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CBM Financial’s Oracle ORCL Stock Holding History

CBM Financial’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
Q2 		$281K Sell
2,220
-325
-13% -$58.9K 0.17% 16
2026
Q1 		$452K Hold
2,545
– – 0.28% 13
2025
Q4 		$397K Buy
+2,545
New +$606K 0.27% 14
2025
Q1 		$406K Buy
+2,545
New +$414K 0.33% 12

Other funds holding ORCL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CBM Financial's ORCL Position: Q2 2026 in Review

CBM Financial reduced its Oracle (ORCL) stake by 13% in Q2 2026, selling an estimated $58.9K and leaving 2,220 shares worth $281K. The position accounts for 0.17% of the portfolio, ranked #16.

CBM Financial first reported a position in ORCL in Q1 2025 and has held it in 4 quarters since. The position peaked at $452K in Q1 2026. 3,503 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • CBM Financial held 2,220 shares of Oracle worth $281K as of Q2 2026.
  • CBM Financial sold 325 Oracle shares in Q2 2026, an estimated $58.9K.
  • Oracle made up 0.17% of CBM Financial's portfolio in Q2 2026, its #16 holding.
  • CBM Financial first reported a position in Oracle in Q1 2025 and has held it in 4 quarters since.
  • CBM Financial's Oracle position peaked at $452K in Q1 2026.
  • 3,503 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on CBM Financial's 13F filing for Q2 2026, filed 10 Aug 2026.