Mowery & Schoenfeld Wealth Management, LLC
Position in ORLY — O Reilly Automotive Inc
CIK 2019946
LINCOLNSHIRE, IL
Position in ORLY
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$35,915
-$85 QoQ
Shares Held
390
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,457
of 1,646 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ORLY Over Time
Shares Held
Position Value (USD)
Position in Auto Parts
Consumer Cyclical · as of Jun 30, 2026Mowery & Schoenfeld Wealth Management, LLC holds $51,894 across 2 Auto Parts names. ORLY ranks #1 (69.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ORLY |
O Reilly Automotive Inc
This page
|
390 | $35,915 | |
| 2 | AZO |
Autozone Inc
|
5 | $15,979 |
All Filings in ORLY
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $35,915 | 390 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $36,000 | 390 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $36,940 | 405 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $42,045 | 390 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $39,206 | 435 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $41,544 | 29 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $34,388 | 29 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||