CCM Investment Advisers’s Oracle ORCL Stock Holding History

CCM Investment Advisers’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	$10M	Buy	68,215 +29,217	+75%	+$4.75M	0.96%	49
2025 Q4	$7.6M	Sell	38,998 -10,759	-22%	-$2.56M	0.73%	53
2025 Q3	$14M	Buy	+49,757	New	+$12.7M	1.38%	32
2015 Q4	–	Sell	-73,380	Closed	-$2.65M	–	105
2015 Q3	$2.65M	Sell	73,380 -438,030	-86%	-$16.8M	0.26%	58
2015 Q2	$20.6M	Buy	511,410 +22,646	+5%	+$982K	1.9%	24
2015 Q1	$21.1M	Buy	488,764 +23,437	+5%	+$1.02M	2.06%	10
2014 Q4	$20.9M	Sell	465,327 -58,533	-11%	-$2.38M	1.9%	21
2014 Q3	$20.1M	Buy	523,860 +64,402	+14%	+$2.61M	1.79%	31
2014 Q2	$18.6M	Buy	459,458 +155,228	+51%	+$6.39M	1.71%	31
2014 Q1	$12.4M	Buy	304,230 +147,995	+95%	+$5.63M	1.23%	42
2013 Q4	$5.98M	Sell	156,235 -82,105	-34%	-$2.82M	0.56%	58
2013 Q3	$7.91M	Sell	238,340 -276,567	-54%	-$8.97M	0.79%	50
2013 Q2	$15.8M	Buy	+514,907	New	+$17.1M	1.63%	24

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

CCM Investment Advisers's ORCL Position: Q1 2026 in Review

CCM Investment Advisers increased its Oracle (ORCL) stake by 75% in Q1 2026, buying an estimated $4.75M and bringing the position to 68,215 shares worth $10M. The position accounts for 0.96% of the portfolio, ranked #49.

CCM Investment Advisers first reported a position in ORCL in Q2 2013 and has held it in 13 quarters since. The position peaked at $21.1M in Q1 2015. 3,474 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

CCM Investment Advisers held 68,215 shares of Oracle worth $10M as of Q1 2026.
CCM Investment Advisers bought 29,217 Oracle shares in Q1 2026, an estimated $4.75M.
Oracle made up 0.96% of CCM Investment Advisers's portfolio in Q1 2026, its #49 holding.
CCM Investment Advisers first reported a position in Oracle in Q2 2013 and has held it in 13 quarters since.
CCM Investment Advisers's Oracle position peaked at $21.1M in Q1 2015.
3,474 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on CCM Investment Advisers's 13F filing for Q1 2026, filed 20 May 2026.