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Mogy Joel R Investment Counsel’s O'Reilly Automotive ORLY Stock Holding History

Mogy Joel R Investment Counsel’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 		$23.7M Buy
256,847
+597
+0.2% +$54.5K 1.36% 17
2026
Q1 		$23.7M Buy
256,250
+504
+0.2% +$47.3K 1.48% 19
2025
Q4 		$23.3M Buy
255,746
+5,386
+2% +$526K 1.27% 22
2025
Q3 		$27M Buy
250,360
+1,105
+0.4% +$111K 1.48% 21
2025
Q2 		$22.5M Sell
249,255
-2,235
-0.9% -$204K 1.3% 24
2025
Q1 		$24M Buy
251,490
+42,015
+20% +$3.66M 1.55% 22
2024
Q4 		$16.6M Buy
209,475
+10,650
+5% +$859K 0.98% 25
2024
Q3 		$15.3M Buy
198,825
+43,575
+28% +$3.2M 0.94% 29
2024
Q2 		$10.9M Buy
155,250
+49,890
+47% +$3.45M 0.69% 31
2024
Q1 		$7.93M Buy
105,360
+27,975
+36% +$1.96M 0.54% 37
2023
Q4 		$4.9M Buy
77,385
+14,835
+24% +$938K 0.37% 41
2023
Q3 		$3.79M Buy
62,550
+25,965
+71% +$1.63M 0.32% 45
2023
Q2 		$2.33M Buy
36,585
+8,415
+30% +$514K 0.19% 52
2023
Q1 		$1.59M Buy
+28,170
New +$1.54M 0.14% 61
2017
Q2 		– Sell
-229,350
Closed -$4.13M – 127
2017
Q1 		$4.13M Buy
229,350
+10,425
+5% +$188K 0.71% 40
2016
Q4 		$4.06M Buy
218,925
+14,475
+7% +$264K 0.74% 39
2016
Q3 		$3.82M Buy
204,450
+72,375
+55% +$1.36M 0.7% 42
2016
Q2 		$2.39M Buy
132,075
+3,075
+2% +$54.4K 0.44% 57
2016
Q1 		$2.35M Buy
129,000
+117,390
+1,011% +$2M 0.44% 54
2015
Q4 		$1.96K Sell
11,610
-52,215
-82% -$906K 0.37% 61
2015
Q3 		$1.06M Buy
63,825
+4,500
+8% +$72.7K 0.21% 77
2015
Q2 		$894K Buy
59,325
+2,250
+4% +$33.4K 0.17% 83
2015
Q1 		$823K Buy
57,075
+14,025
+33% +$188K 0.15% 90
2014
Q4 		$553K Buy
43,050
+7,800
+22% +$91.4K 0.1% 102
2014
Q3 		$353K Buy
+35,250
New +$360K 0.07% 123

Other funds holding ORLY

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
SB
Simmons Bank Pine Bluff, Arkansas $1.75B AUM 33.61% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Mogy Joel R Investment Counsel's ORLY Position: Q2 2026 in Review

Mogy Joel R Investment Counsel increased its O'Reilly Automotive (ORLY) stake by 0.23% in Q2 2026, buying an estimated $54.5K and bringing the position to 256,847 shares worth $23.7M. The position accounts for 1.36% of the portfolio, ranked #17.

Mogy Joel R Investment Counsel first reported a position in ORLY in Q3 2014 and has held it in 25 quarters since. The position peaked at $27M in Q3 2025. 821 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

  • Mogy Joel R Investment Counsel held 256,847 shares of O'Reilly Automotive worth $23.7M as of Q2 2026.
  • Mogy Joel R Investment Counsel bought 597 O'Reilly Automotive shares in Q2 2026, an estimated $54.5K.
  • O'Reilly Automotive made up 1.36% of Mogy Joel R Investment Counsel's portfolio in Q2 2026, its #17 holding.
  • Mogy Joel R Investment Counsel first reported a position in O'Reilly Automotive in Q3 2014 and has held it in 25 quarters since.
  • Mogy Joel R Investment Counsel's O'Reilly Automotive position peaked at $27M in Q3 2025.
  • 821 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on Mogy Joel R Investment Counsel's 13F filing for Q2 2026, filed 14 Jul 2026.