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GM Advisory Group’s Oracle ORCL Stock Holding History

GM Advisory Group’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 		$4.7M Sell
31,950
-123
-0.4% -$20K 0.18% 68
2025
Q4 		$6.25M Buy
32,073
+7,606
+31% +$1.81M 0.24% 58
2025
Q3 		$6.88M Buy
24,467
+2,689
+12% +$685K 0.29% 52
2025
Q2 		$4.76M Buy
21,778
+8,666
+66% +$1.4M 0.24% 55
2025
Q1 		$1.83M Buy
13,112
+148
+1% +$24.1K 0.1% 91
2024
Q4 		$2.16M Buy
12,964
+2
+0% +$355 0.12% 79
2024
Q3 		$2.21M Buy
12,962
+363
+3% +$52.6K 0.13% 76
2024
Q2 		$1.78M Buy
12,599
+9
+0.1% +$1.12K 0.11% 83
2024
Q1 		$1.58M Buy
12,590
+278
+2% +$31.8K 0.11% 84
2023
Q4 		$1.3M Buy
12,312
+245
+2% +$26.7K 0.1% 79
2023
Q3 		$1.28M Buy
12,067
+1,120
+10% +$130K 0.1% 70
2023
Q2 		$1.3M Buy
10,947
+73
+0.7% +$7.55K 0.11% 69
2023
Q1 		$1.01M Buy
10,874
+438
+4% +$38.4K 0.09% 75
2022
Q4 		$853K Buy
10,436
+28
+0.3% +$2.13K 0.09% 79
2022
Q3 		$636K Hold
10,408
– – 0.08% 95
2022
Q2 		$727K Sell
10,408
-92
-0.9% -$6.74K 0.11% 87
2022
Q1 		$869K Buy
10,500
+200
+2% +$16.2K 0.1% 94
2021
Q4 		$898K Sell
10,300
-540
-5% -$50.7K 0.08% 100
2021
Q3 		$944K Hold
10,840
– – 0.1% 97
2021
Q2 		$844K Hold
10,840
– – 0.09% 97
2021
Q1 		$761K Sell
10,840
-336
-3% -$21.8K 0.09% 96
2020
Q4 		$723K Sell
11,176
-1,064
-9% -$63.3K 0.1% 87
2020
Q3 		$731K Sell
12,240
-90
-0.7% -$5.11K 0.11% 77
2020
Q2 		$681K Sell
12,330
-300
-2% -$15.9K 0.13% 84
2020
Q1 		$610K Buy
+12,630
New +$652K 0.17% 70
2019
Q3 		– Sell
-17,155
Closed -$977K – 117
2019
Q2 		$977K Sell
17,155
-1,025
-6% -$55.5K 0.31% 40
2019
Q1 		$976K Sell
18,180
-998
-5% -$50.8K 0.32% 42
2018
Q4 		$866K Buy
19,178
+250
+1% +$12K 0.32% 40
2018
Q3 		$976K Hold
18,928
– – 0.31% 47
2018
Q2 		$834K Sell
18,928
-75
-0.4% -$3.46K 0.25% 50
2018
Q1 		$869K Sell
19,003
-1,000
-5% -$49.7K 0.26% 50
2017
Q4 		$946K Buy
20,003
+773
+4% +$37.9K 0.26% 48
2017
Q3 		$930K Sell
19,230
-4,410
-19% -$219K 0.28% 46
2017
Q2 		$1.19M Hold
23,640
– – 0.37% 40
2017
Q1 		$1.05M Buy
23,640
+2,790
+13% +$116K 0.36% 43
2016
Q4 		$802K Buy
20,850
+1,620
+8% +$63.4K 0.28% 47
2016
Q3 		$755K Sell
19,230
-150
-0.8% -$6.11K 0.28% 38
2016
Q2 		$793K Sell
19,380
-2,339
-11% -$93.4K 0.3% 36
2016
Q1 		$889K Sell
21,719
-2,405
-10% -$89K 0.38% 31
2015
Q4 		$881K Buy
24,124
+2,744
+13% +$105K 0.44% 27
2015
Q3 		$772K Sell
21,380
-250
-1% -$9.61K 0.4% 22
2015
Q2 		$872K Sell
21,630
-3,240
-13% -$141K 0.34% 24
2015
Q1 		$1.07M Buy
24,870
+3,140
+14% +$136K 0.43% 24
2014
Q4 		$977K Sell
21,730
-1,843
-8% -$75K 0.53% 21
2014
Q3 		$902K Buy
23,573
+1,484
+7% +$60.1K 0.68% 21
2014
Q2 		$895K Sell
22,089
-1,139
-5% -$46.9K 0.78% 20
2014
Q1 		$950K Sell
23,228
-105
-0.5% -$4K 0.74% 20
2013
Q4 		$893K Buy
+23,333
New +$802K 0.92% 15

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

GM Advisory Group's ORCL Position: Q1 2026 in Review

GM Advisory Group reduced its Oracle (ORCL) stake by 0.38% in Q1 2026, selling an estimated $20K and leaving 31,950 shares worth $4.7M. The position accounts for 0.18% of the portfolio, ranked #68.

GM Advisory Group first reported a position in ORCL in Q4 2013 and has held it in 48 quarters since. The position peaked at $6.88M in Q3 2025. 3,471 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • GM Advisory Group held 31,950 shares of Oracle worth $4.7M as of Q1 2026.
  • GM Advisory Group sold 123 Oracle shares in Q1 2026, an estimated $20K.
  • Oracle made up 0.18% of GM Advisory Group's portfolio in Q1 2026, its #68 holding.
  • GM Advisory Group first reported a position in Oracle in Q4 2013 and has held it in 48 quarters since.
  • GM Advisory Group's Oracle position peaked at $6.88M in Q3 2025.
  • 3,471 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on GM Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.