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HM Payson & Co’s Oracle ORCL Stock Holding History

HM Payson & Co’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 		$47.7M Buy
325,784
+86,365
+36% +$15.7M 0.63% 42
2026
Q1 		$35.2M Sell
239,419
-7,977
-3% -$1.3M 0.51% 53
2025
Q4 		$48.2M Sell
247,396
-3,622
-1% -$862K 0.68% 40
2025
Q3 		$70.6M Sell
251,018
-2,237
-0.9% -$570K 1.02% 28
2025
Q2 		$55.4M Sell
253,255
-5,431
-2% -$877K 0.88% 34
2025
Q1 		$36.2M Buy
258,686
+228
+0.1% +$37.1K 0.63% 42
2024
Q4 		$43.1M Sell
258,458
-465
-0.2% -$82.6K 0.73% 41
2024
Q3 		$44.1M Sell
258,923
-373
-0.1% -$54K 0.76% 41
2024
Q2 		$36.6M Sell
259,296
-5,798
-2% -$720K 0.67% 47
2024
Q1 		$33.3M Sell
265,094
-5,593
-2% -$640K 0.62% 50
2023
Q4 		$28.5M Sell
270,687
-8,784
-3% -$959K 0.59% 51
2023
Q3 		$29.6M Sell
279,471
-2,322
-0.8% -$269K 0.69% 45
2023
Q2 		$33.6M Sell
281,793
-1,687
-0.6% -$174K 0.75% 42
2023
Q1 		$26.3M Sell
283,480
-878
-0.3% -$77K 0.63% 50
2022
Q4 		$23.2M Sell
284,358
-1,430
-0.5% -$109K 0.58% 48
2022
Q3 		$17.5M Sell
285,788
-3,204
-1% -$235K 0.48% 53
2022
Q2 		$20.2M Sell
288,992
-2,867
-1% -$210K 0.52% 54
2022
Q1 		$24.1M Sell
291,859
-2,387
-0.8% -$193K 0.55% 55
2021
Q4 		$25.7M Buy
294,246
+420
+0.1% +$39.4K 0.56% 51
2021
Q3 		$25.6M Buy
293,826
+548
+0.2% +$48.4K 0.62% 47
2021
Q2 		$22.8M Sell
293,278
-427
-0.1% -$33.4K 0.56% 54
2021
Q1 		$20.6M Sell
293,705
-2,863
-1% -$185K 0.55% 53
2020
Q4 		$19.2M Sell
296,568
-5,111
-2% -$304K 0.53% 53
2020
Q3 		$18M Sell
301,679
-13,413
-4% -$762K 0.55% 51
2020
Q2 		$17.4M Sell
315,092
-13,696
-4% -$726K 0.58% 50
2020
Q1 		$15.9M Sell
328,788
-17,134
-5% -$884K 0.62% 50
2019
Q4 		$18.3M Sell
345,922
-9,642
-3% -$531K 0.59% 54
2019
Q3 		$19.6M Buy
355,564
+2,720
+0.8% +$150K 0.69% 51
2019
Q2 		$20.1M Sell
352,844
-14,278
-4% -$773K 0.72% 49
2019
Q1 		$19.7M Buy
367,122
+350,215
+2,071% +$17.8M 0.75% 51
2018
Q4 		$763K Sell
16,907
-570,644
-97% -$27.3M 2.24% 12
2018
Q3 		$30.3M Sell
587,551
-80,418
-12% -$3.91M 1.36% 23
2018
Q2 		$29.4M Buy
667,969
+102,867
+18% +$4.74M 1.26% 27
2018
Q1 		$25.9M Sell
565,102
-8,547
-1% -$425K 1.07% 32
2017
Q4 		$27.1M Sell
573,649
-7,877
-1% -$386K 1.09% 33
2017
Q3 		$28.1M Sell
581,526
-2,112
-0.4% -$105K 1.21% 28
2017
Q2 		$29.3M Sell
583,638
-1,307
-0.2% -$59.6K 1.32% 23
2017
Q1 		$26.1M Buy
584,945
+11,271
+2% +$469K 1.19% 25
2016
Q4 		$22.1M Buy
573,674
+1,299
+0.2% +$50.8K 1.05% 33
2016
Q3 		$22.5M Sell
572,375
-43,475
-7% -$1.77M 1.1% 29
2016
Q2 		$25.2M Sell
615,850
-19,070
-3% -$761K 1.26% 23
2016
Q1 		$26M Sell
634,920
-27,424
-4% -$1.02M 1.35% 23
2015
Q4 		$24.2M Sell
662,344
-36,166
-5% -$1.38M 1.24% 23
2015
Q3 		$25.2M Buy
698,510
+13,571
+2% +$522K 1.37% 22
2015
Q2 		$27.6M Buy
684,939
+29,534
+5% +$1.28M 1.37% 23
2015
Q1 		$28.3M Buy
655,405
+33,057
+5% +$1.43M 1.41% 21
2014
Q4 		$28M Buy
622,348
+184,121
+42% +$7.49M 1.39% 23
2014
Q3 		$16.8M Sell
438,227
-11,334
-3% -$459K 0.86% 37
2014
Q2 		$18.2M Sell
449,561
-8,398
-2% -$346K 0.94% 36
2014
Q1 		$18.7M Sell
457,959
-138,914
-23% -$5.29M 0.99% 33
2013
Q4 		$22.8M Sell
596,873
-9,232
-2% -$317K 1.22% 24
2013
Q3 		$20.1M Buy
606,105
+15,519
+3% +$503K 1.17% 26
2013
Q2 		$18.1M Buy
+590,586
New +$19.6M 1.09% 27

Other funds holding ORCL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

HM Payson & Co's ORCL Position: Q2 2026 in Review

HM Payson & Co increased its Oracle (ORCL) stake by 36% in Q2 2026, buying an estimated $15.7M and bringing the position to 325,784 shares worth $47.7M. The position accounts for 0.63% of the portfolio, ranked #42.

HM Payson & Co first reported a position in ORCL in Q2 2013 and has held it in 53 quarters since. The position peaked at $70.6M in Q3 2025. 1,378 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • HM Payson & Co held 325,784 shares of Oracle worth $47.7M as of Q2 2026.
  • HM Payson & Co bought 86,365 Oracle shares in Q2 2026, an estimated $15.7M.
  • Oracle made up 0.63% of HM Payson & Co's portfolio in Q2 2026, its #42 holding.
  • HM Payson & Co first reported a position in Oracle in Q2 2013 and has held it in 53 quarters since.
  • HM Payson & Co's Oracle position peaked at $70.6M in Q3 2025.
  • 1,378 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.