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

Summit 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 Q2	$645K	Hold	7,006	–	–	0.08%	98
2026 Q1	$647K	Sell	7,006 -434	-6%	-$40.7K	0.09%	90
2025 Q4	$679K	Hold	7,440	–	–	0.1%	88
2025 Q3	$802K	Hold	7,440	–	–	0.12%	82
2025 Q2	$671K	Hold	7,440	–	–	0.11%	88
2025 Q1	$711K	Hold	7,440	–	–	0.12%	83
2024 Q4	$588K	Hold	7,440	–	–	0.1%	90
2024 Q3	$571K	Hold	7,440	–	–	0.11%	91
2024 Q2	$524K	Hold	7,440	–	–	0.11%	91
2024 Q1	$560K	Hold	7,440	–	–	0.12%	86
2023 Q4	$471K	Hold	7,440	–	–	0.11%	88
2023 Q3	$451K	Hold	7,440	–	–	0.12%	89
2023 Q2	$474K	Hold	7,440	–	–	0.12%	86
2023 Q1	$421K	Hold	7,440	–	–	0.12%	91
2022 Q4	$419K	Hold	7,440	–	–	0.12%	92
2022 Q3	$349K	Hold	7,440	–	–	0.11%	99
2022 Q2	$313K	Hold	7,440	–	–	0.1%	115
2022 Q1	$340K	Hold	7,440	–	–	0.1%	118
2021 Q4	$350K	Buy	7,440 +330	+5%	+$14.3K	0.1%	116
2021 Q3	$290K	Hold	7,110	–	–	0.09%	127
2021 Q2	$268K	Hold	7,110	–	–	0.08%	127
2021 Q1	$240K	Hold	7,110	–	–	0.08%	128
2020 Q4	$215K	Hold	7,110	–	–	0.08%	130
2020 Q3	$219K	Buy	+7,110	New	+$216K	0.09%	121
2020 Q1	–	Sell	-7,110	Closed	-$208K	–	120
2019 Q4	$208K	Buy	+7,110	New	+$203K	0.09%	119

Other funds holding ORLY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Summit Asset Management's ORLY Position: Q2 2026 in Review

Summit Asset Management held its O'Reilly Automotive (ORLY) position steady in Q2 2026 at 7,006 shares worth $645K. The position accounts for 0.08% of the portfolio, ranked #98.

Summit Asset Management first reported a position in ORLY in Q4 2019 and has held it in 25 quarters since. The position peaked at $802K in Q3 2025. 1,658 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

Summit Asset Management held 7,006 shares of O'Reilly Automotive worth $645K as of Q2 2026.
Summit Asset Management left its O'Reilly Automotive share count unchanged in Q2 2026.
O'Reilly Automotive made up 0.08% of Summit Asset Management's portfolio in Q2 2026, its #98 holding.
Summit Asset Management first reported a position in O'Reilly Automotive in Q4 2019 and has held it in 25 quarters since.
Summit Asset Management's O'Reilly Automotive position peaked at $802K in Q3 2025.
1,658 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on Summit Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.