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Longbow Finance’s O'Reilly Automotive ORLY Stock Holding History

Longbow Finance’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 		$4.73M Sell
51,198
-25,273
-33% -$2.37M 0.86% 44
2025
Q4 		$6.97M Buy
+76,471
New +$7.47M 1.18% 29

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

Longbow Finance's ORLY Position: Q1 2026 in Review

Longbow Finance reduced its O'Reilly Automotive (ORLY) stake by 33% in Q1 2026, selling an estimated $2.37M and leaving 51,198 shares worth $4.73M. The position accounts for 0.86% of the portfolio, ranked #44.

Longbow Finance first reported a position in ORLY in Q4 2025 and has held it in 2 quarters since. The position peaked at $6.97M in Q4 2025. 1,650 funds tracked by Wall St. Rank hold ORLY as of Q1 2026.

  • Longbow Finance held 51,198 shares of O'Reilly Automotive worth $4.73M as of Q1 2026.
  • Longbow Finance sold 25,273 O'Reilly Automotive shares in Q1 2026, an estimated $2.37M.
  • O'Reilly Automotive made up 0.86% of Longbow Finance's portfolio in Q1 2026, its #44 holding.
  • Longbow Finance first reported a position in O'Reilly Automotive in Q4 2025 and has held it in 2 quarters since.
  • Longbow Finance's O'Reilly Automotive position peaked at $6.97M in Q4 2025.
  • 1,650 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2026.

Based on Longbow Finance's 13F filing for Q1 2026, filed 12 May 2026.