LI
OLLI icon

LRI Investments’s Ollie's Bargain Outlet OLLI Stock Holding History

LRI Investments’s Portfolio OLLI Stock Details OLLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.77K Sell
36
-1
-3% -$83 ﹤0.01% 1227
2026
Q1 		$3.4K Sell
37
-650
-95% -$70.2K ﹤0.01% 1180
2025
Q4 		$75.3K Buy
687
+46
+7% +$5.55K 0.01% 476
2025
Q3 		$82.4K Sell
641
-240
-27% -$31.9K 0.01% 460
2025
Q2 		$116K Sell
881
-12
-1% -$1.37K 0.01% 403
2025
Q1 		$104K Sell
893
-507
-36% -$53.6K 0.01% 413
2024
Q4 		$154K Hold
1,400
– – 0.01% 329
2024
Q3 		$130K Buy
1,400
+1,343
+2,356% +$129K 0.01% 364
2024
Q2 		$5.57K Buy
+57
New +$4.54K ﹤0.01% 867

Other funds holding OLLI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
STA
Summit Trail Advisors New York $7.95B AUM 26.49% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

LRI Investments's OLLI Position: Q2 2026 in Review

LRI Investments reduced its Ollie's Bargain Outlet (OLLI) stake by 2.7% in Q2 2026, selling an estimated $83 and leaving 36 shares worth $2.77K. The position accounts for ﹤0.01% of the portfolio, ranked #1227.

LRI Investments first reported a position in OLLI in Q2 2024 and has held it in 9 quarters since. The position peaked at $154K in Q4 2024. 454 funds tracked by Wall St. Rank hold OLLI as of Q2 2026.

  • LRI Investments held 36 shares of Ollie's Bargain Outlet worth $2.77K as of Q2 2026.
  • LRI Investments sold 1 Ollie's Bargain Outlet share in Q2 2026, an estimated $83.
  • Ollie's Bargain Outlet made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1227 holding.
  • LRI Investments first reported a position in Ollie's Bargain Outlet in Q2 2024 and has held it in 9 quarters since.
  • LRI Investments's Ollie's Bargain Outlet position peaked at $154K in Q4 2024.
  • 454 funds tracked by Wall St. Rank held Ollie's Bargain Outlet as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.