ORLY O REILLY AUTOMOTIVE INC NEW COM

Ownership history in WELCH & FORBES LLC  ·  60 quarters on record

AI Ownership Summary

WELCH & FORBES LLC reported O REILLY AUTOMOTIVE INC NEW COM (ORLY) in 60 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 3.75% in 2025 Q3. The latest visible filing shows ORLY at 3.17% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ORLY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WELCH & FORBES LLC's position in O REILLY AUTOMOTIVE INC NEW COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

ORLY was reported at 3.17% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.75% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How WELCH & FORBES LLC held ORLY — position size vs. price
% of Fund (quarterly)    ORLY price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 2,869,787 -15,119 -0.5% 3.17% $261.8M 2026-02-14 (Est.) $96.66
2025 Q3 REDUCED 2,884,906 -60,938 -2.1% 3.75% $311.0M 2025-11-04 $93.83
2025 Q2 ADDED 2,945,844 +2,747,499 +1385.2% 3.32% $265.5M 2025-08-05 $102.23
2025 Q1 REDUCED 198,345 -2,023 -1.0% 3.72% $284.1M 2025-05-02 $93.76
2024 Q4 REDUCED 200,368 -2,254 -1.1% 3.05% $237.6M 2025-02-07 $87.78
2024 Q3 REDUCED 202,622 -2,451 -1.2% 2.97% $233.3M 2024-11-04 $77.17
2024 Q2 REDUCED 205,073 -2,442 -1.2% 2.80% $209.7M 2024-08-02 $75.80
2024 Q1 REDUCED 207,515 -1,381 -0.7% 3.22% $234.3M 2024-05-03 $67.53
2023 Q4 REDUCED 208,896 -3,974 -1.9% 3.00% $198.5M 2024-02-06 $70.12
51 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About WELCH & FORBES LLC and ORLY

These are the practical questions this page is built to answer before you even open the full history table.

How long has WELCH & FORBES LLC reported owning ORLY?

WELCH & FORBES LLC reported ORLY across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported ORLY position in WELCH & FORBES LLC's portfolio?

The largest reported portfolio weight for ORLY was 3.75% in 2025 Q3.

What is the latest reported ORLY position on this page?

The most recent filing on this page is 2025 Q4, when WELCH & FORBES LLC reported 2,869,787 shares, equal to 3.17% of portfolio, with an estimated market value of $261.8M.

What does the chart on this ORLY ownership page compare?

The chart compares WELCH & FORBES LLC's quarterly ORLY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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