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	–	Sell	-3,472,100	Closed	-$677M	–	3954
2025 Q4	$677M	Buy	3,472,100 +3,470,300	+192,794%	+$826M	0.23%	80
2025 Q3	$506K	Buy	+1,800	New	+$458K	﹤0.01%	2267
2024 Q4	–	Sell	-159,100	Closed	-$26.8M	–	3839
2024 Q3	$26.8M	Buy	+159,100	New	+$23M	0.01%	675
2024 Q1	–	Sell	-169,500	Closed	-$18M	–	4209
2023 Q4	$18M	Buy	169,500 +42,500	+33%	+$4.64M	0.01%	824
2023 Q3	$15.8M	Buy	127,000 +126,700	+42,233%	+$14.7M	0.01%	796
2023 Q2	$37.9K	Hold	300	–	–	﹤0.01%	3640
2023 Q1	$27.9K	Buy	+300	New	+$26.3K	﹤0.01%	3472
2022 Q2	–	Sell	-184,400	Closed	-$15.5M	–	4334
2022 Q1	$15.5M	Buy	+184,400	New	+$14.9M	0.01%	948
2019 Q3	–	Sell	-41,100	Closed	-$2.34M	–	4916
2019 Q2	$2.34M	Buy	+41,100	New	+$2.22M	﹤0.01%	1587
2015 Q3	–	Sell	-50	Closed	-$2K	–	4106
2015 Q2	$2K	Buy	+50	New	+$2.17K	﹤0.01%	3760
2014 Q4	–	Sell	-192,500	Closed	-$7.37M	–	4128
2014 Q3	$7.37M	Sell	192,500 -92,400	-32%	-$3.74M	0.01%	939
2014 Q2	$11.5M	Sell	284,900 -100,100	-26%	-$4.12M	0.01%	754
2014 Q1	$15.8M	Buy	385,000 +215,000	+126%	+$8.18M	0.02%	497
2013 Q4	$6.5M	Buy	+170,000	New	+$5.84M	0.01%	744

Other funds holding ORCL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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. 3,475 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.
3,475 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.