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McBroom & Associates’s O'Reilly Automotive ORLY Stock Holding History

McBroom & Associates’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
Q3 		$8.24M Sell
96,505
-14,721
-13% -$1.3M 4.98% 9
2026
Q2 		$10.2M Sell
111,226
-763
-0.7% -$69.6K 5.15% 5
2026
Q1 		$10.3M Sell
111,989
-10,095
-8% -$947K 5.76% 5
2025
Q4 		$11.1M Buy
122,084
+700
+0.6% +$68.4K 5.41% 5
2025
Q3 		$13.1M Buy
121,384
+113,233
+1,389% +$11.4M 6.22% 3
2025
Q2 		$11.7M Sell
8,151
-114,114
-93% -$10.4M 6.68% 2
2025
Q1 		$11.7M Buy
122,265
+675
+0.6% +$58.7K 6.68% 2
2024
Q4 		$9.6M Buy
121,590
+2,145
+2% +$173K 5.44% 5
2024
Q3 		$9.17M Buy
119,445
+2,235
+2% +$164K 5.61% 4
2024
Q2 		$8.25M Buy
117,210
+3,240
+3% +$224K 5.17% 6
2024
Q1 		$8.58M Sell
113,970
-2,175
-2% -$152K 5.65% 4
2023
Q4 		$7.36M Sell
116,145
-1,275
-1% -$80.6K 5.36% 4
2023
Q3 		$7.11M Buy
117,420
+4,440
+4% +$279K 5.67% 2
2023
Q2 		$7.2M Buy
112,980
+3,345
+3% +$204K 5.68% 2
2023
Q1 		$6.21M Buy
109,635
+645
+0.6% +$35.3K 5.55% 2
2022
Q4 		$6.13M Sell
108,990
-12,570
-10% -$676K 6.65% 1
2022
Q3 		$5.7M Sell
121,560
-10,545
-8% -$492K 6.43% 1
2022
Q2 		$5.56M Sell
132,105
-6,540
-5% -$281K 6.05% 2
2022
Q1 		$6.33M Sell
138,645
-4,155
-3% -$186K 5.61% 5
2021
Q4 		$6.72M Buy
+142,800
New +$6.18M 5.06% 9

Other funds holding ORLY

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Welch & Forbes
Welch & Forbes Boston, Massachusetts $8.34B AUM 13.98% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

McBroom & Associates's ORLY Position: Q3 2026 in Review

McBroom & Associates reduced its O'Reilly Automotive (ORLY) stake by 13% in Q3 2026, selling an estimated $1.3M and leaving 96,505 shares worth $8.24M. The position accounts for 4.98% of the portfolio, ranked #9.

McBroom & Associates first reported a position in ORLY in Q4 2021 and has held it in 20 quarters since. The position peaked at $13.1M in Q3 2025. 949 funds tracked by Wall St. Rank hold ORLY as of Q3 2026.

  • McBroom & Associates held 96,505 shares of O'Reilly Automotive worth $8.24M as of Q3 2026.
  • McBroom & Associates sold 14,721 O'Reilly Automotive shares in Q3 2026, an estimated $1.3M.
  • O'Reilly Automotive made up 4.98% of McBroom & Associates's portfolio in Q3 2026, its #9 holding.
  • McBroom & Associates first reported a position in O'Reilly Automotive in Q4 2021 and has held it in 20 quarters since.
  • McBroom & Associates's O'Reilly Automotive position peaked at $13.1M in Q3 2025.
  • 949 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q3 2026.

Based on McBroom & Associates's 13F filing for Q3 2026, filed 29 Oct 2026.