Kelman-Lazarov Inc’s Oracle ORCL Stock Holding History

Kelman-Lazarov Inc’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	$217K	Buy	1,475 +138	+10%	+$22.4K	0.03%	137
2025 Q4	$261K	Sell	1,337 -58	-4%	-$13.8K	0.04%	125
2025 Q3	$392K	Buy	1,395 +251	+22%	+$63.9K	0.06%	98
2025 Q2	$250K	Buy	+1,144	New	+$185K	0.04%	108
2023 Q3	–	Sell	-1,783	Closed	-$212K	–	99
2023 Q2	$212K	Buy	+1,783	New	+$184K	0.05%	96
2018 Q3	–	Sell	-5,546	Closed	-$244K	–	103
2018 Q2	$244K	Hold	5,546	–	–	0.13%	96
2018 Q1	$254K	Sell	5,546 -450	-8%	-$22.4K	0.14%	99
2017 Q4	$283K	Sell	5,996 -29	-0.5%	-$1.42K	0.14%	98
2017 Q3	$291K	Sell	6,025 -1,124	-16%	-$55.9K	0.15%	99
2017 Q2	$358K	Sell	7,149 -3,000	-30%	-$137K	0.2%	92
2017 Q1	$453K	Sell	10,149 -2,191	-18%	-$91.2K	0.29%	79
2016 Q4	$474K	Hold	12,340	–	–	0.27%	81
2016 Q3	$480K	Sell	12,340 -926	-7%	-$37.7K	0.27%	81
2016 Q2	$542K	Sell	13,266 -300	-2%	-$12K	0.31%	81
2016 Q1	$558K	Buy	+13,566	New	+$502K	0.33%	80

Other funds holding ORCL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kelman-Lazarov Inc's ORCL Position: Q1 2026 in Review

Kelman-Lazarov Inc increased its Oracle (ORCL) stake by 10% in Q1 2026, buying an estimated $22.4K and bringing the position to 1,475 shares worth $217K. The position accounts for 0.03% of the portfolio, ranked #137.

Kelman-Lazarov Inc first reported a position in ORCL in Q1 2016 and has held it in 15 quarters since. The position peaked at $558K in Q1 2016. 3,474 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

Kelman-Lazarov Inc held 1,475 shares of Oracle worth $217K as of Q1 2026.
Kelman-Lazarov Inc bought 138 Oracle shares in Q1 2026, an estimated $22.4K.
Oracle made up 0.03% of Kelman-Lazarov Inc's portfolio in Q1 2026, its #137 holding.
Kelman-Lazarov Inc first reported a position in Oracle in Q1 2016 and has held it in 15 quarters since.
Kelman-Lazarov Inc's Oracle position peaked at $558K in Q1 2016.
3,474 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Kelman-Lazarov Inc's 13F filing for Q1 2026, filed 27 Apr 2026.