Institute for Wealth Management, LLC.

Position in ORLY — O Reilly Automotive Inc

CIK 1533954 DENVER, CO

Position in ORLY

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$193,389

-$11,539 QoQ

Shares Held

2,100

-5.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,361

of 1,646 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Institute for Wealth Management, LLC. holds $1,166,252 across 11 Auto Parts names. ORLY ranks #4 (16.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GPC	Genuine Parts Co	3,028	$357,243
2	AZO	Autozone Inc	93	$297,222
3	ALV	Autoliv Inc	2,019	$234,547
4	ORLY	O Reilly Automotive Inc This page	2,100	$193,389
5	GT	Goodyear Tire & Rubber Co /Oh/	5,000	$33,000
6	LEA	Lear Corp	135	$18,098
7	AUR	Aurora Innovation, Inc.	2,029	$13,837
8	APTV	Aptiv PLC	179	$10,987

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$193,389	2,100	-5.4%	Shares	Sole	2026-07-28
2026-03-31	$204,928	2,220	0.0%	Shares	Sole	2026-05-14
2025-12-31	$202,486	2,220	-41.5%	Shares	Sole	2026-01-27
2025-09-30	$408,815	3,792	0.0%	Shares	Sole	2025-10-17
2025-06-30	$341,772	3,792	+1392.9%	Shares	Sole	2025-07-18
2025-03-31	$363,875	254	-2.7%	Shares	Sole	2025-04-21
2024-12-31	$309,493	261	-0.4%	Shares	Sole	2025-01-23
2024-09-30	$301,719	262	-1.1%	Shares	Sole	2024-11-12
2024-06-30	$279,855	265	+0.8%	Shares	Sole	2024-07-25
2024-03-31	$296,895	263	0.0%	Shares	Sole	2024-04-30
2023-12-31	$249,871	263	+1.5%	Shares	Sole	2024-01-31
2023-09-30	$235,394	259	-1.1%	Shares	Sole	2023-10-13
2023-06-30	$250,288	262	+3.1%	Shares	Sole	2023-07-25
2023-03-31	$215,641	254	0.0%	Shares	Sole	2023-04-20
2022-12-31	$214,383	254	—	Shares	Sole	2023-02-02
No filing history on record for this holder in this stock.