Bank of Montreal
ORCL icon

Bank of Montreal’s Oracle ORCL Stock Holding History

Bank of Montreal’s Portfolio ORCL Stock Details ORCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$456K Sell
3,100
-26,600
-90% -$4.32M ﹤0.01% 2431
2025
Q4 		$5.79M Buy
+29,700
New +$7.07M ﹤0.01% 1277
2025
Q3 		– Sell
-162,200
Closed -$35.5M – 3738
2025
Q2 		$35.5M Sell
162,200
-263,800
-62% -$42.6M 0.02% 541
2025
Q1 		$59.6M Buy
426,000
+396,300
+1,334% +$64.5M 0.03% 388
2024
Q4 		$4.95M Sell
29,700
-3,400
-10% -$604K ﹤0.01% 1218
2024
Q3 		$5.59M Buy
33,100
+14,100
+74% +$2.04M ﹤0.01% 1264
2024
Q2 		$2.68M Buy
19,000
+16,100
+555% +$2M ﹤0.01% 1528
2024
Q1 		$375K Sell
2,900
-180,700
-98% -$20.7M ﹤0.01% 2628
2023
Q4 		$19.5M Buy
183,600
+18,600
+11% +$2.03M 0.01% 793
2023
Q3 		$20.6M Buy
+165,000
New +$19.1M 0.01% 707
2020
Q3 		– Sell
-21,900
Closed -$1.26M – 4887
2020
Q2 		$1.26M Sell
21,900
-14,300
-40% -$758K ﹤0.01% 1821
2020
Q1 		$1.8M Buy
36,200
+11,100
+44% +$573K ﹤0.01% 1469
2019
Q4 		$1.33M Sell
25,100
-166,000
-87% -$9.14M ﹤0.01% 2096
2019
Q3 		$10.5M Buy
191,100
+144,300
+308% +$7.97M 0.01% 863
2019
Q2 		$2.67M Buy
46,800
+46,770
+155,900% +$2.53M ﹤0.01% 1508
2019
Q1 		$2K Buy
+30
New +$1.53K ﹤0.01% 4153
2018
Q4 		– Sell
-49,000
Closed -$2.53M – 4798
2018
Q3 		$2.53M Buy
+49,000
New +$2.38M ﹤0.01% 1551
2014
Q4 		– Sell
-330,000
Closed -$12.6M – 4127
2014
Q3 		$12.6M Buy
330,000
+270,000
+450% +$10.9M 0.01% 703
2014
Q2 		$2.43M Sell
60,000
-115,000
-66% -$4.73M ﹤0.01% 1379
2014
Q1 		$7.16M Buy
+175,000
New +$6.66M 0.01% 796

Other funds holding ORCL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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. 3,480 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.
  • 3,480 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.