CJM Wealth Advisers’s Oracle ORCL Stock Holding History

CJM Wealth 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 Q2	$338K	Sell	2,306 -250	-10%	-$45.3K	0.09%	58
2026 Q1	$376K	Buy	2,556 +250	+11%	+$40.6K	0.11%	56
2025 Q4	$449K	Sell	2,306 -14	-0.6%	-$3.33K	0.13%	49
2025 Q3	$652K	Buy	2,320 +14	+0.6%	+$3.56K	0.2%	40
2025 Q2	$504K	Hold	2,306	–	–	0.17%	43
2025 Q1	$322K	Hold	2,306	–	–	0.11%	51
2024 Q4	$384K	Hold	2,306	–	–	0.13%	45
2024 Q3	$393K	Hold	2,306	–	–	0.13%	43
2024 Q2	$330K	Buy	2,306 +88	+4%	+$10.9K	0.12%	43
2024 Q1	$279K	Hold	2,218	–	–	0.11%	51
2023 Q4	$234K	Hold	2,218	–	–	0.1%	54
2023 Q3	$235K	Sell	2,218 -456	-17%	-$52.8K	0.11%	49
2023 Q2	$318K	Sell	2,674 -650	-20%	-$67.2K	0.16%	40
2023 Q1	$309K	Hold	3,324	–	–	0.18%	39
2022 Q4	$272K	Hold	3,324	–	–	0.17%	44
2022 Q3	$203K	Hold	3,324	–	–	0.14%	50
2022 Q2	$232K	Sell	3,324 -385	-10%	-$28.2K	0.16%	47
2022 Q1	$307K	Hold	3,709	–	–	0.21%	45
2021 Q4	$323K	Buy	+3,709	New	+$348K	0.23%	45

Other funds holding ORCL

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CJM Wealth Advisers's ORCL Position: Q2 2026 in Review

CJM Wealth Advisers reduced its Oracle (ORCL) stake by 9.8% in Q2 2026, selling an estimated $45.3K and leaving 2,306 shares worth $338K. The position accounts for 0.09% of the portfolio, ranked #58.

CJM Wealth Advisers first reported a position in ORCL in Q4 2021 and has held it in 19 quarters since. The position peaked at $652K in Q3 2025. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

CJM Wealth Advisers held 2,306 shares of Oracle worth $338K as of Q2 2026.
CJM Wealth Advisers sold 250 Oracle shares in Q2 2026, an estimated $45.3K.
Oracle made up 0.09% of CJM Wealth Advisers's portfolio in Q2 2026, its #58 holding.
CJM Wealth Advisers first reported a position in Oracle in Q4 2021 and has held it in 19 quarters since.
CJM Wealth Advisers's Oracle position peaked at $652K in Q3 2025.
1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on CJM Wealth Advisers's 13F filing for Q2 2026, filed 17 Jul 2026.