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SYM Financial Corp’s O'Reilly Automotive ORLY Stock Holding History

SYM Financial Corp’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 		$347K Sell
3,756
-955
-20% -$89.6K 0.03% 190
2025
Q4 		$430K Buy
4,711
+119
+3% +$11.6K 0.04% 150
2025
Q3 		$495K Sell
4,592
-4,588
-50% -$461K 0.05% 116
2025
Q2 		$827K Sell
9,180
-1,170
-11% -$107K 0.09% 71
2025
Q1 		$988K Buy
10,350
+630
+6% +$54.8K 0.12% 52
2024
Q4 		$768K Buy
+9,720
New +$784K 0.1% 58

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

SYM Financial Corp's ORLY Position: Q1 2026 in Review

SYM Financial Corp reduced its O'Reilly Automotive (ORLY) stake by 20% in Q1 2026, selling an estimated $89.6K and leaving 3,756 shares worth $347K. The position accounts for 0.03% of the portfolio, ranked #190.

SYM Financial Corp first reported a position in ORLY in Q4 2024 and has held it in 6 quarters since. The position peaked at $988K in Q1 2025. 1,650 funds tracked by Wall St. Rank hold ORLY as of Q1 2026.

  • SYM Financial Corp held 3,756 shares of O'Reilly Automotive worth $347K as of Q1 2026.
  • SYM Financial Corp sold 955 O'Reilly Automotive shares in Q1 2026, an estimated $89.6K.
  • O'Reilly Automotive made up 0.03% of SYM Financial Corp's portfolio in Q1 2026, its #190 holding.
  • SYM Financial Corp first reported a position in O'Reilly Automotive in Q4 2024 and has held it in 6 quarters since.
  • SYM Financial Corp's O'Reilly Automotive position peaked at $988K in Q1 2025.
  • 1,650 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2026.

Based on SYM Financial Corp's 13F filing for Q1 2026, filed 8 May 2026.