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Thomas Story & Son’s O'Reilly Automotive ORLY Stock Holding History

Thomas Story & Son’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 		$13.3M Buy
144,853
+7,647
+6% +$698K 4.72% 9
2026
Q1 		$12.7M Sell
137,206
-237
-0.2% -$22.2K 4.86% 7
2025
Q4 		$12.5M Sell
137,443
-2,677
-2% -$262K 4.66% 10
2025
Q3 		$15.1M Sell
140,120
-2,920
-2% -$294K 5.55% 5
2025
Q2 		$12.9M Sell
143,040
-5,715
-4% -$521K 4.95% 5
2025
Q1 		$14.2M Buy
148,755
+1,545
+1% +$134K 5.53% 4
2024
Q4 		$11.6M Sell
147,210
-675
-0.5% -$54.4K 4.87% 5
2024
Q3 		$11.4M Sell
147,885
-10,965
-7% -$806K 4.63% 5
2024
Q2 		$11.2M Sell
158,850
-15
-0% -$1.04K 4.83% 5
2024
Q1 		$12M Sell
158,865
-17,700
-10% -$1.24M 5.05% 5
2023
Q4 		$11.2M Sell
176,565
-21,480
-11% -$1.36M 5.25% 4
2023
Q3 		$12M Sell
198,045
-20,580
-9% -$1.29M 5.85% 3
2023
Q2 		$13.9M Sell
218,625
-6,870
-3% -$420K 6.36% 2
2023
Q1 		$12.8M Sell
225,495
-7,875
-3% -$431K 6.18% 3
2022
Q4 		$13.1M Sell
233,370
-13,890
-6% -$747K 6.68% 3
2022
Q3 		$11.6M Sell
247,260
-31,665
-11% -$1.48M 6.1% 4
2022
Q2 		$11.7M Sell
278,925
-4,275
-2% -$184K 5.58% 4
2022
Q1 		$12.9M Sell
283,200
-150
-0.1% -$6.7K 5.12% 4
2021
Q4 		$13.3M Sell
283,350
-6,300
-2% -$273K 5.19% 5
2021
Q3 		$11.8M Sell
289,650
-38,250
-12% -$1.53M 4.83% 5
2021
Q2 		$12.4M Sell
327,900
-6,300
-2% -$226K 4.61% 6
2021
Q1 		$11.3M Sell
334,200
-1,875
-0.6% -$58.1K 4.26% 7
2020
Q4 		$10.1M Sell
336,075
-3,750
-1% -$113K 4.12% 9
2020
Q3 		$10.4M Sell
339,825
-43,575
-11% -$1.32M 4.67% 8
2020
Q2 		$10.8M Sell
383,400
-75
-0% -$1.96K 5.13% 6
2020
Q1 		$7.7M Sell
383,475
-4,875
-1% -$125K 4.43% 7
2019
Q4 		$11.3M Sell
388,350
-39,675
-9% -$1.14M 5.59% 5
2019
Q3 		$11.4M Sell
428,025
-45,870
-10% -$1.18M 5.88% 4
2019
Q2 		$11.7M Hold
473,895
– – 6% 5
2019
Q1 		$12.3M Sell
473,895
-1,425
-0.3% -$34.5K 6.44% 3
2018
Q4 		$10.9M Sell
475,320
-285
-0.1% -$6.49K 6.64% 4
2018
Q3 		$11M Sell
475,605
-14,070
-3% -$299K 5.83% 5
2018
Q2 		$8.93M Hold
489,675
– – 5.18% 5
2018
Q1 		$8.08M Sell
489,675
-6,000
-1% -$101K 4.74% 7
2017
Q4 		$7.95M Sell
495,675
-16,125
-3% -$240K 4.54% 8
2017
Q3 		$7.35M Sell
511,800
-1,125
-0.2% -$14.8K 3.96% 9
2017
Q2 		$7.48M Buy
512,925
+36,150
+8% +$590K 4.43% 8
2017
Q1 		$8.58M Hold
476,775
– – 4.88% 6
2016
Q4 		$8.85M Hold
476,775
– – 5.32% 5
2016
Q3 		$8.9M Sell
476,775
-75,000
-14% -$1.41M 5.47% 6
2016
Q2 		$9.97M Buy
551,775
+375
+0.1% +$6.63K 6.18% 3
2016
Q1 		$10.1M Sell
551,400
-6,825
-1% -$117K 6.13% 2
2015
Q4 		$9.43M Hold
558,225
– – 5.88% 5
2015
Q3 		$9.3M Sell
558,225
-1,125
-0.2% -$18.2K 6.08% 2
2015
Q2 		$8.43M Buy
559,350
+8,250
+1% +$122K 5.3% 4
2015
Q1 		$7.95M Sell
551,100
-375
-0.1% -$5.04K 5.01% 6
2014
Q4 		$7.08M Hold
551,475
– – 4.24% 7
2014
Q3 		$5.53M Hold
551,475
– – 3.45% 9
2014
Q2 		$5.54M Sell
551,475
-159,750
-22% -$1.58M 3.41% 10
2014
Q1 		$7.04M Sell
711,225
-82,875
-10% -$791K 3.83% 8
2013
Q4 		$6.81M Sell
794,100
-750
-0.1% -$6.32K 3.74% 8
2013
Q3 		$6.76M Hold
794,850
– – 4.19% 8
2013
Q2 		$5.97M Buy
+794,850
New +$5.72M 3.73% 9

Other funds holding ORLY

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
HIC
Harvey Investment Company Louisville, Kentucky $918M AUM 14.93% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.91% 1-Year Est. Return

Thomas Story & Son's ORLY Position: Q2 2026 in Review

Thomas Story & Son increased its O'Reilly Automotive (ORLY) stake by 5.6% in Q2 2026, buying an estimated $698K and bringing the position to 144,853 shares worth $13.3M. The position accounts for 4.72% of the portfolio, ranked #9.

Thomas Story & Son first reported a position in ORLY in Q2 2013 and has held it in 53 quarters since. The position peaked at $15.1M in Q3 2025. 680 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

  • Thomas Story & Son held 144,853 shares of O'Reilly Automotive worth $13.3M as of Q2 2026.
  • Thomas Story & Son bought 7,647 O'Reilly Automotive shares in Q2 2026, an estimated $698K.
  • O'Reilly Automotive made up 4.72% of Thomas Story & Son's portfolio in Q2 2026, its #9 holding.
  • Thomas Story & Son first reported a position in O'Reilly Automotive in Q2 2013 and has held it in 53 quarters since.
  • Thomas Story & Son's O'Reilly Automotive position peaked at $15.1M in Q3 2025.
  • 680 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on Thomas Story & Son's 13F filing for Q2 2026, filed 23 Jul 2026.