JCM
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Jacobi Capital Management’s Oracle ORCL Stock Holding History

Jacobi Capital 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 		$3.66M Buy
24,860
+1,212
+5% +$197K 0.2% 93
2025
Q4 		$4.61M Buy
23,648
+260
+1% +$61.9K 0.27% 67
2025
Q3 		$6.58M Sell
23,388
-1,006
-4% -$256K 0.4% 42
2025
Q2 		$5.33M Buy
24,394
+507
+2% +$81.9K 0.35% 53
2025
Q1 		$3.34M Buy
23,887
+2,331
+11% +$380K 0.25% 75
2024
Q4 		$3.59M Sell
21,556
-483
-2% -$85.8K 0.27% 71
2024
Q3 		$3.76M Buy
22,039
+6,605
+43% +$957K 0.28% 62
2024
Q2 		$2.18M Buy
15,434
+1,230
+9% +$153K 0.19% 102
2024
Q1 		$1.78M Buy
14,204
+1,109
+8% +$127K 0.16% 119
2023
Q4 		$1.38M Buy
13,095
+2,310
+21% +$252K 0.14% 139
2023
Q3 		$1.14M Buy
10,785
+1,185
+12% +$137K 0.13% 152
2023
Q2 		$1.14M Buy
9,600
+1,036
+12% +$107K 0.13% 158
2023
Q1 		$796K Sell
8,564
-1,329
-13% -$117K 0.09% 203
2022
Q4 		$809K Buy
9,893
+357
+4% +$27.1K 0.1% 201
2022
Q3 		$582K Sell
9,536
-26
-0.3% -$1.9K 0.08% 225
2022
Q2 		$668K Buy
9,562
+2,186
+30% +$160K 0.09% 212
2022
Q1 		$610K Sell
7,376
-108
-1% -$8.75K 0.07% 231
2021
Q4 		$653K Buy
7,484
+69
+0.9% +$6.48K 0.08% 223
2021
Q3 		$646K Buy
7,415
+1,594
+27% +$141K 0.08% 205
2021
Q2 		$453K Sell
5,821
-173
-3% -$13.5K 0.06% 248
2021
Q1 		$421K Buy
5,994
+455
+8% +$29.5K 0.06% 244
2020
Q4 		$358K Buy
5,539
+224
+4% +$13.3K 0.06% 249
2020
Q3 		$317K Sell
5,315
-1,666
-24% -$94.6K 0.06% 241
2020
Q2 		$386K Buy
6,981
+4
+0.1% +$212 0.07% 208
2020
Q1 		$337K Buy
6,977
+302
+5% +$15.6K 0.07% 202
2019
Q4 		$354K Buy
6,675
+4,310
+182% +$237K 0.06% 228
2019
Q3 		$130K Sell
2,365
-198
-8% -$10.9K 0.03% 321
2019
Q2 		$146K Buy
2,563
+3
+0.1% +$162 0.03% 306
2019
Q1 		$138K Sell
2,560
-499
-16% -$25.4K 0.04% 270
2018
Q4 		$138K Sell
3,059
-1,548
-34% -$74.2K 0.04% 263
2018
Q3 		$238K Buy
4,607
+1,151
+33% +$55.9K 0.06% 194
2018
Q2 		$152K Buy
3,456
+1,148
+50% +$52.9K 0.04% 252
2018
Q1 		$104K Buy
2,308
+501
+28% +$24.9K 0.03% 291
2017
Q4 		$89K Sell
1,807
-50
-3% -$2.45K 0.03% 281
2017
Q3 		$90K Hold
1,857
– – 0.03% 256
2017
Q2 		$92K Hold
1,857
– – 0.04% 222
2017
Q1 		$83K Buy
1,857
+357
+24% +$14.9K 0.04% 179
2016
Q4 		$59K Sell
1,500
-562
-27% -$22K 0.04% 204
2016
Q3 		$80K Buy
2,062
+1
+0% +$41 0.04% 177
2016
Q2 		$84K Buy
+2,061
New +$82.3K 0.04% 163

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

Jacobi Capital Management's ORCL Position: Q1 2026 in Review

Jacobi Capital Management increased its Oracle (ORCL) stake by 5.1% in Q1 2026, buying an estimated $197K and bringing the position to 24,860 shares worth $3.66M. The position accounts for 0.2% of the portfolio, ranked #93.

Jacobi Capital Management first reported a position in ORCL in Q2 2016 and has held it in 40 quarters since. The position peaked at $6.58M in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Jacobi Capital Management held 24,860 shares of Oracle worth $3.66M as of Q1 2026.
  • Jacobi Capital Management bought 1,212 Oracle shares in Q1 2026, an estimated $197K.
  • Oracle made up 0.2% of Jacobi Capital Management's portfolio in Q1 2026, its #93 holding.
  • Jacobi Capital Management first reported a position in Oracle in Q2 2016 and has held it in 40 quarters since.
  • Jacobi Capital Management's Oracle position peaked at $6.58M in Q3 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Jacobi Capital Management's 13F filing for Q1 2026, filed 14 May 2026.