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Wilbanks Smith & Thomas Asset Management’s O'Reilly Automotive ORLY Stock Holding History

Wilbanks Smith & Thomas 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
2024
Q1 		$8.84M Buy
117,495
+1,680
+1% +$117K 0.25% 88
2023
Q4 		$7.34M Sell
115,815
-2,820
-2% -$178K 0.22% 93
2023
Q3 		$7.19M Sell
118,635
-465
-0.4% -$29.2K 0.25% 89
2023
Q2 		$7.58M Sell
119,100
-7,395
-6% -$452K 0.25% 85
2023
Q1 		$7.16M Sell
126,495
-4,170
-3% -$228K 0.25% 87
2022
Q4 		$7.35M Sell
130,665
-130,950
-50% -$7.04M 0.28% 82
2022
Q3 		$12.3M Buy
261,615
+990
+0.4% +$46.2K 0.53% 44
2022
Q2 		$11M Buy
260,625
+930
+0.4% +$40K 0.46% 53
2022
Q1 		$10.4M Sell
259,695
-555
-0.2% -$24.8K 0.42% 56
2021
Q4 		$12.3M Buy
260,250
+8,700
+3% +$377K 0.43% 57
2021
Q3 		$10.2M Buy
251,550
+8,265
+3% +$331K 0.4% 64
2021
Q2 		$9.18M Buy
243,285
+15,705
+7% +$563K 0.36% 68
2021
Q1 		$7.7M Buy
227,580
+17,235
+8% +$534K 0.33% 69
2020
Q4 		$6.35M Buy
210,345
+20,685
+11% +$624K 0.3% 77
2020
Q3 		$5.83M Buy
189,660
+16,185
+9% +$492K 0.32% 74
2020
Q2 		$4.88M Buy
+173,475
New +$4.53M 0.3% 79

Other funds holding ORLY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's ORLY Position: Q1 2024 in Review

Wilbanks Smith & Thomas Asset Management increased its O'Reilly Automotive (ORLY) stake by 1.5% in Q1 2024, buying an estimated $117K and bringing the position to 117,495 shares worth $8.84M. The position accounts for 0.25% of the portfolio, ranked #88.

Wilbanks Smith & Thomas Asset Management first reported a position in ORLY in Q2 2020 and has held it in 16 quarters since. The position peaked at $12.3M in Q3 2022. 1,387 funds tracked by Wall St. Rank hold ORLY as of Q1 2024.

  • Wilbanks Smith & Thomas Asset Management held 117,495 shares of O'Reilly Automotive worth $8.84M as of Q1 2024.
  • Wilbanks Smith & Thomas Asset Management bought 1,680 O'Reilly Automotive shares in Q1 2024, an estimated $117K.
  • O'Reilly Automotive made up 0.25% of Wilbanks Smith & Thomas Asset Management's portfolio in Q1 2024, its #88 holding.
  • Wilbanks Smith & Thomas Asset Management first reported a position in O'Reilly Automotive in Q2 2020 and has held it in 16 quarters since.
  • Wilbanks Smith & Thomas Asset Management's O'Reilly Automotive position peaked at $12.3M in Q3 2022.
  • 1,387 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2024.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2024, filed 7 May 2024.