Chesapeake Wealth Management’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.45M | Buy |
16,687
+2,597
| +18% | +$422K | 0.75% | 43 |
|
|
2025
Q4 | $2.75M | Sell |
14,090
-616
| -4% | -$147K | 0.82% | 39 |
|
|
2025
Q3 | $4.14M | Sell |
14,706
-50
| -0.3% | -$12.7K | 1.26% | 23 |
|
|
2025
Q2 | $3.23M | Sell |
14,756
-70
| -0.5% | -$11.3K | 1.08% | 27 |
|
|
2025
Q1 | $2.07M | Sell |
14,826
-200
| -1% | -$32.6K | 0.74% | 44 |
|
|
2024
Q4 | $2.5M | Sell |
15,026
-636
| -4% | -$113K | 0.86% | 38 |
|
|
2024
Q3 | $2.67M | Sell |
15,662
-99
| -0.6% | -$14.3K | 0.91% | 36 |
|
|
2024
Q2 | $2.23M | Sell |
15,761
-605
| -4% | -$75.1K | 0.81% | 42 |
|
|
2024
Q1 | $2.06M | Sell |
16,366
-250
| -2% | -$28.6K | 0.75% | 45 |
|
|
2023
Q4 | $1.75M | Hold |
16,616
| – | – | 0.68% | 48 |
|
|
2023
Q3 | $1.76M | Sell |
16,616
-165
| -1% | -$19.1K | 0.73% | 45 |
|
|
2023
Q2 | $2M | Buy |
16,781
+880
| +6% | +$91K | 0.79% | 41 |
|
|
2023
Q1 | $1.48M | Hold |
15,901
| – | – | 0.62% | 50 |
|
|
2022
Q4 | $1.3M | Hold |
15,901
| – | – | 0.57% | 55 |
|
|
2022
Q3 | $971K | Sell |
15,901
-245
| -2% | -$17.9K | 0.44% | 61 |
|
|
2022
Q2 | $1.13M | Sell |
16,146
-600
| -4% | -$43.9K | 0.48% | 56 |
|
|
2022
Q1 | $1.39M | Sell |
16,746
-775
| -4% | -$62.8K | 0.5% | 54 |
|
|
2021
Q4 | $1.53M | Sell |
17,521
-1,274
| -7% | -$120K | 0.51% | 53 |
|
|
2021
Q3 | $1.64M | Sell |
18,795
-2,325
| -11% | -$205K | 0.59% | 43 |
|
|
2021
Q2 | $1.64M | Sell |
21,120
-1,259
| -6% | -$98.6K | 0.53% | 47 |
|
|
2021
Q1 | $1.57M | Sell |
22,379
-1,175
| -5% | -$76.1K | 0.53% | 47 |
|
|
2020
Q4 | $1.52M | Sell |
23,554
-900
| -4% | -$53.6K | 0.52% | 51 |
|
|
2020
Q3 | $1.46M | Sell |
24,454
-310
| -1% | -$17.6K | 0.55% | 50 |
|
|
2020
Q2 | $1.37M | Sell |
24,764
-1,361
| -5% | -$72.1K | 0.54% | 49 |
|
|
2020
Q1 | $1.26M | Sell |
26,125
-5,672
| -18% | -$293K | 0.58% | 41 |
|
|
2019
Q4 | $1.69M | Buy |
31,797
+1,487
| +5% | +$81.9K | 0.65% | 38 |
|
|
2019
Q3 | $1.67M | Buy |
30,310
+6,070
| +25% | +$335K | 0.68% | 36 |
|
|
2019
Q2 | $1.38M | Sell |
24,240
-1,672
| -6% | -$90.5K | 0.58% | 43 |
|
|
2019
Q1 | $1.39M | Sell |
25,912
-1,045
| -4% | -$53.2K | 0.61% | 42 |
|
|
2018
Q4 | $1.22M | Sell |
26,957
-1,818
| -6% | -$87.1K | 0.6% | 45 |
|
|
2018
Q3 | $1.48M | Sell |
28,775
-2,009
| -7% | -$97.6K | 0.66% | 41 |
|
|
2018
Q2 | $1.36M | Sell |
30,784
-4,070
| -12% | -$188K | 0.63% | 46 |
|
|
2018
Q1 | $1.59M | Buy |
+34,854
| New | +$1.73M | 0.74% | 37 |
|
Other funds holding ORCL
VCM
VPM
Chesapeake Wealth Management's ORCL Position: Q1 2026 in Review
Chesapeake Wealth Management increased its Oracle (ORCL) stake by 18% in Q1 2026, buying an estimated $422K and bringing the position to 16,687 shares worth $2.45M. The position accounts for 0.75% of the portfolio, ranked #43.
Chesapeake Wealth Management first reported a position in ORCL in Q1 2018 and has held it in 33 quarters since. The position peaked at $4.14M in Q3 2025. 3,471 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.
- Chesapeake Wealth Management held 16,687 shares of Oracle worth $2.45M as of Q1 2026.
- Chesapeake Wealth Management bought 2,597 Oracle shares in Q1 2026, an estimated $422K.
- Oracle made up 0.75% of Chesapeake Wealth Management's portfolio in Q1 2026, its #43 holding.
- Chesapeake Wealth Management first reported a position in Oracle in Q1 2018 and has held it in 33 quarters since.
- Chesapeake Wealth Management's Oracle position peaked at $4.14M in Q3 2025.
- 3,471 funds tracked by Wall St. Rank held Oracle as of Q1 2026.
Based on Chesapeake Wealth Management's 13F filing for Q1 2026, filed 18 May 2026.