Schwartz Investment Counsel’s O'Reilly Automotive ORLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $61.2M | Hold |
665,000
| – | – | 2.03% | 14 |
|
|
2026
Q1 | $61.4M | Hold |
665,000
| – | – | 2.18% | 11 |
|
|
2025
Q4 | $60.7M | Hold |
665,000
| – | – | 2.12% | 11 |
|
|
2025
Q3 | $71.7M | Sell |
665,000
-100,000
| -13% | -$10.1M | 2.41% | 9 |
|
|
2025
Q2 | $68.9M | Hold |
765,000
| – | – | 2.27% | 10 |
|
|
2025
Q1 | $73.1M | Hold |
765,000
| – | – | 2.51% | 10 |
|
|
2024
Q4 | $60.5M | Hold |
765,000
| – | – | 2.18% | 13 |
|
|
2024
Q3 | $58.7M | Hold |
765,000
| – | – | 2.09% | 14 |
|
|
2024
Q2 | $53.9M | Hold |
765,000
| – | – | 2% | 16 |
|
|
2024
Q1 | $57.6M | Hold |
765,000
| – | – | 2.1% | 13 |
|
|
2023
Q4 | $48.5M | Hold |
765,000
| – | – | 1.89% | 17 |
|
|
2023
Q3 | $46.4M | Hold |
765,000
| – | – | 1.98% | 15 |
|
|
2023
Q2 | $48.7M | Hold |
765,000
| – | – | 2.06% | 15 |
|
|
2023
Q1 | $43.3M | Hold |
765,000
| – | – | 1.9% | 15 |
|
|
2022
Q4 | $43M | Hold |
765,000
| – | – | 1.95% | 16 |
|
|
2022
Q3 | $35.9M | Hold |
765,000
| – | – | 1.84% | 16 |
|
|
2022
Q2 | $32.2M | Hold |
765,000
| – | – | 1.57% | 25 |
|
|
2022
Q1 | $34.9M | Hold |
765,000
| – | – | 1.47% | 27 |
|
|
2021
Q4 | $36M | Sell |
765,000
-180,000
| -19% | -$7.79M | 1.4% | 32 |
|
|
2021
Q3 | $38.5M | Hold |
945,000
| – | – | 1.58% | 25 |
|
|
2021
Q2 | $35.7M | Hold |
945,000
| – | – | 1.44% | 26 |
|
|
2021
Q1 | $32M | Hold |
945,000
| – | – | 1.39% | 30 |
|
|
2020
Q4 | $28.5M | Hold |
945,000
| – | – | 1.29% | 33 |
|
|
2020
Q3 | $29M | Hold |
945,000
| – | – | 1.47% | 28 |
|
|
2020
Q2 | $26.6M | Hold |
945,000
| – | – | 1.44% | 30 |
|
|
2020
Q1 | $19M | Hold |
945,000
| – | – | 1.26% | 33 |
|
|
2019
Q4 | $27.6M | Hold |
945,000
| – | – | 1.31% | 38 |
|
|
2019
Q3 | $25.1M | Hold |
945,000
| – | – | 1.28% | 38 |
|
|
2019
Q2 | $23.3M | Hold |
945,000
| – | – | 1.19% | 40 |
|
|
2019
Q1 | $24.5M | Hold |
945,000
| – | – | 1.31% | 37 |
|
|
2018
Q4 | $21.7M | Sell |
945,000
-225,000
| -19% | -$5.12M | 1.34% | 31 |
|
|
2018
Q3 | $27.1M | Sell |
1,170,000
-150,000
| -11% | -$3.19M | 1.44% | 29 |
|
|
2018
Q2 | $24.1M | Buy |
1,320,000
+240,000
| +22% | +$4.18M | 1.37% | 29 |
|
|
2018
Q1 | $17.8M | Buy |
1,080,000
+150,000
| +16% | +$2.54M | 1.05% | 39 |
|
|
2017
Q4 | $14.9M | Buy |
930,000
+390,000
| +72% | +$5.81M | 0.88% | 42 |
|
|
2017
Q3 | $7.75M | Buy |
+540,000
| New | +$7.13M | 0.48% | 62 |
|
|
2014
Q1 | – | Sell |
-225,000
| Closed | -$1.93M | – | 192 |
|
|
2013
Q4 | $1.93M | Hold |
225,000
| – | – | 0.14% | 106 |
|
|
2013
Q3 | $1.91M | Buy |
+225,000
| New | +$1.84M | 0.16% | 109 |
|
Other funds holding ORLY
Schwartz Investment Counsel's ORLY Position: Q2 2026 in Review
Schwartz Investment Counsel held its O'Reilly Automotive (ORLY) position steady in Q2 2026 at 665,000 shares worth $61.2M. The position accounts for 2.03% of the portfolio, ranked #14.
Schwartz Investment Counsel first reported a position in ORLY in Q3 2013 and has held it in 38 quarters since. The position peaked at $73.1M in Q1 2025. 1,662 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.
- Schwartz Investment Counsel held 665,000 shares of O'Reilly Automotive worth $61.2M as of Q2 2026.
- Schwartz Investment Counsel left its O'Reilly Automotive share count unchanged in Q2 2026.
- O'Reilly Automotive made up 2.03% of Schwartz Investment Counsel's portfolio in Q2 2026, its #14 holding.
- Schwartz Investment Counsel first reported a position in O'Reilly Automotive in Q3 2013 and has held it in 38 quarters since.
- Schwartz Investment Counsel's O'Reilly Automotive position peaked at $73.1M in Q1 2025.
- 1,662 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.
Based on Schwartz Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.