sold.

LGL Partners first reported a position in ORLY in Q1 2021 and held it in 16 quarters. The position peaked at $643K in Q2 2023. 1,550 funds tracked by Wall St. Rank hold ORLY as of Q1 2025.

LGL Partners reported no remaining O'Reilly Automotive position as of Q1 2025 after selling out during the quarter.
LGL Partners sold 7,620 O'Reilly Automotive shares in Q1 2025, an estimated $602K.
LGL Partners first reported a position in O'Reilly Automotive in Q1 2021 and held it in 16 quarters.
LGL Partners's O'Reilly Automotive position peaked at $643K in Q2 2023.
1,550 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2025.

Based on LGL Partners's 13F filing for Q1 2025, filed 15 May 2025.