Chevy Chase Trust’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 | $126M | Sell |
859,682
-18,794
| -2% | -$3.05M | 0.36% | 55 |
|
|
2025
Q4 | $171M | Buy |
878,476
+6,986
| +0.8% | +$1.66M | 0.46% | 32 |
|
|
2025
Q3 | $245M | Sell |
871,490
-14,142
| -2% | -$3.6M | 0.67% | 20 |
|
|
2025
Q2 | $194M | Buy |
885,632
+7,803
| +0.9% | +$1.26M | 0.56% | 27 |
|
|
2025
Q1 | $123M | Buy |
877,829
+6,995
| +0.8% | +$1.14M | 0.39% | 50 |
|
|
2024
Q4 | $145M | Sell |
870,834
-13,210
| -1% | -$2.35M | 0.44% | 38 |
|
|
2024
Q3 | $151M | Sell |
884,044
-13,288
| -1% | -$1.92M | 0.46% | 38 |
|
|
2024
Q2 | $127M | Sell |
897,332
-14,401
| -2% | -$1.79M | 0.4% | 47 |
|
|
2024
Q1 | $115M | Sell |
911,733
-10,218
| -1% | -$1.17M | 0.37% | 55 |
|
|
2023
Q4 | $97.2M | Sell |
921,951
-1,820
| -0.2% | -$199K | 0.35% | 61 |
|
|
2023
Q3 | $97.8M | Sell |
923,771
-583
| -0.1% | -$67.5K | 0.39% | 57 |
|
|
2023
Q2 | $110M | Sell |
924,354
-7,411
| -0.8% | -$766K | 0.41% | 52 |
|
|
2023
Q1 | $86.6M | Buy |
931,765
+8,714
| +0.9% | +$764K | 0.34% | 69 |
|
|
2022
Q4 | $75.5M | Sell |
923,051
-43,143
| -4% | -$3.28M | 0.32% | 75 |
|
|
2022
Q3 | $59M | Sell |
966,194
-28,069
| -3% | -$2.05M | 0.25% | 94 |
|
|
2022
Q2 | $69.5M | Buy |
994,263
+3,581
| +0.4% | +$262K | 0.29% | 84 |
|
|
2022
Q1 | $82M | Sell |
990,682
-24,966
| -2% | -$2.02M | 0.28% | 85 |
|
|
2021
Q4 | $88.6M | Sell |
1,015,648
-41,018
| -4% | -$3.85M | 0.29% | 81 |
|
|
2021
Q3 | $92.1M | Sell |
1,056,666
-147,206
| -12% | -$13M | 0.32% | 70 |
|
|
2021
Q2 | $93.7M | Sell |
1,203,872
-85,657
| -7% | -$6.71M | 0.32% | 75 |
|
|
2021
Q1 | $90.5M | Sell |
1,289,529
-128,168
| -9% | -$8.3M | 0.32% | 73 |
|
|
2020
Q4 | $91.7M | Sell |
1,417,697
-65,396
| -4% | -$3.89M | 0.33% | 69 |
|
|
2020
Q3 | $88.5M | Sell |
1,483,093
-245,264
| -14% | -$13.9M | 0.35% | 67 |
|
|
2020
Q2 | $95.5M | Sell |
1,728,357
-168,412
| -9% | -$8.92M | 0.39% | 57 |
|
|
2020
Q1 | $91.7M | Buy |
1,896,769
+24,790
| +1% | +$1.28M | 0.43% | 59 |
|
|
2019
Q4 | $99.2M | Sell |
1,871,979
-27,227
| -1% | -$1.5M | 0.38% | 66 |
|
|
2019
Q3 | $105M | Sell |
1,899,206
-178,052
| -9% | -$9.84M | 0.43% | 51 |
|
|
2019
Q2 | $118M | Sell |
2,077,258
-103,028
| -5% | -$5.57M | 0.49% | 44 |
|
|
2019
Q1 | $121M | Buy |
2,180,286
+24,708
| +1% | +$1.26M | 0.5% | 43 |
|
|
2018
Q4 | $97.3M | Sell |
2,155,578
-235,430
| -10% | -$11.3M | 0.47% | 47 |
|
|
2018
Q3 | $123M | Sell |
2,391,008
-200,706
| -8% | -$9.75M | 0.51% | 41 |
|
|
2018
Q2 | $114M | Sell |
2,591,714
-34,155
| -1% | -$1.57M | 0.49% | 43 |
|
|
2018
Q1 | $120M | Sell |
2,625,869
-94,033
| -3% | -$4.67M | 0.53% | 38 |
|
|
2017
Q4 | $129M | Buy |
2,719,902
+6,486
| +0.2% | +$318K | 0.55% | 39 |
|
|
2017
Q3 | $131M | Buy |
2,713,416
+44,703
| +2% | +$2.22M | 0.59% | 36 |
|
|
2017
Q2 | $134M | Sell |
2,668,713
-4,381
| -0.2% | -$200K | 0.64% | 33 |
|
|
2017
Q1 | $119M | Buy |
2,673,094
+76,982
| +3% | +$3.21M | 0.59% | 35 |
|
|
2016
Q4 | $99.8M | Buy |
2,596,112
+8,725
| +0.3% | +$341K | 0.53% | 40 |
|
|
2016
Q3 | $102M | Sell |
2,587,387
-176,944
| -6% | -$7.21M | 0.56% | 39 |
|
|
2016
Q2 | $113M | Sell |
2,764,331
-26,486
| -0.9% | -$1.06M | 0.63% | 36 |
|
|
2016
Q1 | $114M | Buy |
2,790,817
+2,613
| +0.1% | +$96.7K | 0.65% | 34 |
|
|
2015
Q4 | $102M | Sell |
2,788,204
-59,623
| -2% | -$2.28M | 0.6% | 39 |
|
|
2015
Q3 | $103M | Buy |
2,847,827
+119,407
| +4% | +$4.59M | 0.64% | 32 |
|
|
2015
Q2 | $110M | Sell |
2,728,420
-24,051
| -0.9% | -$1.04M | 0.66% | 34 |
|
|
2015
Q1 | $119M | Buy |
2,752,471
+16,092
| +0.6% | +$697K | 0.72% | 28 |
|
|
2014
Q4 | $123M | Sell |
2,736,379
-64,746
| -2% | -$2.63M | 0.77% | 24 |
|
|
2014
Q3 | $107M | Buy |
2,801,125
+23,957
| +0.9% | +$970K | 0.69% | 28 |
|
|
2014
Q2 | $113M | Sell |
2,777,168
-82,341
| -3% | -$3.39M | 0.78% | 23 |
|
|
2014
Q1 | $117M | Sell |
2,859,509
-47,810
| -2% | -$1.82M | 0.84% | 20 |
|
|
2013
Q4 | $111M | Sell |
2,907,319
-50,357
| -2% | -$1.73M | 0.81% | 20 |
|
|
2013
Q3 | $98.1M | Buy |
2,957,676
+96,971
| +3% | +$3.15M | 0.8% | 24 |
|
|
2013
Q2 | $87.9M | Buy |
+2,860,705
| New | +$94.9M | 0.77% | 26 |
|
Other funds holding ORCL
VCM
VPM
Chevy Chase Trust's ORCL Position: Q1 2026 in Review
Chevy Chase Trust reduced its Oracle (ORCL) stake by 2.1% in Q1 2026, selling an estimated $3.05M and leaving 859,682 shares worth $126M. The position accounts for 0.36% of the portfolio, ranked #55.
Chevy Chase Trust first reported a position in ORCL in Q2 2013 and has held it in 52 quarters since. The position peaked at $245M in Q3 2025. 3,474 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.
- Chevy Chase Trust held 859,682 shares of Oracle worth $126M as of Q1 2026.
- Chevy Chase Trust sold 18,794 Oracle shares in Q1 2026, an estimated $3.05M.
- Oracle made up 0.36% of Chevy Chase Trust's portfolio in Q1 2026, its #55 holding.
- Chevy Chase Trust first reported a position in Oracle in Q2 2013 and has held it in 52 quarters since.
- Chevy Chase Trust's Oracle position peaked at $245M in Q3 2025.
- 3,474 funds tracked by Wall St. Rank held Oracle as of Q1 2026.
Based on Chevy Chase Trust's 13F filing for Q1 2026, filed 15 May 2026.