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Western Wealth Management’s O'Reilly Automotive ORLY Stock Holding History

Western Wealth 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
Q1 		$5.04M Sell
54,592
-816
-1% -$76.5K 0.19% 105
2025
Q4 		$5.05M Sell
55,408
-607
-1% -$59.3K 0.23% 81
2025
Q3 		$6.04M Buy
56,015
+1,467
+3% +$147K 0.32% 57
2025
Q2 		$4.92M Sell
54,548
-1,042
-2% -$95K 0.29% 71
2025
Q1 		$5.31M Sell
55,590
-4,260
-7% -$371K 0.35% 59
2024
Q4 		$4.73M Sell
59,850
-2,565
-4% -$207K 0.31% 65
2024
Q3 		$4.79M Buy
62,415
+2,160
+4% +$159K 0.27% 75
2024
Q2 		$4.24M Sell
60,255
-810
-1% -$56K 0.31% 65
2024
Q1 		$4.6M Sell
61,065
-645
-1% -$45.1K 0.36% 59
2023
Q4 		$3.91M Buy
61,710
+735
+1% +$46.4K 0.28% 79
2023
Q3 		$3.69M Sell
60,975
-2,415
-4% -$151K 0.31% 71
2023
Q2 		$4.04M Buy
63,390
+435
+0.7% +$26.6K 0.34% 60
2023
Q1 		$3.56M Buy
62,955
+1,215
+2% +$66.6K 0.33% 64
2022
Q4 		$3.47M Sell
61,740
-59,535
-49% -$3.2M 0.36% 57
2022
Q3 		$5.69M Buy
121,275
+3,915
+3% +$183K 0.33% 62
2022
Q2 		$4.95M Sell
117,360
-690
-0.6% -$29.7K 0.28% 77
2022
Q1 		$5.39M Buy
118,050
+56,850
+93% +$2.54M 0.26% 83
2021
Q4 		$2.88M Buy
+61,200
New +$2.65M 0.28% 80
2021
Q2 		$2.29M Sell
60,825
-1,365
-2% -$49K 0.24% 100
2021
Q1 		$2.1M Sell
62,190
-1,650
-3% -$51.1K 0.28% 79
2020
Q4 		$1.93M Sell
63,840
-2,220
-3% -$67K 0.28% 84
2020
Q3 		$2.03M Buy
66,060
+15
+0% +$456 0.33% 67
2020
Q2 		$1.86M Buy
66,045
+4,575
+7% +$120K 0.34% 66
2020
Q1 		$1.24M Sell
61,470
-615
-1% -$15.7K 0.28% 85
2019
Q4 		$1.81M Buy
62,085
+2,280
+4% +$65.2K 0.27% 84
2019
Q3 		$1.59M Buy
59,805
+5,100
+9% +$132K 0.33% 71
2019
Q2 		$1.34M Sell
54,705
-750
-1% -$19K 0.18% 112
2019
Q1 		$1.43M Hold
55,455
– – 0.32% 80
2018
Q4 		$1.27M Buy
+55,455
New +$1.26M 0.34% 70

Other funds holding ORLY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Western Wealth Management's ORLY Position: Q1 2026 in Review

Western Wealth Management reduced its O'Reilly Automotive (ORLY) stake by 1.5% in Q1 2026, selling an estimated $76.5K and leaving 54,592 shares worth $5.04M. The position accounts for 0.19% of the portfolio, ranked #105.

Western Wealth Management first reported a position in ORLY in Q4 2018 and has held it in 29 quarters since. The position peaked at $6.04M in Q3 2025. 1,649 funds tracked by Wall St. Rank hold ORLY as of Q1 2026.

  • Western Wealth Management held 54,592 shares of O'Reilly Automotive worth $5.04M as of Q1 2026.
  • Western Wealth Management sold 816 O'Reilly Automotive shares in Q1 2026, an estimated $76.5K.
  • O'Reilly Automotive made up 0.19% of Western Wealth Management's portfolio in Q1 2026, its #105 holding.
  • Western Wealth Management first reported a position in O'Reilly Automotive in Q4 2018 and has held it in 29 quarters since.
  • Western Wealth Management's O'Reilly Automotive position peaked at $6.04M in Q3 2025.
  • 1,649 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.