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Walker Asset Management, LLC

SEC CIK
0001923053
Latest filing
Jul 10, 2026

ORLY holding history

O Reilly Automotive Inc in every 13F filed by Walker Asset Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ORLY overviewAll 13F holders of ORLYFull Q2 2026 holdings

Shares (Q2 2026)
147,177
Value
$13.6M
% of portfolio
6.8%
Quarters held
19
Since Q4 2021
Holdings of ORLY by Walker Asset Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026147,177$13.6M6.8%+149+0.1%AddedHolders
Q1 2026147,028$13.6M7.3%−98−0.1%ReducedHolders
Q4 2025147,126$13.4M7.2%−158−0.1%ReducedHolders
Q3 2025147,284$15.9M8.9%+710+0.5%AddedHolders
Q2 2025146,574$13.2M7.6%+1,929+1.3%AddedConverted for a 15-for-1 splitHolders
Q1 20259,643$13.8M8.4%+10+0.1%AddedHolders
Q4 20249,633$11.4M7.0%−42−0.4%ReducedHolders
Q3 20249,675$11.1M6.9%+10+0.1%AddedHolders
Q2 20249,665$10.2M6.9%−287−2.9%ReducedHolders
Q1 20249,952$11.2M7.4%−79−0.8%ReducedHolders
Q4 202310,031$9.53M6.9%−35−0.3%ReducedHolders
Q3 202310,066$9.15M8.1%−170−1.7%ReducedHolders
Q2 202310,236$9.78M8.1%−39−0.4%ReducedHolders
Q1 202310,275$8.72M7.6%+76+0.7%AddedHolders
Q4 202210,199$8.61M7.5%+434+4.4%AddedHolders
Q3 20229,765$6.87M6.2%+1,142+13.2%AddedHolders
Q2 20228,623$5.45M4.9%−501−5.5%ReducedHolders
Q1 20229,124$6.25M5.0%−583−6.0%ReducedHolders
Q4 20219,707$6.86M6.0%–No prior filingHolders