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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
Q2 		$2.45M Sell
26,589
-1,607
-6% -$147K 0.63% 52
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 $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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

LOM Asset Management reduced its O'Reilly Automotive (ORLY) stake by 5.7% in Q2 2026, selling an estimated $147K and leaving 26,589 shares worth $2.45M. The position accounts for 0.63% of the portfolio, ranked #52.

LOM Asset Management first reported a position in ORLY in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.21M in Q3 2025. 1,662 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

  • LOM Asset Management held 26,589 shares of O'Reilly Automotive worth $2.45M as of Q2 2026.
  • LOM Asset Management sold 1,607 O'Reilly Automotive shares in Q2 2026, an estimated $147K.
  • O'Reilly Automotive made up 0.63% of LOM Asset Management's portfolio in Q2 2026, its #52 holding.
  • LOM Asset Management first reported a position in O'Reilly Automotive in Q2 2025 and has held it in 5 quarters since.
  • LOM Asset Management's O'Reilly Automotive position peaked at $3.21M in Q3 2025.
  • 1,662 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on LOM Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.