SAM
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S.A. Mason’s O'Reilly Automotive ORLY Stock Holding History

S.A. Mason’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 		$2.14M Buy
23,266
+100
+0.4% +$9.12K 0.66% 37
2026
Q1 		$2.14M Buy
23,166
+1,501
+7% +$141K 0.8% 31
2025
Q4 		$1.98M Buy
21,665
+1,780
+9% +$174K 0.78% 32
2025
Q3 		$2.14M Sell
19,885
-200
-1% -$20.1K 0.95% 23
2025
Q2 		$1.81M Sell
20,085
-1,500
-7% -$137K 0.88% 24
2025
Q1 		$2.06M Sell
21,585
-75
-0.3% -$6.53K 1.09% 17
2024
Q4 		$1.71M Sell
21,660
-3,750
-15% -$302K 0.9% 20
2024
Q3 		$1.95M Sell
25,410
-150
-0.6% -$11K 1.03% 18
2024
Q2 		$1.8M Buy
25,560
+75
+0.3% +$5.18K 1.02% 20
2024
Q1 		$1.92M Sell
25,485
-810
-3% -$56.6K 1.15% 15
2023
Q4 		$1.67M Sell
26,295
-4,215
-14% -$266K 1.12% 16
2023
Q3 		$1.85M Sell
30,510
-900
-3% -$56.5K 1.33% 13
2023
Q2 		$1.78M Hold
31,410
– – 1.29% 14
2023
Q1 		$1.78M Sell
31,410
-75
-0.2% -$4.11K 1.29% 14
2022
Q4 		$1.77M Sell
31,485
-3,240
-9% -$174K 1.33% 13
2022
Q3 		$1.63M Sell
34,725
-150
-0.4% -$6.99K 1.29% 12
2022
Q2 		$1.47M Sell
34,875
-975
-3% -$41.9K 1.07% 18
2022
Q1 		$1.64M Hold
35,850
– – 1.02% 16
2021
Q4 		$1.69M Sell
35,850
-3,840
-10% -$166K 1.02% 17
2021
Q3 		$1.62M Buy
39,690
+900
+2% +$36K 1.06% 16
2021
Q2 		$1.46M Sell
38,790
-150
-0.4% -$5.38K 1.01% 17
2021
Q1 		$1.32M Buy
38,940
+2,100
+6% +$65.1K 0.98% 19
2020
Q4 		$1.11M Sell
36,840
-2,625
-7% -$79.2K 0.93% 27
2020
Q3 		$1.21M Sell
39,465
-480
-1% -$14.6K 1.15% 17
2020
Q2 		$1.12M Sell
39,945
-5,895
-13% -$154K 1.18% 17
2020
Q1 		$920K Sell
45,840
-375
-0.8% -$9.58K 1.12% 17
2019
Q4 		$1.35M Buy
+46,215
New +$1.32M 1.29% 13

Other funds holding ORLY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

S.A. Mason's ORLY Position: Q2 2026 in Review

S.A. Mason increased its O'Reilly Automotive (ORLY) stake by 0.43% in Q2 2026, buying an estimated $9.12K and bringing the position to 23,266 shares worth $2.14M. The position accounts for 0.66% of the portfolio, ranked #37.

S.A. Mason first reported a position in ORLY in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.14M in Q3 2025. 1,662 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

  • S.A. Mason held 23,266 shares of O'Reilly Automotive worth $2.14M as of Q2 2026.
  • S.A. Mason bought 100 O'Reilly Automotive shares in Q2 2026, an estimated $9.12K.
  • O'Reilly Automotive made up 0.66% of S.A. Mason's portfolio in Q2 2026, its #37 holding.
  • S.A. Mason first reported a position in O'Reilly Automotive in Q4 2019 and has held it in 27 quarters since.
  • S.A. Mason's O'Reilly Automotive position peaked at $2.14M in Q3 2025.
  • 1,662 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on S.A. Mason's 13F filing for Q2 2026, filed 31 Jul 2026.