RPI
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Railway Pension Investments’s O'Reilly Automotive ORLY Stock Holding History

Railway Pension Investments’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 		$107M Sell
1,156,151
-103,600
-8% -$9.72M 1.52% 27
2025
Q4 		$115M Buy
1,259,751
+51,200
+4% +$5M 1.35% 31
2025
Q3 		$130M Hold
1,208,551
– – 1.77% 24
2025
Q2 		$109M Sell
1,208,551
-65,264
-5% -$5.95M 1.54% 9
2025
Q1 		$122M Sell
1,273,815
-6,000
-0.5% -$522K 1.73% 6
2024
Q4 		$101M Sell
1,279,815
-82,500
-6% -$6.65M 1.34% 19
2024
Q3 		$105M Sell
1,362,315
-156,000
-10% -$11.5M 1.25% 22
2024
Q2 		$107M Sell
1,518,315
-211,500
-12% -$14.6M 1.28% 22
2024
Q1 		$130M Sell
1,729,815
-100,500
-5% -$7.03M 1.27% 23
2023
Q4 		$116M Hold
1,830,315
– – 1.2% 27
2023
Q3 		$111M Buy
1,830,315
+28,500
+2% +$1.79M 1.2% 31
2023
Q2 		$115M Buy
1,801,815
+27,000
+2% +$1.65M 1.14% 31
2023
Q1 		$100M Buy
1,774,815
+22,500
+1% +$1.23M 1.03% 35
2022
Q4 		$98.6M Buy
1,752,315
+196,500
+13% +$10.6M 0.99% 33
2022
Q3 		$73M Buy
1,555,815
+7,500
+0.5% +$350K 0.79% 39
2022
Q2 		$65.2M Sell
1,548,315
-84,000
-5% -$3.61M 0.64% 48
2022
Q1 		$74.5M Buy
1,632,315
+48,000
+3% +$2.14M 0.58% 54
2021
Q4 		$74.6M Buy
1,584,315
+7,500
+0.5% +$325K 0.56% 56
2021
Q3 		$64.2M Buy
1,576,815
+22,500
+1% +$901K 0.52% 57
2021
Q2 		$58.7M Buy
1,554,315
+75,000
+5% +$2.69M 0.49% 64
2021
Q1 		$50M Buy
1,479,315
+129,000
+10% +$4M 0.46% 65
2020
Q4 		$40.7M Buy
1,350,315
+234,000
+21% +$7.06M 0.39% 68
2020
Q3 		$34.3M Buy
1,116,315
+21,000
+2% +$638K 0.35% 73
2020
Q2 		$30.8M Sell
1,095,315
-42,000
-4% -$1.1M 0.35% 68
2020
Q1 		$22.8M Buy
1,137,315
+19,500
+2% +$498K 0.32% 78
2019
Q4 		$32.7M Buy
1,117,815
+7,590
+0.7% +$217K 0.37% 75
2019
Q3 		$29.5M Sell
1,110,225
-203,340
-15% -$5.25M 0.36% 80
2019
Q2 		$32.3M Buy
1,313,565
+15,165
+1% +$384K 0.42% 62
2019
Q1 		$33.6M Buy
1,298,400
+147,315
+13% +$3.56M 0.47% 59
2018
Q4 		$26.4M Buy
+1,151,085
New +$26.2M 0.53% 51

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

Railway Pension Investments's ORLY Position: Q1 2026 in Review

Railway Pension Investments reduced its O'Reilly Automotive (ORLY) stake by 8.2% in Q1 2026, selling an estimated $9.72M and leaving 1,156,151 shares worth $107M. The position accounts for 1.52% of the portfolio, ranked #27.

Railway Pension Investments first reported a position in ORLY in Q4 2018 and has held it in 30 quarters since. The position peaked at $130M in Q3 2025. 1,650 funds tracked by Wall St. Rank hold ORLY as of Q1 2026.

  • Railway Pension Investments held 1,156,151 shares of O'Reilly Automotive worth $107M as of Q1 2026.
  • Railway Pension Investments sold 103,600 O'Reilly Automotive shares in Q1 2026, an estimated $9.72M.
  • O'Reilly Automotive made up 1.52% of Railway Pension Investments's portfolio in Q1 2026, its #27 holding.
  • Railway Pension Investments first reported a position in O'Reilly Automotive in Q4 2018 and has held it in 30 quarters since.
  • Railway Pension Investments's O'Reilly Automotive position peaked at $130M in Q3 2025.
  • 1,650 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2026.

Based on Railway Pension Investments's 13F filing for Q1 2026, filed 12 May 2026.