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Pinnacle Wealth Planning Services’s O'Reilly Automotive ORLY Stock Holding History

Pinnacle Wealth Planning Services’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 		$633K Buy
6,860
+258
+4% +$24.2K 0.07% 175
2025
Q4 		$602K Buy
6,602
+115
+2% +$11.2K 0.06% 173
2025
Q3 		$699K Buy
6,487
+523
+9% +$52.6K 0.08% 146
2025
Q2 		$538K Buy
5,964
+1,374
+30% +$125K 0.07% 185
2025
Q1 		$438K Buy
4,590
+240
+6% +$20.9K 0.07% 184
2024
Q4 		$344K Sell
4,350
-2,415
-36% -$195K 0.05% 220
2024
Q3 		$519K Sell
6,765
-15
-0.2% -$1.1K 0.07% 188
2024
Q2 		$477K Buy
6,780
+30
+0.4% +$2.07K 0.07% 191
2024
Q1 		$508K Sell
6,750
-15
-0.2% -$1.05K 0.07% 188
2023
Q4 		$428K Sell
6,765
-15
-0.2% -$948 0.07% 196
2023
Q3 		$411K Sell
6,780
-15
-0.2% -$941 0.07% 194
2023
Q2 		$433K Buy
6,795
+165
+2% +$10.1K 0.07% 192
2023
Q1 		$375K Buy
6,630
+285
+4% +$15.6K 0.06% 226
2022
Q4 		$357K Buy
6,345
+195
+3% +$10.5K 0.06% 229
2022
Q3 		$289K Buy
6,150
+270
+5% +$12.6K 0.05% 249
2022
Q2 		$248K Buy
5,880
+735
+14% +$31.6K 0.04% 286
2022
Q1 		$235K Buy
5,145
+525
+11% +$23.4K 0.04% 333
2021
Q4 		$217K Buy
+4,620
New +$200K 0.04% 344
2021
Q1 		– Sell
-2,805
Closed -$85K – 1456
2020
Q4 		$85K Buy
+2,805
New +$84.7K 0.02% 541

Other funds holding ORLY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pinnacle Wealth Planning Services's ORLY Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its O'Reilly Automotive (ORLY) stake by 3.9% in Q1 2026, buying an estimated $24.2K and bringing the position to 6,860 shares worth $633K. The position accounts for 0.07% of the portfolio, ranked #175.

Pinnacle Wealth Planning Services first reported a position in ORLY in Q4 2020 and has held it in 19 quarters since. The position peaked at $699K in Q3 2025. 1,649 funds tracked by Wall St. Rank hold ORLY as of Q1 2026.

  • Pinnacle Wealth Planning Services held 6,860 shares of O'Reilly Automotive worth $633K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 258 O'Reilly Automotive shares in Q1 2026, an estimated $24.2K.
  • O'Reilly Automotive made up 0.07% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #175 holding.
  • Pinnacle Wealth Planning Services first reported a position in O'Reilly Automotive in Q4 2020 and has held it in 19 quarters since.
  • Pinnacle Wealth Planning Services's O'Reilly Automotive position peaked at $699K in Q3 2025.
  • 1,649 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.