Palumbo Wealth Management’s O'Reilly Automotive ORLY Stock Holding History

Palumbo Wealth 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	$200K	Sell	2,177 -2,242	-51%	-$205K	0.04%	231
2026 Q1	$408K	Buy	4,419 +65	+1%	+$6.1K	0.1%	146
2025 Q4	$397K	Sell	4,354 -31,499	-88%	-$3.08M	0.1%	146
2025 Q3	$3.85M	Sell	35,853 -154	-0.4%	-$15.5K	1.23%	22
2025 Q2	$3.25M	Buy	36,007 +502	+1%	+$45.8K	1.01%	24
2025 Q1	$3.39M	Buy	35,505 +6,660	+23%	+$579K	1.13%	23
2024 Q4	$2.28M	Buy	28,845 +4,275	+17%	+$345K	0.85%	28
2024 Q3	$1.89M	Buy	24,570 +750	+3%	+$55.1K	0.73%	38
2024 Q2	$1.68M	Buy	23,820 +2,595	+12%	+$179K	0.71%	41
2024 Q1	$1.6M	Buy	21,225 +2,865	+16%	+$200K	0.72%	41
2023 Q4	$1.16M	Buy	18,360 +2,910	+19%	+$184K	0.59%	43
2023 Q3	$936K	Buy	15,450 +7,575	+96%	+$475K	0.51%	46
2023 Q2	$502K	Buy	+7,875	New	+$481K	0.31%	59

Other funds holding ORLY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Palumbo Wealth Management's ORLY Position: Q2 2026 in Review

Palumbo Wealth Management reduced its O'Reilly Automotive (ORLY) stake by 51% in Q2 2026, selling an estimated $205K and leaving 2,177 shares worth $200K. The position accounts for 0.04% of the portfolio, ranked #231.

Palumbo Wealth Management first reported a position in ORLY in Q2 2023 and has held it in 13 quarters since. The position peaked at $3.85M in Q3 2025. 1,658 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

Palumbo Wealth Management held 2,177 shares of O'Reilly Automotive worth $200K as of Q2 2026.
Palumbo Wealth Management sold 2,242 O'Reilly Automotive shares in Q2 2026, an estimated $205K.
O'Reilly Automotive made up 0.04% of Palumbo Wealth Management's portfolio in Q2 2026, its #231 holding.
Palumbo Wealth Management first reported a position in O'Reilly Automotive in Q2 2023 and has held it in 13 quarters since.
Palumbo Wealth Management's O'Reilly Automotive position peaked at $3.85M in Q3 2025.
1,658 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on Palumbo Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.