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James J. Burns & Company’s Oracle ORCL Stock Holding History

James J. Burns & Company’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 		$301K Buy
2,043
+2
+0.1% +$325 0.04% 125
2025
Q4 		$398K Hold
2,041
– – 0.05% 110
2025
Q3 		$574K Sell
2,041
-67
-3% -$17.1K 0.09% 86
2025
Q2 		$461K Buy
2,108
+60
+3% +$9.69K 0.08% 92
2025
Q1 		$286K Buy
2,048
+66
+3% +$10.7K 0.05% 120
2024
Q4 		$330K Buy
1,982
+134
+7% +$23.8K 0.06% 105
2024
Q3 		$316K Buy
1,848
+423
+30% +$61.3K 0.06% 103
2024
Q2 		$201K Buy
+1,425
New +$177K 0.04% 124
2024
Q1 		– Sell
-2,025
Closed -$213K – 108
2023
Q4 		$213K Hold
2,025
– – 0.05% 116
2023
Q3 		$215K Hold
2,025
– – 0.06% 99
2023
Q2 		$241K Buy
+2,025
New +$209K 0.06% 101

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

James J. Burns & Company's ORCL Position: Q1 2026 in Review

James J. Burns & Company increased its Oracle (ORCL) stake by 0.1% in Q1 2026, buying an estimated $325 and bringing the position to 2,043 shares worth $301K. The position accounts for 0.04% of the portfolio, ranked #125.

James J. Burns & Company first reported a position in ORCL in Q2 2023 and has held it in 11 quarters since. The position peaked at $574K in Q3 2025. 3,476 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • James J. Burns & Company held 2,043 shares of Oracle worth $301K as of Q1 2026.
  • James J. Burns & Company bought 2 Oracle shares in Q1 2026, an estimated $325.
  • Oracle made up 0.04% of James J. Burns & Company's portfolio in Q1 2026, its #125 holding.
  • James J. Burns & Company first reported a position in Oracle in Q2 2023 and has held it in 11 quarters since.
  • James J. Burns & Company's Oracle position peaked at $574K in Q3 2025.
  • 3,476 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on James J. Burns & Company's 13F filing for Q1 2026, filed 17 Apr 2026.