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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
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 		$9.53M 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 		$9.78M 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 $80.2B AUM 50.57% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
WC
Woodstock Corp Boston, Massachusetts $1.2B AUM 26.37% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

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

Walker Asset Management increased its O'Reilly Automotive (ORLY) stake by 0.1% in Q2 2026, buying an estimated $13.6K and bringing the position to 147,177 shares worth $13.6M. The position accounts for 6.84% of the portfolio, ranked #3.

Walker Asset Management first reported a position in ORLY in Q4 2021 and has held it in 19 quarters since. The position peaked at $15.9M in Q3 2025. 242 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

  • Walker Asset Management held 147,177 shares of O'Reilly Automotive worth $13.6M as of Q2 2026.
  • Walker Asset Management bought 149 O'Reilly Automotive shares in Q2 2026, an estimated $13.6K.
  • O'Reilly Automotive made up 6.84% of Walker Asset Management's portfolio in Q2 2026, its #3 holding.
  • Walker Asset Management first reported a position in O'Reilly Automotive in Q4 2021 and has held it in 19 quarters since.
  • Walker Asset Management's O'Reilly Automotive position peaked at $15.9M in Q3 2025.
  • 242 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on Walker Asset Management's 13F filing for Q2 2026, filed 10 Jul 2026.