Mark Sheptoff Financial Planning’s O'Reilly Automotive ORLY Stock Holding History

Mark Sheptoff Financial Planning’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	$570K	Hold	6,000	–	–	0.3%	56
2025 Q4	$547K	Hold	6,000	–	–	0.26%	57
2025 Q3	$647K	Hold	6,000	–	–	0.31%	46
2025 Q2	$541K	Hold	6,000	–	–	0.29%	51
2025 Q1	$573K	Hold	6,000	–	–	0.32%	52
2024 Q4	$474K	Hold	6,000	–	–	0.25%	61
2024 Q3	$461K	Hold	6,000	–	–	0.24%	56
2024 Q2	$422K	Hold	6,000	–	–	0.24%	60
2024 Q1	$452K	Hold	6,000	–	–	0.25%	57
2023 Q4	$380K	Hold	6,000	–	–	0.23%	59
2023 Q3	$364K	Hold	6,000	–	–	0.23%	55
2023 Q2	$382K	Hold	6,000	–	–	0.22%	62
2023 Q1	$340K	Hold	6,000	–	–	0.2%	74
2022 Q4	$338K	Hold	6,000	–	–	0.2%	71
2022 Q3	$281K	Hold	6,000	–	–	0.17%	76
2022 Q2	$253K	Hold	6,000	–	–	0.15%	84
2022 Q1	$274K	Hold	6,000	–	–	0.14%	87
2021 Q4	$282K	Hold	6,000	–	–	0.13%	86
2021 Q3	$244K	Buy	6,000 +360	+6%	+$14.4K	0.13%	93
2021 Q2	$213K	Hold	5,640	–	–	0.11%	100
2021 Q1	$191K	Hold	5,640	–	–	0.11%	99
2020 Q4	$170K	Hold	5,640	–	–	0.1%	108
2020 Q3	$173K	Hold	5,640	–	–	0.11%	97
2020 Q2	$159K	Hold	5,640	–	–	0.1%	101
2020 Q1	$113K	Hold	5,640	–	–	0.09%	101
2019 Q4	$165K	Hold	5,640	–	–	0.1%	100
2019 Q3	$150K	Buy	5,640 +390	+7%	+$10.1K	0.1%	100
2019 Q2	$129K	Hold	5,250	–	–	0.09%	108
2019 Q1	$136K	Hold	5,250	–	–	0.1%	105
2018 Q4	$121K	Hold	5,250	–	–	0.1%	100
2018 Q3	$122K	Hold	5,250	–	–	0.08%	120
2018 Q2	$96K	Hold	5,250	–	–	0.07%	127
2018 Q1	$87K	Hold	5,250	–	–	0.06%	137
2017 Q4	$84K	Hold	5,250	–	–	0.05%	150
2017 Q3	$75K	Hold	5,250	–	–	0.05%	158
2017 Q2	$77K	Sell	5,250 -15	-0.3%	-$245	0.05%	153
2017 Q1	$94K	Buy	5,265 +15	+0.3%	+$271	0.07%	143
2016 Q4	$97K	Hold	5,250	–	–	0.07%	140
2016 Q3	$98K	Hold	5,250	–	–	0.07%	131
2016 Q2	$95K	Buy	5,250 +2,250	+75%	+$39.8K	0.07%	127
2016 Q1	$55K	Hold	3,000	–	–	0.04%	146
2015 Q4	$51K	Hold	3,000	–	–	0.04%	165
2015 Q3	$50K	Hold	3,000	–	–	0.04%	160
2015 Q2	$45K	Hold	3,000	–	–	0.04%	175
2015 Q1	$43K	Hold	3,000	–	–	0.04%	178
2014 Q4	$39K	Hold	3,000	–	–	0.03%	183
2014 Q3	$30K	Hold	3,000	–	–	0.03%	198
2014 Q2	$30K	Hold	3,000	–	–	0.03%	201
2014 Q1	$30K	Buy	+3,000	New	+$28.6K	0.03%	215

Other funds holding ORLY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mark Sheptoff Financial Planning's ORLY Position: Q1 2026 in Review

Mark Sheptoff Financial Planning held its O'Reilly Automotive (ORLY) position steady in Q1 2026 at 6,000 shares worth $570K. The position accounts for 0.3% of the portfolio, ranked #56.

Mark Sheptoff Financial Planning first reported a position in ORLY in Q1 2014 and has held it in 49 quarters since. The position peaked at $647K in Q3 2025. 1,649 funds tracked by Wall St. Rank hold ORLY as of Q1 2026.

Mark Sheptoff Financial Planning held 6,000 shares of O'Reilly Automotive worth $570K as of Q1 2026.
Mark Sheptoff Financial Planning left its O'Reilly Automotive share count unchanged in Q1 2026.
O'Reilly Automotive made up 0.3% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #56 holding.
Mark Sheptoff Financial Planning first reported a position in O'Reilly Automotive in Q1 2014 and has held it in 49 quarters since.
Mark Sheptoff Financial Planning's O'Reilly Automotive position peaked at $647K in Q3 2025.
1,649 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.