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Beaumont Financial Advisors’s Oracle ORCL Stock Holding History

Beaumont Financial Advisors’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 		$1.53M Sell
10,385
-707
-6% -$115K 0.11% 120
2025
Q4 		$2.16M Sell
11,092
-197
-2% -$46.9K 0.14% 93
2025
Q3 		$3.17M Sell
11,289
-100
-0.9% -$25.5K 0.21% 72
2025
Q2 		$2.49M Sell
11,389
-295
-3% -$47.6K 0.18% 78
2025
Q1 		$1.63M Buy
11,684
+243
+2% +$39.6K 0.13% 112
2024
Q4 		$1.91M Buy
11,441
+340
+3% +$60.4K 0.14% 97
2024
Q3 		$1.89M Buy
11,101
+25
+0.2% +$3.62K 0.15% 91
2024
Q2 		$1.56M Sell
11,076
-79
-0.7% -$9.81K 0.13% 104
2024
Q1 		$1.4M Sell
11,155
-82
-0.7% -$9.38K 0.12% 118
2023
Q4 		$1.18M Sell
11,237
-564
-5% -$61.6K 0.11% 126
2023
Q3 		$1.25M Buy
11,801
+259
+2% +$30K 0.12% 111
2023
Q2 		$1.37M Buy
11,542
+1,707
+17% +$176K 0.13% 111
2023
Q1 		$914K Sell
9,835
-1,275
-11% -$112K 0.09% 130
2022
Q4 		$908K Sell
11,110
-324
-3% -$24.6K 0.09% 132
2022
Q3 		$698K Buy
11,434
+220
+2% +$16.1K 0.07% 144
2022
Q2 		$783K Sell
11,214
-970
-8% -$71K 0.07% 143
2022
Q1 		$1.01M Buy
12,184
+1,955
+19% +$158K 0.08% 152
2021
Q4 		$892K Buy
10,229
+12
+0.1% +$1.13K 0.06% 158
2021
Q3 		$890K Sell
10,217
-415
-4% -$36.7K 0.07% 152
2021
Q2 		$828K Buy
10,632
+155
+1% +$12.1K 0.06% 161
2021
Q1 		$735K Sell
10,477
-1,966
-16% -$127K 0.06% 165
2020
Q4 		$805K Buy
12,443
+1,443
+13% +$85.9K 0.07% 155
2020
Q3 		$657K Buy
11,000
+6,794
+162% +$386K 0.06% 174
2020
Q2 		$232K Buy
+4,206
New +$223K 0.02% 256
2018
Q2 		– Sell
-42,937
Closed -$1.96M – 221
2018
Q1 		$1.96M Sell
42,937
-243
-0.6% -$12.1K 0.22% 76
2017
Q4 		$2.04M Sell
43,180
-446
-1% -$21.9K 0.24% 83
2017
Q3 		$2.11M Buy
43,626
+129
+0.3% +$6.42K 0.26% 79
2017
Q2 		$2.18M Buy
+43,497
New +$1.98M 0.28% 79
2016
Q2 		– Sell
-121,444
Closed -$5.24M – 155
2016
Q1 		$5.24M Sell
121,444
-8,360
-6% -$309K 0.85% 46
2015
Q4 		$4.74M Buy
129,804
+6,638
+5% +$253K 0.78% 46
2015
Q3 		$4.96M Hold
123,166
– – 0.72% 52
2015
Q2 		$4.96M Sell
123,166
-2,728
-2% -$118K 0.72% 52
2015
Q1 		$5.43M Sell
125,894
-924
-0.7% -$40K 0.19% 75
2014
Q4 		$5.7M Buy
126,818
+8,156
+7% +$332K 0.27% 73
2014
Q3 		$4.54M Sell
118,662
-1,709
-1% -$69.2K 0.3% 79
2014
Q2 		$4.88M Sell
120,371
-8,124
-6% -$334K 0.35% 75
2014
Q1 		$5.26M Sell
128,495
-18,811
-13% -$716K 0.43% 55
2013
Q4 		$5.64M Buy
147,306
+5,917
+4% +$203K 0.46% 61
2013
Q3 		$4.69M Sell
141,389
-15,603
-10% -$506K 0.42% 62
2013
Q2 		$4.82M Buy
+156,992
New +$5.21M 0.45% 59

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

Beaumont Financial Advisors's ORCL Position: Q1 2026 in Review

Beaumont Financial Advisors reduced its Oracle (ORCL) stake by 6.4% in Q1 2026, selling an estimated $115K and leaving 10,385 shares worth $1.53M. The position accounts for 0.11% of the portfolio, ranked #120.

Beaumont Financial Advisors first reported a position in ORCL in Q2 2013 and has held it in 40 quarters since. The position peaked at $5.7M in Q4 2014. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Beaumont Financial Advisors held 10,385 shares of Oracle worth $1.53M as of Q1 2026.
  • Beaumont Financial Advisors sold 707 Oracle shares in Q1 2026, an estimated $115K.
  • Oracle made up 0.11% of Beaumont Financial Advisors's portfolio in Q1 2026, its #120 holding.
  • Beaumont Financial Advisors first reported a position in Oracle in Q2 2013 and has held it in 40 quarters since.
  • Beaumont Financial Advisors's Oracle position peaked at $5.7M in Q4 2014.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Beaumont Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.