Terry Smith’s O'Reilly Automotive ORLY Stock Holding History

Terry Smith’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	$15M	Buy	+162,691	New	+$14.8M	0.11%	36

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

Terry Smith's ORLY Position: Q2 2026 in Review

Terry Smith opened a new position in O'Reilly Automotive (ORLY) in Q2 2026: 162,691 shares worth $15M. The stake represents 0.11% of the portfolio and ranks #36 among its holdings.

1,656 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

Terry Smith held 162,691 shares of O'Reilly Automotive worth $15M as of Q2 2026.
O'Reilly Automotive was a new Terry Smith position in Q2 2026.
O'Reilly Automotive made up 0.11% of Terry Smith's portfolio in Q2 2026, its #36 holding.
1,656 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on Fundsmith LLP's 13F filing for Q2 2026, filed 14 Aug 2026.