Welch & Forbes’s O'Reilly Automotive ORLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $261M | Sell |
2,832,170
-37,617
| -1% | -$3.53M | 3.38% | 5 |
|
|
2025
Q4 | $262M | Sell |
2,869,787
-15,119
| -0.5% | -$1.48M | 3.17% | 5 |
|
|
2025
Q3 | $311M | Sell |
2,884,906
-60,938
| -2% | -$6.13M | 3.75% | 4 |
|
|
2025
Q2 | $266M | Sell |
2,945,844
-29,331
| -1% | -$2.67M | 3.32% | 4 |
|
|
2025
Q1 | $284M | Sell |
2,975,175
-30,345
| -1% | -$2.64M | 3.72% | 4 |
|
|
2024
Q4 | $238M | Sell |
3,005,520
-33,810
| -1% | -$2.73M | 3.05% | 4 |
|
|
2024
Q3 | $233M | Sell |
3,039,330
-36,765
| -1% | -$2.7M | 2.97% | 4 |
|
|
2024
Q2 | $210M | Sell |
3,076,095
-36,630
| -1% | -$2.53M | 2.8% | 5 |
|
|
2024
Q1 | $234M | Sell |
3,112,725
-20,715
| -0.7% | -$1.45M | 3.22% | 4 |
|
|
2023
Q4 | $198M | Sell |
3,133,440
-59,610
| -2% | -$3.77M | 3% | 4 |
|
|
2023
Q3 | $193M | Sell |
3,193,050
-20,805
| -0.6% | -$1.31M | 3.2% | 4 |
|
|
2023
Q2 | $205M | Sell |
3,213,855
-54,225
| -2% | -$3.31M | 3.23% | 4 |
|
|
2023
Q1 | $185M | Sell |
3,268,080
-91,215
| -3% | -$5M | 3.13% | 3 |
|
|
2022
Q4 | $189M | Sell |
3,359,295
-63,960
| -2% | -$3.44M | 3.39% | 3 |
|
|
2022
Q3 | $161M | Sell |
3,423,255
-27,405
| -0.8% | -$1.28M | 3.13% | 4 |
|
|
2022
Q2 | $145M | Sell |
3,450,660
-52,260
| -1% | -$2.25M | 2.66% | 5 |
|
|
2022
Q1 | $160M | Buy |
3,502,920
+14,550
| +0.4% | +$650K | 2.52% | 6 |
|
|
2021
Q4 | $164M | Sell |
3,488,370
-29,325
| -0.8% | -$1.27M | 2.46% | 9 |
|
|
2021
Q3 | $143M | Sell |
3,517,695
-2,340
| -0.1% | -$93.7K | 2.38% | 8 |
|
|
2021
Q2 | $133M | Buy |
3,520,035
+37,890
| +1% | +$1.36M | 2.25% | 10 |
|
|
2021
Q1 | $118M | Buy |
3,482,145
+270
| +0% | +$8.36K | 2.17% | 11 |
|
|
2020
Q4 | $105M | Sell |
3,481,875
-22,815
| -0.7% | -$689K | 2.06% | 10 |
|
|
2020
Q3 | $108M | Buy |
3,504,690
+900
| +0% | +$27.3K | 2.32% | 10 |
|
|
2020
Q2 | $98.5M | Buy |
3,503,790
+18,825
| +0.5% | +$492K | 2.31% | 8 |
|
|
2020
Q1 | $69.9M | Sell |
3,484,965
-20,025
| -0.6% | -$512K | 1.95% | 12 |
|
|
2019
Q4 | $102M | Sell |
3,504,990
-44,235
| -1% | -$1.27M | 2.28% | 9 |
|
|
2019
Q3 | $94.3M | Sell |
3,549,225
-36,435
| -1% | -$941K | 2.25% | 11 |
|
|
2019
Q2 | $88.3M | Sell |
3,585,660
-85,710
| -2% | -$2.17M | 2.15% | 12 |
|
|
2019
Q1 | $95M | Sell |
3,671,370
-92,355
| -2% | -$2.23M | 2.38% | 8 |
|
|
2018
Q4 | $86.4M | Sell |
3,763,725
-71,415
| -2% | -$1.63M | 2.44% | 6 |
|
|
2018
Q3 | $88.8M | Sell |
3,835,140
-26,025
| -0.7% | -$553K | 2.12% | 9 |
|
|
2018
Q2 | $70.4M | Sell |
3,861,165
-54,675
| -1% | -$952K | 1.82% | 11 |
|
|
2018
Q1 | $64.6M | Sell |
3,915,840
-42,690
| -1% | -$722K | 1.66% | 14 |
|
|
2017
Q4 | $63.5M | Sell |
3,958,530
-87,135
| -2% | -$1.3M | 1.69% | 15 |
|
|
2017
Q3 | $58.1M | Sell |
4,045,665
-91,875
| -2% | -$1.21M | 1.53% | 14 |
|
|
2017
Q2 | $60.3M | Sell |
4,137,540
-487,785
| -11% | -$7.96M | 1.69% | 13 |
|
|
2017
Q1 | $83.2M | Sell |
4,625,325
-180,795
| -4% | -$3.27M | 2.38% | 5 |
|
|
2016
Q4 | $89.2M | Sell |
4,806,120
-71,280
| -1% | -$1.3M | 2.67% | 1 |
|
|
2016
Q3 | $91.1M | Sell |
4,877,400
-178,455
| -4% | -$3.34M | 3.15% | 1 |
|
|
2016
Q2 | $91.4M | Sell |
5,055,855
-34,860
| -0.7% | -$616K | 2.78% | 1 |
|
|
2016
Q1 | $92.9M | Sell |
5,090,715
-52,350
| -1% | -$894K | 2.89% | 1 |
|
|
2015
Q4 | $86.9M | Sell |
5,143,065
-318,765
| -6% | -$5.53M | 2.79% | 1 |
|
|
2015
Q3 | $91M | Sell |
5,461,830
-52,845
| -1% | -$853K | 3.04% | 1 |
|
|
2015
Q2 | $83.1M | Sell |
5,514,675
-94,125
| -2% | -$1.4M | 2.58% | 2 |
|
|
2015
Q1 | $80.9M | Sell |
5,608,800
-217,635
| -4% | -$2.92M | 2.43% | 4 |
|
|
2014
Q4 | $74.8M | Sell |
5,826,435
-161,865
| -3% | -$1.9M | 2.2% | 6 |
|
|
2014
Q3 | $60M | Sell |
5,988,300
-74,505
| -1% | -$761K | 1.83% | 7 |
|
|
2014
Q2 | $60.9M | Sell |
6,062,805
-94,440
| -2% | -$932K | 1.92% | 6 |
|
|
2014
Q1 | $60.9M | Sell |
6,157,245
-150,195
| -2% | -$1.43M | 1.93% | 5 |
|
|
2013
Q4 | $54.1M | Sell |
6,307,440
-160,980
| -2% | -$1.36M | 1.71% | 8 |
|
|
2013
Q3 | $55M | Sell |
6,468,420
-88,935
| -1% | -$727K | 1.85% | 5 |
|
|
2013
Q2 | $49.2M | Buy |
+6,557,355
| New | +$47.2M | 1.76% | 9 |
|
Other funds holding ORLY
VCM
VPM
N
Welch & Forbes's ORLY Position: Q1 2026 in Review
Welch & Forbes reduced its O'Reilly Automotive (ORLY) stake by 1.3% in Q1 2026, selling an estimated $3.53M and leaving 2,832,170 shares worth $261M. The position accounts for 3.38% of the portfolio, ranked #5.
Welch & Forbes first reported a position in ORLY in Q2 2013 and has held it in 52 quarters since. The position peaked at $311M in Q3 2025. 1,651 funds tracked by Wall St. Rank hold ORLY as of Q1 2026.
- Welch & Forbes held 2,832,170 shares of O'Reilly Automotive worth $261M as of Q1 2026.
- Welch & Forbes sold 37,617 O'Reilly Automotive shares in Q1 2026, an estimated $3.53M.
- O'Reilly Automotive made up 3.38% of Welch & Forbes's portfolio in Q1 2026, its #5 holding.
- Welch & Forbes first reported a position in O'Reilly Automotive in Q2 2013 and has held it in 52 quarters since.
- Welch & Forbes's O'Reilly Automotive position peaked at $311M in Q3 2025.
- 1,651 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2026.
Based on Welch & Forbes's 13F filing for Q1 2026, filed 1 May 2026.