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

Walker 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
Q3 		$12.6M Sell
147,122
-55
-0% -$4.84K 6.37% 3
2026
Q2 		$13.6M Buy
147,177
+149
+0.1% +$13.6K 6.84% 3
2026
Q1 		$13.6M Sell
147,028
-98
-0.1% -$9.19K 7.34% 3
2025
Q4 		$13.4M Sell
147,126
-158
-0.1% -$15.4K 7.21% 3
2025
Q3 		$15.9M Buy
147,284
+710
+0.5% +$71.4K 8.9% 2
2025
Q2 		$13.2M Buy
146,574
+1,929
+1% +$176K 7.62% 2
2025
Q1 		$13.8M Buy
144,645
+150
+0.1% +$13K 8.4% 2
2024
Q4 		$11.4M Sell
144,495
-630
-0.4% -$50.8K 7.03% 3
2024
Q3 		$11.1M Buy
145,125
+150
+0.1% +$11K 6.91% 2
2024
Q2 		$10.2M Sell
144,975
-4,305
-3% -$298K 6.87% 2
2024
Q1 		$11.2M Sell
149,280
-1,185
-0.8% -$82.9K 7.42% 2
2023
Q4 		$9.5M Sell
150,465
-525
-0.3% -$33.2K 6.88% 2
2023
Q3 		$9.15M Sell
150,990
-2,550
-2% -$160K 8.14% 2
2023
Q2 		$9.8M Sell
153,540
-585
-0.4% -$35.7K 8.08% 2
2023
Q1 		$8.72M Buy
154,125
+1,140
+0.7% +$62.5K 7.56% 2
2022
Q4 		$8.61M Buy
152,985
+6,510
+4% +$350K 7.48% 2
2022
Q3 		$6.87M Buy
146,475
+17,130
+13% +$799K 6.18% 2
2022
Q2 		$5.45M Sell
129,345
-7,515
-5% -$323K 4.91% 2
2022
Q1 		$6.25M Sell
136,860
-8,745
-6% -$391K 5.02% 2
2021
Q4 		$6.86M Buy
+145,605
New +$6.3M 6% 2

Other funds holding ORLY

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return
Harvey Investment Company
Harvey Investment Company Louisville, Kentucky $926M AUM 8.2% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return
Schwartz Investment Counsel
Schwartz Investment Counsel Plymouth, Michigan $2.87B AUM 22.48% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Walker Asset Management's ORLY Position: Q3 2026 in Review

Walker Asset Management reduced its O'Reilly Automotive (ORLY) stake by 0.04% in Q3 2026, selling an estimated $4.84K and leaving 147,122 shares worth $12.6M. The position accounts for 6.37% of the portfolio, ranked #3.

Walker Asset Management first reported a position in ORLY in Q4 2021 and has held it in 20 quarters since. The position peaked at $15.9M in Q3 2025. 465 funds tracked by Wall St. Rank hold ORLY as of Q3 2026.

  • Walker Asset Management held 147,122 shares of O'Reilly Automotive worth $12.6M as of Q3 2026.
  • Walker Asset Management sold 55 O'Reilly Automotive shares in Q3 2026, an estimated $4.84K.
  • O'Reilly Automotive made up 6.37% of Walker Asset Management's portfolio in Q3 2026, its #3 holding.
  • Walker Asset Management first reported a position in O'Reilly Automotive in Q4 2021 and has held it in 20 quarters since.
  • Walker Asset Management's O'Reilly Automotive position peaked at $15.9M in Q3 2025.
  • 465 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q3 2026.

Based on Walker Asset Management's 13F filing for Q3 2026, filed 13 Oct 2026.