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

LOM 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
Q1 		$2.6M Sell
28,196
-585
-2% -$54.9K 0.75% 43
2025
Q4 		$2.63M Sell
28,781
-989
-3% -$96.6K 0.76% 38
2025
Q3 		$3.21M Buy
29,770
+1,881
+7% +$189K 0.98% 27
2025
Q2 		$2.51M Buy
+27,889
New +$2.54M 0.85% 32

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

LOM Asset Management's ORLY Position: Q1 2026 in Review

LOM Asset Management reduced its O'Reilly Automotive (ORLY) stake by 2% in Q1 2026, selling an estimated $54.9K and leaving 28,196 shares worth $2.6M. The position accounts for 0.75% of the portfolio, ranked #43.

LOM Asset Management first reported a position in ORLY in Q2 2025 and has held it in 4 quarters since. The position peaked at $3.21M in Q3 2025. 1,649 funds tracked by Wall St. Rank hold ORLY as of Q1 2026.

  • LOM Asset Management held 28,196 shares of O'Reilly Automotive worth $2.6M as of Q1 2026.
  • LOM Asset Management sold 585 O'Reilly Automotive shares in Q1 2026, an estimated $54.9K.
  • O'Reilly Automotive made up 0.75% of LOM Asset Management's portfolio in Q1 2026, its #43 holding.
  • LOM Asset Management first reported a position in O'Reilly Automotive in Q2 2025 and has held it in 4 quarters since.
  • LOM Asset Management's O'Reilly Automotive position peaked at $3.21M in Q3 2025.
  • 1,649 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2026.

Based on LOM Asset Management's 13F filing for Q1 2026, filed 5 May 2026.