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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
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 		$9.61M 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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
SB
Simmons Bank Pine Bluff, Arkansas $1.75B AUM 33.61% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
HIC
Harvey Investment Company Louisville, Kentucky $918M AUM 14.93% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

McBroom & Associates's ORLY Position: Q2 2026 in Review

McBroom & Associates reduced its O'Reilly Automotive (ORLY) stake by 0.68% in Q2 2026, selling an estimated $69.6K and leaving 111,226 shares worth $10.2M. The position accounts for 5.15% of the portfolio, ranked #5.

McBroom & Associates first reported a position in ORLY in Q4 2021 and has held it in 19 quarters since. The position peaked at $13.1M in Q3 2025. 688 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

  • McBroom & Associates held 111,226 shares of O'Reilly Automotive worth $10.2M as of Q2 2026.
  • McBroom & Associates sold 763 O'Reilly Automotive shares in Q2 2026, an estimated $69.6K.
  • O'Reilly Automotive made up 5.15% of McBroom & Associates's portfolio in Q2 2026, its #5 holding.
  • McBroom & Associates first reported a position in O'Reilly Automotive in Q4 2021 and has held it in 19 quarters since.
  • McBroom & Associates's O'Reilly Automotive position peaked at $13.1M in Q3 2025.
  • 688 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on McBroom & Associates's 13F filing for Q2 2026, filed 30 Jul 2026.