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Smithbridge Asset Management’s O'Reilly Automotive ORLY Stock Holding History

Smithbridge Asset Management’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 		$623K Sell
6,750
-6,750
-50% -$633K 0.09% 120
2025
Q4 		$1.23M Buy
13,500
+6,750
+100% +$659K 0.11% 95
2025
Q3 		$728K Hold
6,750
– – 0.11% 102
2025
Q2 		$608K Hold
6,750
– – 0.11% 98
2025
Q1 		$645K Buy
+6,750
New +$587K 0.12% 98
2024
Q3 		$518K Hold
6,750
– – 0.09% 114
2024
Q2 		$475K Hold
6,750
– – 0.1% 114
2024
Q1 		$508K Hold
6,750
– – 0.1% 110
2023
Q4 		$428K Hold
6,750
– – 0.1% 118
2023
Q3 		$409K Hold
6,750
– – 0.1% 119
2023
Q2 		$430K Hold
6,750
– – 0.1% 117
2023
Q1 		$382K Hold
6,750
– – 0.1% 117
2022
Q4 		$380K Hold
6,750
– – 0.1% 115
2022
Q3 		$317K Sell
6,750
-375
-5% -$17.5K 0.13% 83
2022
Q2 		$300K Buy
7,125
+375
+6% +$16.1K 0.12% 89
2022
Q1 		$308K Hold
6,750
– – 0.1% 89
2021
Q4 		$318K Hold
6,750
– – 0.1% 93
2021
Q3 		$275K Hold
6,750
– – 0.09% 99
2021
Q2 		$255K Hold
6,750
– – 0.08% 101
2021
Q1 		$228K Hold
6,750
– – 0.1% 81
2020
Q4 		$204K Sell
6,750
-45
-0.7% -$1.36K 0.09% 83
2020
Q3 		$209K Buy
+6,795
New +$206K 0.11% 79

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

Smithbridge Asset Management's ORLY Position: Q1 2026 in Review

Smithbridge Asset Management reduced its O'Reilly Automotive (ORLY) stake by 50% in Q1 2026, selling an estimated $633K and leaving 6,750 shares worth $623K. The position accounts for 0.09% of the portfolio, ranked #120.

Smithbridge Asset Management first reported a position in ORLY in Q3 2020 and has held it in 22 quarters since. The position peaked at $1.23M in Q4 2025. 1,649 funds tracked by Wall St. Rank hold ORLY as of Q1 2026.

  • Smithbridge Asset Management held 6,750 shares of O'Reilly Automotive worth $623K as of Q1 2026.
  • Smithbridge Asset Management sold 6,750 O'Reilly Automotive shares in Q1 2026, an estimated $633K.
  • O'Reilly Automotive made up 0.09% of Smithbridge Asset Management's portfolio in Q1 2026, its #120 holding.
  • Smithbridge Asset Management first reported a position in O'Reilly Automotive in Q3 2020 and has held it in 22 quarters since.
  • Smithbridge Asset Management's O'Reilly Automotive position peaked at $1.23M in Q4 2025.
  • 1,649 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2026.

Based on Smithbridge Asset Management's 13F filing for Q1 2026, filed 24 Apr 2026.