WJWM
ORLY icon

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
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 $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

Williams Jones Wealth Management's ORLY Position: Q1 2026 in Review

Williams Jones Wealth Management reduced its O'Reilly Automotive (ORLY) stake by 0.42% in Q1 2026, selling an estimated $501K and leaving 1,271,426 shares worth $117M. The position accounts for 1.44% of the portfolio, ranked #18.

Williams Jones Wealth Management first reported a position in ORLY in Q3 2019 and has held it in 27 quarters since. The position peaked at $132M in Q3 2025. 1,650 funds tracked by Wall St. Rank hold ORLY as of Q1 2026.

  • Williams Jones Wealth Management held 1,271,426 shares of O'Reilly Automotive worth $117M as of Q1 2026.
  • Williams Jones Wealth Management sold 5,343 O'Reilly Automotive shares in Q1 2026, an estimated $501K.
  • O'Reilly Automotive made up 1.44% of Williams Jones Wealth Management's portfolio in Q1 2026, its #18 holding.
  • Williams Jones Wealth Management first reported a position in O'Reilly Automotive in Q3 2019 and has held it in 27 quarters since.
  • Williams Jones Wealth Management's O'Reilly Automotive position peaked at $132M in Q3 2025.
  • 1,650 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2026.

Based on Williams Jones Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.