JWM
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Jeppson Wealth Management’s Oracle ORCL Stock Holding History

Jeppson 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 		$3.76M Buy
25,551
+247
+1% +$40.1K 1.18% 17
2025
Q4 		$4.93M Sell
25,304
-141
-0.6% -$33.6K 1.56% 11
2025
Q3 		$7.16M Sell
25,445
-959
-4% -$244K 2.28% 6
2025
Q2 		$5.77M Sell
26,404
-1,016
-4% -$164K 2% 10
2025
Q1 		$3.83M Sell
27,420
-282
-1% -$45.9K 1.4% 14
2024
Q4 		$4.62M Sell
27,702
-167
-0.6% -$29.7K 1.67% 10
2024
Q3 		$4.75M Sell
27,869
-5
-0% -$724 1.7% 9
2024
Q2 		$3.94M Sell
27,874
-99
-0.4% -$12.3K 1.5% 11
2024
Q1 		$3.51M Sell
27,973
-400
-1% -$45.8K 1.36% 13
2023
Q4 		$2.99M Sell
28,373
-251
-0.9% -$27.4K 1.24% 15
2023
Q3 		$3.03M Sell
28,624
-713
-2% -$82.5K 1.39% 14
2023
Q2 		$3.49M Sell
29,337
-1,415
-5% -$146K 1.52% 10
2023
Q1 		$2.86M Sell
30,752
-1,217
-4% -$107K 1.24% 16
2022
Q4 		$2.61M Buy
31,969
+3,191
+11% +$243K 1.1% 19
2022
Q3 		$1.76M Buy
28,778
+2,168
+8% +$159K 0.8% 26
2022
Q2 		$1.86M Buy
26,610
+11,602
+77% +$849K 0.8% 26
2022
Q1 		$1.24M Buy
15,008
+484
+3% +$39.2K 0.58% 43
2021
Q4 		$1.27M Sell
14,524
-200
-1% -$18.8K 0.61% 38
2021
Q3 		$1.28M Hold
14,724
– – 0.67% 33
2021
Q2 		$1.15M Sell
14,724
-1,000
-6% -$78.3K 0.62% 42
2021
Q1 		$1.1M Sell
15,724
-1,150
-7% -$74.5K 0.66% 39
2020
Q4 		$1.09M Buy
16,874
+125
+0.7% +$7.44K 0.73% 32
2020
Q3 		$1M Buy
+16,749
New +$951K 0.78% 31

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

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

Jeppson Wealth Management increased its Oracle (ORCL) stake by 0.98% in Q1 2026, buying an estimated $40.1K and bringing the position to 25,551 shares worth $3.76M. The position accounts for 1.18% of the portfolio, ranked #17.

Jeppson Wealth Management first reported a position in ORCL in Q3 2020 and has held it in 23 quarters since. The position peaked at $7.16M in Q3 2025. 3,471 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Jeppson Wealth Management held 25,551 shares of Oracle worth $3.76M as of Q1 2026.
  • Jeppson Wealth Management bought 247 Oracle shares in Q1 2026, an estimated $40.1K.
  • Oracle made up 1.18% of Jeppson Wealth Management's portfolio in Q1 2026, its #17 holding.
  • Jeppson Wealth Management first reported a position in Oracle in Q3 2020 and has held it in 23 quarters since.
  • Jeppson Wealth Management's Oracle position peaked at $7.16M in Q3 2025.
  • 3,471 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Jeppson Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.