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
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 $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

S.A. Mason's ORLY Position: Q1 2026 in Review

S.A. Mason increased its O'Reilly Automotive (ORLY) stake by 6.9% in Q1 2026, buying an estimated $141K and bringing the position to 23,166 shares worth $2.14M. The position accounts for 0.8% of the portfolio, ranked #31.

S.A. Mason first reported a position in ORLY in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.14M in Q3 2025. 1,649 funds tracked by Wall St. Rank hold ORLY as of Q1 2026.

  • S.A. Mason held 23,166 shares of O'Reilly Automotive worth $2.14M as of Q1 2026.
  • S.A. Mason bought 1,501 O'Reilly Automotive shares in Q1 2026, an estimated $141K.
  • O'Reilly Automotive made up 0.8% of S.A. Mason's portfolio in Q1 2026, its #31 holding.
  • S.A. Mason first reported a position in O'Reilly Automotive in Q4 2019 and has held it in 26 quarters since.
  • S.A. Mason's O'Reilly Automotive position peaked at $2.14M in Q3 2025.
  • 1,649 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2026.

Based on S.A. Mason's 13F filing for Q1 2026, filed 27 Apr 2026.