Position in ORLY
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$529,057
-$5,417 QoQ
Shares Held
5,745
-0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,040
of 1,645 holders
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 43%
Shared 0%
None 57%
Common Shares in ORLY Over Time
Shares Held
Position Value (USD)
Position in Auto Parts
Consumer Cyclical · as of Jun 30, 2026BALDWIN WEALTH PARTNERS LLC/MA holds $7,886,110 across 2 Auto Parts names. ORLY ranks #2 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AZO |
Autozone Inc
|
2,302 | $7,357,053 | |
| 2 | ORLY |
O Reilly Automotive Inc
This page
|
5,745 | $529,057 |
All Filings in ORLY
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $529,057 | 5,745 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $534,474 | 5,790 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $570,518 | 6,255 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $674,351 | 6,255 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $563,763 | 6,255 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $597,385 | 417 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $499,221 | 421 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $492,884 | 428 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $176,362 | 167 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $188,523 | 167 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $168,164 | 177 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $185,407 | 204 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $194,881 | 204 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $173,192 | 204 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $172,182 | 204 | Shares | Sole | 2023-01-27 | |
| 2022-06-30 | $11,371 | 18 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $12,329 | 18 | Shares | Sole | 2022-04-13 | |
| No filing history on record for this holder in this stock. | ||||||