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London & Capital Asset Management’s O'Reilly Automotive ORLY Stock Holding History

London & Capital 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 		$8.7M Buy
94,482
+6,863
+8% +$626K 0.08% 52
2026
Q1 		$8.09M Sell
87,619
-420,851
-83% -$39.5M 0.09% 51
2025
Q4 		$46.4M Buy
508,470
+467,485
+1,141% +$45.7M 0.48% 34
2025
Q3 		$4.42M Buy
40,985
+22,005
+116% +$2.21M 0.32% 38
2025
Q2 		$1.71M Buy
+18,980
New +$1.73M 0.13% 64

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 $3.38T AUM 44.17% 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

London & Capital Asset Management's ORLY Position: Q2 2026 in Review

London & Capital Asset Management increased its O'Reilly Automotive (ORLY) stake by 7.8% in Q2 2026, buying an estimated $626K and bringing the position to 94,482 shares worth $8.7M. The position accounts for 0.08% of the portfolio, ranked #52.

London & Capital Asset Management first reported a position in ORLY in Q2 2025 and has held it in 5 quarters since. The position peaked at $46.4M in Q4 2025. 1,666 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

  • London & Capital Asset Management held 94,482 shares of O'Reilly Automotive worth $8.7M as of Q2 2026.
  • London & Capital Asset Management bought 6,863 O'Reilly Automotive shares in Q2 2026, an estimated $626K.
  • O'Reilly Automotive made up 0.08% of London & Capital Asset Management's portfolio in Q2 2026, its #52 holding.
  • London & Capital Asset Management first reported a position in O'Reilly Automotive in Q2 2025 and has held it in 5 quarters since.
  • London & Capital Asset Management's O'Reilly Automotive position peaked at $46.4M in Q4 2025.
  • 1,666 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on London & Capital Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.