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

Lummis 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 		$4.14K Hold
45
– – ﹤0.01% 150
2026
Q1 		$4.15K Hold
45
– – ﹤0.01% 149
2025
Q4 		$4.1K Hold
45
– – ﹤0.01% 146
2025
Q3 		$4.85K Hold
45
– – ﹤0.01% 131
2025
Q2 		$4.06K Hold
45
– – ﹤0.01% 134
2025
Q1 		$4.3K Hold
45
– – ﹤0.01% 134
2024
Q4 		$3.56K Hold
45
– – ﹤0.01% 115
2024
Q3 		$3.46K Hold
45
– – ﹤0.01% 120
2024
Q2 		$3.17K Hold
45
– – ﹤0.01% 121
2024
Q1 		$3.39K Hold
45
– – ﹤0.01% 124
2023
Q4 		$2.85K Buy
+45
New +$2.84K ﹤0.01% 147

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

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

Lummis Asset Management held its O'Reilly Automotive (ORLY) position steady in Q2 2026 at 45 shares worth $4.14K. The position accounts for ﹤0.01% of the portfolio, ranked #150.

Lummis Asset Management first reported a position in ORLY in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.85K in Q3 2025. 1,662 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

  • Lummis Asset Management held 45 shares of O'Reilly Automotive worth $4.14K as of Q2 2026.
  • Lummis Asset Management left its O'Reilly Automotive share count unchanged in Q2 2026.
  • O'Reilly Automotive made up ﹤0.01% of Lummis Asset Management's portfolio in Q2 2026, its #150 holding.
  • Lummis Asset Management first reported a position in O'Reilly Automotive in Q4 2023 and has held it in 11 quarters since.
  • Lummis Asset Management's O'Reilly Automotive position peaked at $4.85K in Q3 2025.
  • 1,662 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on Lummis Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.