Stifel Financial’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
Q1 | $212M | Buy |
2,299,145
+7,837
| +0.3% | +$735K | 0.2% | 123 |
|
|
2025
Q4 | $209M | Sell |
2,291,308
-26,135
| -1% | -$2.55M | 0.19% | 131 |
|
|
2025
Q3 | $250M | Sell |
2,317,443
-59,248
| -2% | -$5.96M | 0.23% | 97 |
|
|
2025
Q2 | $214M | Buy |
2,376,691
+7,396
| +0.3% | +$674K | 0.21% | 115 |
|
|
2025
Q1 | $226M | Buy |
2,369,295
+8,145
| +0.3% | +$709K | 0.24% | 89 |
|
|
2024
Q4 | $187M | Buy |
2,361,150
+1,763,130
| +295% | +$142M | 0.19% | 117 |
|
|
2024
Q3 | $45.9M | Sell |
598,020
-14,520
| -2% | -$1.07M | 0.05% | 334 |
|
|
2024
Q2 | $43.1M | Buy |
612,540
+11,700
| +2% | +$809K | 0.05% | 335 |
|
|
2024
Q1 | $45.2M | Buy |
600,840
+49,920
| +9% | +$3.49M | 0.05% | 323 |
|
|
2023
Q4 | $34.9M | Buy |
550,920
+38,025
| +7% | +$2.4M | 0.04% | 359 |
|
|
2023
Q3 | $31.1M | Buy |
512,895
+42,375
| +9% | +$2.66M | 0.04% | 349 |
|
|
2023
Q2 | $30M | Sell |
470,520
-382,095
| -45% | -$23.3M | 0.04% | 359 |
|
|
2023
Q1 | $48.3M | Sell |
852,615
-337,395
| -28% | -$18.5M | 0.07% | 262 |
|
|
2022
Q4 | $67M | Buy |
1,190,010
+51,750
| +5% | +$2.78M | 0.1% | 209 |
|
|
2022
Q3 | $53.4M | Buy |
1,138,260
+188,850
| +20% | +$8.81M | 0.09% | 232 |
|
|
2022
Q2 | $40M | Buy |
949,410
+462,045
| +95% | +$19.9M | 0.06% | 279 |
|
|
2022
Q1 | $22.3M | Sell |
487,365
-170,115
| -26% | -$7.6M | 0.03% | 470 |
|
|
2021
Q4 | $31M | Buy |
657,480
+111,255
| +20% | +$4.81M | 0.04% | 366 |
|
|
2021
Q3 | $22.3M | Sell |
546,225
-11,625
| -2% | -$465K | 0.03% | 452 |
|
|
2021
Q2 | $21.1M | Sell |
557,850
-326,850
| -37% | -$11.7M | 0.03% | 453 |
|
|
2021
Q1 | $29.9M | Buy |
884,700
+321,795
| +57% | +$9.97M | 0.05% | 315 |
|
|
2020
Q4 | $17M | Sell |
562,905
-65,880
| -10% | -$1.99M | 0.03% | 443 |
|
|
2020
Q3 | $19.3M | Buy |
628,785
+27,585
| +5% | +$838K | 0.04% | 365 |
|
|
2020
Q2 | $16.9M | Buy |
601,200
+8,070
| +1% | +$211K | 0.04% | 370 |
|
|
2020
Q1 | $12M | Sell |
593,130
-86,715
| -13% | -$2.22M | 0.03% | 393 |
|
|
2019
Q4 | $19.9M | Buy |
679,845
+14,640
| +2% | +$419K | 0.04% | 365 |
|
|
2019
Q3 | $17.7M | Buy |
665,205
+82,395
| +14% | +$2.13M | 0.05% | 362 |
|
|
2019
Q2 | $14.3M | Sell |
582,810
-41,250
| -7% | -$1.04M | 0.04% | 441 |
|
|
2019
Q1 | $16.1M | Buy |
624,060
+9,315
| +2% | +$225K | 0.05% | 374 |
|
|
2018
Q4 | $14.1M | Sell |
614,745
-31,005
| -5% | -$706K | 0.05% | 374 |
|
|
2018
Q3 | $15M | Buy |
645,750
+45,255
| +8% | +$962K | 0.04% | 379 |
|
|
2018
Q2 | $10.9M | Buy |
600,495
+77,805
| +15% | +$1.35M | 0.03% | 511 |
|
|
2018
Q1 | $8.6M | Buy |
522,690
+13,815
| +3% | +$234K | 0.03% | 586 |
|
|
2017
Q4 | $8.16M | Sell |
508,875
-1,048,380
| -67% | -$15.6M | 0.03% | 603 |
|
|
2017
Q3 | $22.4M | Sell |
1,557,255
-240,210
| -13% | -$3.17M | 0.08% | 262 |
|
|
2017
Q2 | $26.2M | Sell |
1,797,465
-260,895
| -13% | -$4.26M | 0.1% | 223 |
|
|
2017
Q1 | $37M | Buy |
2,058,360
+73,335
| +4% | +$1.32M | 0.14% | 161 |
|
|
2016
Q4 | $36.9M | Buy |
1,985,025
+248,415
| +14% | +$4.54M | 0.16% | 154 |
|
|
2016
Q3 | $32.4M | Buy |
1,736,610
+40,890
| +2% | +$766K | 0.15% | 165 |
|
|
2016
Q2 | $30.6M | Buy |
1,695,720
+313,710
| +23% | +$5.55M | 0.14% | 159 |
|
|
2016
Q1 | $25.2M | Buy |
1,382,010
+1,251,615
| +960% | +$21.4M | 0.13% | 169 |
|
|
2015
Q4 | $2.2M | Sell |
130,395
-11,640
| -8% | -$202K | 0.01% | 925 |
|
|
2015
Q3 | $2.37M | Buy |
142,035
+25,935
| +22% | +$419K | 0.01% | 836 |
|
|
2015
Q2 | $1.74M | Sell |
116,100
-2,625
| -2% | -$38.9K | 0.01% | 1082 |
|
|
2015
Q1 | $1.71M | Buy |
118,725
+7,890
| +7% | +$106K | 0.01% | 1008 |
|
|
2014
Q4 | $1.42M | Buy |
110,835
+28,350
| +34% | +$332K | 0.01% | 1088 |
|
|
2014
Q3 | $827K | Sell |
82,485
-13,635
| -14% | -$139K | 0.01% | 1234 |
|
|
2014
Q2 | $965K | Buy |
96,120
+22,065
| +30% | +$218K | 0.01% | 1145 |
|
|
2014
Q1 | $733K | Buy |
+74,055
| New | +$707K | 0.01% | 1222 |
|
Other funds holding ORLY
VCM
VPM
N
Stifel Financial's ORLY Position: Q1 2026 in Review
Stifel Financial increased its O'Reilly Automotive (ORLY) stake by 0.34% in Q1 2026, buying an estimated $735K and bringing the position to 2,299,145 shares worth $212M. The position accounts for 0.2% of the portfolio, ranked #123.
Stifel Financial first reported a position in ORLY in Q1 2014 and has held it in 49 quarters since. The position peaked at $250M in Q3 2025. 1,649 funds tracked by Wall St. Rank hold ORLY as of Q1 2026.
- Stifel Financial held 2,299,145 shares of O'Reilly Automotive worth $212M as of Q1 2026.
- Stifel Financial bought 7,837 O'Reilly Automotive shares in Q1 2026, an estimated $735K.
- O'Reilly Automotive made up 0.2% of Stifel Financial's portfolio in Q1 2026, its #123 holding.
- Stifel Financial first reported a position in O'Reilly Automotive in Q1 2014 and has held it in 49 quarters since.
- Stifel Financial's O'Reilly Automotive position peaked at $250M in Q3 2025.
- 1,649 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2026.
Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.