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CSM Advisors’s Oracle ORCL Stock Holding History

CSM Advisors’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 		$8.55M Buy
58,109
+35,955
+162% +$5.84M 0.21% 117
2025
Q4 		$4.32M Sell
22,154
-8,163
-27% -$1.94M 0.12% 194
2025
Q3 		$8.52M Sell
30,317
-123,566
-80% -$31.5M 0.24% 96
2025
Q2 		$33.6M Buy
153,883
+59,892
+64% +$9.67M 0.98% 21
2025
Q1 		$13.1M Sell
93,991
-1,415
-1% -$230K 0.72% 29
2024
Q4 		$15.9M Sell
95,406
-2,020
-2% -$359K 0.74% 33
2024
Q3 		$16.6M Sell
97,426
-5,395
-5% -$781K 1.08% 28
2024
Q2 		$14.5M Sell
102,821
-1,008
-1% -$125K 1.02% 28
2024
Q1 		$13M Buy
103,829
+915
+0.9% +$105K 0.86% 35
2023
Q4 		$10.8M Sell
102,914
-2,105
-2% -$230K 0.78% 36
2023
Q3 		$11.1M Sell
105,019
-3,010
-3% -$348K 0.97% 25
2023
Q2 		$12.9M Sell
108,029
-7,515
-7% -$777K 0.97% 26
2023
Q1 		$10.7M Buy
115,544
+6,850
+6% +$601K 0.93% 28
2022
Q4 		$8.88M Sell
108,694
-570
-0.5% -$43.3K 0.85% 33
2022
Q3 		$6.67M Sell
109,264
-11,070
-9% -$810K 0.73% 42
2022
Q2 		$8.41M Sell
120,334
-940
-0.8% -$68.8K 0.77% 39
2022
Q1 		$10M Sell
121,274
-18,165
-13% -$1.47M 0.69% 43
2021
Q4 		$12.2M Sell
139,439
-8,150
-6% -$765K 0.8% 37
2021
Q3 		$12.9M Sell
147,589
-4,770
-3% -$421K 0.95% 32
2021
Q2 		$11.9M Sell
152,359
-12,920
-8% -$1.01M 0.78% 38
2021
Q1 		$11.6M Buy
+165,279
New +$10.7M 1.63% 23

Other funds holding ORCL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CSM Advisors's ORCL Position: Q1 2026 in Review

CSM Advisors increased its Oracle (ORCL) stake by 162% in Q1 2026, buying an estimated $5.84M and bringing the position to 58,109 shares worth $8.55M. The position accounts for 0.21% of the portfolio, ranked #117.

CSM Advisors first reported a position in ORCL in Q1 2021 and has held it in 21 quarters since. The position peaked at $33.6M in Q2 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • CSM Advisors held 58,109 shares of Oracle worth $8.55M as of Q1 2026.
  • CSM Advisors bought 35,955 Oracle shares in Q1 2026, an estimated $5.84M.
  • Oracle made up 0.21% of CSM Advisors's portfolio in Q1 2026, its #117 holding.
  • CSM Advisors first reported a position in Oracle in Q1 2021 and has held it in 21 quarters since.
  • CSM Advisors's Oracle position peaked at $33.6M in Q2 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on CSM Advisors's 13F filing for Q1 2026, filed 15 May 2026.