WealthTrust Axiom’s O'Reilly Automotive ORLY Stock Holding History

WealthTrust Axiom’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	$271K	Sell	2,940 -45	-2%	-$4.11K	0.06%	240
2026 Q1	$276K	Buy	2,985 +45	+2%	+$4.22K	0.07%	219
2025 Q4	$268K	Hold	2,940	–	–	0.07%	212
2025 Q3	$317K	Hold	2,940	–	–	0.08%	186
2025 Q2	$265K	Hold	2,940	–	–	0.08%	200
2025 Q1	$281K	Buy	2,940 +90	+3%	+$7.83K	0.09%	195
2024 Q4	$225K	Sell	2,850 -90	-3%	-$7.26K	0.07%	219
2024 Q3	$226K	Sell	2,940 -135	-4%	-$9.92K	0.07%	224
2024 Q2	$216K	Sell	3,075 -105	-3%	-$7.26K	0.07%	217
2024 Q1	$239K	Hold	3,180	–	–	0.08%	208
2023 Q4	$201K	Sell	3,180 -390	-11%	-$24.6K	0.07%	219
2023 Q3	$216K	Hold	3,570	–	–	0.08%	203
2023 Q2	$227K	Hold	3,570	–	–	0.08%	207
2023 Q1	$202K	Hold	3,570	–	–	0.07%	212
2022 Q4	$201K	Buy	+3,570	New	+$192K	0.07%	207

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

WealthTrust Axiom's ORLY Position: Q2 2026 in Review

WealthTrust Axiom reduced its O'Reilly Automotive (ORLY) stake by 1.5% in Q2 2026, selling an estimated $4.11K and leaving 2,940 shares worth $271K. The position accounts for 0.06% of the portfolio, ranked #240.

WealthTrust Axiom first reported a position in ORLY in Q4 2022 and has held it in 15 quarters since. The position peaked at $317K in Q3 2025. 1,658 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

WealthTrust Axiom held 2,940 shares of O'Reilly Automotive worth $271K as of Q2 2026.
WealthTrust Axiom sold 45 O'Reilly Automotive shares in Q2 2026, an estimated $4.11K.
O'Reilly Automotive made up 0.06% of WealthTrust Axiom's portfolio in Q2 2026, its #240 holding.
WealthTrust Axiom first reported a position in O'Reilly Automotive in Q4 2022 and has held it in 15 quarters since.
WealthTrust Axiom's O'Reilly Automotive position peaked at $317K in Q3 2025.
1,658 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on WealthTrust Axiom's 13F filing for Q2 2026, filed 11 Aug 2026.