Bank of Montreal’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $641M | Sell |
4,359,321
-3,822,912
| -47% | -$621M | 0.24% | 78 |
|
|
2025
Q4 | $1.59B | Buy |
8,182,233
+3,229,371
| +65% | +$769M | 0.55% | 35 |
|
|
2025
Q3 | $1.39B | Buy |
4,952,862
+1,255,863
| +34% | +$320M | 0.53% | 36 |
|
|
2025
Q2 | $808M | Buy |
3,696,999
+593,310
| +19% | +$95.8M | 0.38% | 54 |
|
|
2025
Q1 | $434M | Sell |
3,103,689
-219,865
| -7% | -$35.8M | 0.21% | 85 |
|
|
2024
Q4 | $554M | Buy |
3,323,554
+204,401
| +7% | +$36.3M | 0.26% | 77 |
|
|
2024
Q3 | $526M | Sell |
3,119,153
-392,589
| -11% | -$56.9M | 0.23% | 83 |
|
|
2024
Q2 | $494M | Buy |
3,511,742
+223,383
| +7% | +$27.7M | 0.14% | 87 |
|
|
2024
Q1 | $425M | Sell |
3,288,359
-340,835
| -9% | -$39M | 0.13% | 101 |
|
|
2023
Q4 | $386M | Buy |
3,629,194
+1,054,119
| +41% | +$115M | 0.12% | 105 |
|
|
2023
Q3 | $321M | Sell |
2,575,075
-516,292
| -17% | -$59.8M | 0.11% | 115 |
|
|
2023
Q2 | $391M | Buy |
3,091,367
+940,918
| +44% | +$97.3M | 0.14% | 90 |
|
|
2023
Q1 | $200M | Buy |
2,150,449
+305,429
| +17% | +$26.8M | 0.08% | 144 |
|
|
2022
Q4 | $151M | Buy |
1,845,020
+153,101
| +9% | +$11.6M | 0.07% | 172 |
|
|
2022
Q3 | $105K | Sell |
1,691,919
-404,404
| -19% | -$29.6M | 0.05% | 230 |
|
|
2022
Q2 | $146K | Sell |
2,096,323
-168,756
| -7% | -$12.4M | 0.07% | 189 |
|
|
2022
Q1 | $190M | Sell |
2,265,079
-402,991
| -15% | -$32.6M | 0.09% | 162 |
|
|
2021
Q4 | $235M | Sell |
2,668,070
-478,502
| -15% | -$44.9M | 0.12% | 137 |
|
|
2021
Q3 | $288M | Sell |
3,146,572
-556,213
| -15% | -$49.1M | 0.13% | 136 |
|
|
2021
Q2 | $297M | Buy |
3,702,785
+1,069,775
| +41% | +$83.7M | 0.15% | 124 |
|
|
2021
Q1 | $198M | Sell |
2,633,010
-438,745
| -14% | -$28.4M | 0.13% | 134 |
|
|
2020
Q4 | $194M | Sell |
3,071,755
-480,003
| -14% | -$28.6M | 0.13% | 136 |
|
|
2020
Q3 | $211M | Sell |
3,551,758
-1,508,011
| -30% | -$85.7M | 0.18% | 116 |
|
|
2020
Q2 | $291M | Sell |
5,059,769
-859,615
| -15% | -$45.5M | 0.27% | 83 |
|
|
2020
Q1 | $295M | Sell |
5,919,384
-1,743,379
| -23% | -$90M | 0.34% | 64 |
|
|
2019
Q4 | $406M | Buy |
7,662,763
+1,418,363
| +23% | +$78.1M | 0.3% | 65 |
|
|
2019
Q3 | $344M | Buy |
6,244,400
+1,437,125
| +30% | +$79.4M | 0.3% | 68 |
|
|
2019
Q2 | $274M | Buy |
4,807,275
+2,940,268
| +157% | +$159M | 0.23% | 90 |
|
|
2019
Q1 | $100M | Sell |
1,867,007
-635,753
| -25% | -$32.4M | 0.09% | 205 |
|
|
2018
Q4 | $113M | Sell |
2,502,760
-666,114
| -21% | -$31.9M | 0.11% | 172 |
|
|
2018
Q3 | $163M | Buy |
3,168,874
+174,854
| +6% | +$8.49M | 0.13% | 160 |
|
|
2018
Q2 | $132M | Sell |
2,994,020
-1,826,587
| -38% | -$84.2M | 0.11% | 179 |
|
|
2018
Q1 | $221M | Sell |
4,820,607
-911,516
| -16% | -$45.3M | 0.2% | 105 |
|
|
2017
Q4 | $271M | Buy |
5,732,123
+2,476,975
| +76% | +$121M | 0.24% | 84 |
|
|
2017
Q3 | $157M | Sell |
3,255,148
-483,524
| -13% | -$24.1M | 0.14% | 147 |
|
|
2017
Q2 | $187M | Buy |
3,738,672
+113,071
| +3% | +$5.15M | 0.18% | 116 |
|
|
2017
Q1 | $162M | Buy |
3,625,601
+467,791
| +15% | +$19.5M | 0.15% | 134 |
|
|
2016
Q4 | $127M | Sell |
3,157,810
-540,371
| -15% | -$21.1M | 0.13% | 147 |
|
|
2016
Q3 | $145M | Buy |
3,698,181
+615,825
| +20% | +$25.1M | 0.16% | 124 |
|
|
2016
Q2 | $126M | Sell |
3,082,356
-267,808
| -8% | -$10.7M | 0.14% | 129 |
|
|
2016
Q1 | $137M | Sell |
3,350,164
-1,431,926
| -30% | -$53M | 0.15% | 109 |
|
|
2015
Q4 | $175M | Sell |
4,782,090
-3,859,616
| -45% | -$147M | 0.21% | 94 |
|
|
2015
Q3 | $312M | Sell |
8,641,706
-570,916
| -6% | -$21.9M | 0.43% | 41 |
|
|
2015
Q2 | $371M | Buy |
9,212,622
+271,875
| +3% | +$11.8M | 0.43% | 38 |
|
|
2015
Q1 | $386M | Sell |
8,940,747
-341,297
| -4% | -$14.8M | 0.45% | 35 |
|
|
2014
Q4 | $417M | Buy |
9,282,044
+551,014
| +6% | +$22.4M | 0.47% | 38 |
|
|
2014
Q3 | $334M | Buy |
8,731,030
+592,634
| +7% | +$24M | 0.38% | 53 |
|
|
2014
Q2 | $330M | Buy |
8,138,396
+1,118,613
| +16% | +$46M | 0.37% | 52 |
|
|
2014
Q1 | $287M | Buy |
7,019,783
+111,178
| +2% | +$4.23M | 0.37% | 51 |
|
|
2013
Q4 | $264M | Buy |
6,908,605
+1,992,224
| +41% | +$68.5M | 0.36% | 58 |
|
|
2013
Q3 | $163M | Buy |
4,916,381
+179,235
| +4% | +$5.81M | 0.25% | 80 |
|
|
2013
Q2 | $145M | Buy |
+4,737,146
| New | +$157M | 0.26% | 78 |
|
Other funds holding ORCL
VCM
VPM
Bank of Montreal's ORCL Position: Q1 2026 in Review
Bank of Montreal reduced its Oracle (ORCL) stake by 47% in Q1 2026, selling an estimated $621M and leaving 4,359,321 shares worth $641M. The position accounts for 0.24% of the portfolio, ranked #78.
Bank of Montreal first reported a position in ORCL in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.59B in Q4 2025. 3,473 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.
- Bank of Montreal held 4,359,321 shares of Oracle worth $641M as of Q1 2026.
- Bank of Montreal sold 3,822,912 Oracle shares in Q1 2026, an estimated $621M.
- Oracle made up 0.24% of Bank of Montreal's portfolio in Q1 2026, its #78 holding.
- Bank of Montreal first reported a position in Oracle in Q2 2013 and has held it in 52 quarters since.
- Bank of Montreal's Oracle position peaked at $1.59B in Q4 2025.
- 3,473 funds tracked by Wall St. Rank held Oracle as of Q1 2026.
Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.