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Gibbs Wealth Management’s Oracle ORCL Stock Holding History

Gibbs Wealth Management’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 		$5.96M Buy
40,516
+14,902
+58% +$2.42M 0.78% 25
2025
Q4 		$5.08M Sell
25,614
-4,570
-15% -$1.09M 1.23% 17
2025
Q3 		$8.49M Sell
30,184
-11,909
-28% -$3.03M 1.92% 12
2025
Q2 		$9.2M Buy
42,093
+4,783
+13% +$772K 1.77% 11
2025
Q1 		$5.22M Buy
37,310
+8,670
+30% +$1.41M 1.26% 17
2024
Q4 		$4.77M Buy
28,640
+6,769
+31% +$1.2M 1.29% 15
2024
Q3 		$3.73M Buy
21,871
+11,169
+104% +$1.62M 1.21% 16
2024
Q2 		$1.51M Buy
10,702
+2,720
+34% +$338K 0.61% 37
2024
Q1 		$1M Buy
+7,982
New +$914K 0.58% 38

Other funds holding ORCL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Gibbs Wealth Management's ORCL Position: Q1 2026 in Review

Gibbs Wealth Management increased its Oracle (ORCL) stake by 58% in Q1 2026, buying an estimated $2.42M and bringing the position to 40,516 shares worth $5.96M. The position accounts for 0.78% of the portfolio, ranked #25.

Gibbs Wealth Management first reported a position in ORCL in Q1 2024 and has held it in 9 quarters since. The position peaked at $9.2M in Q2 2025. 3,499 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Gibbs Wealth Management held 40,516 shares of Oracle worth $5.96M as of Q1 2026.
  • Gibbs Wealth Management bought 14,902 Oracle shares in Q1 2026, an estimated $2.42M.
  • Oracle made up 0.78% of Gibbs Wealth Management's portfolio in Q1 2026, its #25 holding.
  • Gibbs Wealth Management first reported a position in Oracle in Q1 2024 and has held it in 9 quarters since.
  • Gibbs Wealth Management's Oracle position peaked at $9.2M in Q2 2025.
  • 3,499 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Gibbs Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.