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

Williams Jones 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
Q2 		$117M Buy
1,273,001
+1,575
+0.1% +$144K 1.32% 22
2026
Q1 		$117M Sell
1,271,426
-5,343
-0.4% -$501K 1.44% 18
2025
Q4 		$116M Buy
1,276,769
+48,030
+4% +$4.69M 1.32% 21
2025
Q3 		$132M Sell
1,228,739
-1,829
-0.1% -$184K 1.52% 17
2025
Q2 		$111M Buy
1,230,568
+35,803
+3% +$3.26M 1.33% 23
2025
Q1 		$114M Buy
1,194,765
+14,340
+1% +$1.25M 1.46% 21
2024
Q4 		$93.3M Sell
1,180,425
-120
-0% -$9.68K 1.13% 32
2024
Q3 		$90.6M Buy
1,180,545
+20,445
+2% +$1.5M 1.06% 33
2024
Q2 		$81.7M Buy
1,160,100
+181,845
+19% +$12.6M 1.01% 34
2024
Q1 		$73.6M Buy
978,255
+377,325
+63% +$26.4M 0.94% 33
2023
Q4 		$38.1M Buy
600,930
+480,060
+397% +$30.3M 0.53% 39
2023
Q3 		$7.32M Buy
120,870
+65,940
+120% +$4.14M 0.11% 117
2023
Q2 		$3.5M Buy
54,930
+13,050
+31% +$797K 0.05% 148
2023
Q1 		$2.37M Sell
41,880
-1,080
-3% -$59.2K 0.04% 190
2022
Q4 		$2.42M Buy
42,960
+1,530
+4% +$82.3K 0.04% 188
2022
Q3 		$1.94M Buy
41,430
+6,930
+20% +$323K 0.03% 204
2022
Q2 		$1.45M Buy
34,500
+2,595
+8% +$112K 0.02% 234
2022
Q1 		$1.46M Sell
31,905
-3,090
-9% -$138K 0.02% 225
2021
Q4 		$1.65M Sell
34,995
-840
-2% -$36.4K 0.02% 216
2021
Q3 		$1.46M Sell
35,835
-2,715
-7% -$109K 0.02% 216
2021
Q2 		$1.46M Sell
38,550
-12,075
-24% -$433K 0.02% 216
2021
Q1 		$1.71M Sell
50,625
-10,920
-18% -$338K 0.03% 204
2020
Q4 		$1.86M Sell
61,545
-525
-0.8% -$15.8K 0.03% 185
2020
Q3 		$1.91M Sell
62,070
-22,125
-26% -$672K 0.04% 166
2020
Q2 		$2.37M Buy
84,195
+64,095
+319% +$1.68M 0.05% 148
2020
Q1 		$403K Sell
20,100
-3,570
-15% -$91.2K 0.01% 254
2019
Q4 		$692K Hold
23,670
– – 0.01% 240
2019
Q3 		$629K Buy
+23,670
New +$611K 0.01% 244

Other funds holding ORLY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Williams Jones Wealth Management's ORLY Position: Q2 2026 in Review

Williams Jones Wealth Management increased its O'Reilly Automotive (ORLY) stake by 0.12% in Q2 2026, buying an estimated $144K and bringing the position to 1,273,001 shares worth $117M. The position accounts for 1.32% of the portfolio, ranked #22.

Williams Jones Wealth Management first reported a position in ORLY in Q3 2019 and has held it in 28 quarters since. The position peaked at $132M in Q3 2025. 1,664 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

  • Williams Jones Wealth Management held 1,273,001 shares of O'Reilly Automotive worth $117M as of Q2 2026.
  • Williams Jones Wealth Management bought 1,575 O'Reilly Automotive shares in Q2 2026, an estimated $144K.
  • O'Reilly Automotive made up 1.32% of Williams Jones Wealth Management's portfolio in Q2 2026, its #22 holding.
  • Williams Jones Wealth Management first reported a position in O'Reilly Automotive in Q3 2019 and has held it in 28 quarters since.
  • Williams Jones Wealth Management's O'Reilly Automotive position peaked at $132M in Q3 2025.
  • 1,664 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.