Kimelman & Baird’s Oracle ORCL Stock Holding History

Kimelman & Baird’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	$11.9K	Buy	81 +76	+1,520%	+$12.4K	﹤0.01%	212
2025 Q4	$975	Hold	5	–	–	﹤0.01%	247
2025 Q3	$1.41K	Hold	5	–	–	﹤0.01%	270
2025 Q2	$1.09K	Hold	5	–	–	﹤0.01%	300
2025 Q1	$700	Hold	5	–	–	﹤0.01%	310
2024 Q4	$834	Hold	5	–	–	﹤0.01%	317
2024 Q3	$852	Hold	5	–	–	﹤0.01%	323
2024 Q2	$706	Buy	+5	New	+$621	﹤0.01%	338
2015 Q2	$6.15M	Buy	152,563 +5,328	+4%	+$231K	1.05%	33
2015 Q1	$6.35M	Sell	147,235 -200	-0.1%	-$8.67K	1.16%	32
2014 Q4	$6.63M	Sell	147,435 -3,050	-2%	-$124K	1.19%	30
2014 Q3	$5.76M	Sell	150,485 -3,100	-2%	-$126K	1.09%	36
2014 Q2	$6.22M	Buy	153,585 +19,385	+14%	+$798K	1.1%	33
2014 Q1	$5.49M	Sell	134,200 -18,050	-12%	-$687K	1.02%	33
2013 Q4	$5.83M	Sell	152,250 -2,600	-2%	-$89.4K	1.11%	32
2013 Q3	$5.14M	Sell	154,850 -2,800	-2%	-$90.8K	1.03%	35
2013 Q2	$4.84M	Buy	+157,650	New	+$5.23M	1.02%	37

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

Kimelman & Baird's ORCL Position: Q1 2026 in Review

Kimelman & Baird increased its Oracle (ORCL) stake by 1,520% in Q1 2026, buying an estimated $12.4K and bringing the position to 81 shares worth $11.9K. The position accounts for ﹤0.01% of the portfolio, ranked #212.

Kimelman & Baird first reported a position in ORCL in Q2 2013 and has held it in 17 quarters since. The position peaked at $6.63M in Q4 2014. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

Kimelman & Baird held 81 shares of Oracle worth $11.9K as of Q1 2026.
Kimelman & Baird bought 76 Oracle shares in Q1 2026, an estimated $12.4K.
Oracle made up ﹤0.01% of Kimelman & Baird's portfolio in Q1 2026, its #212 holding.
Kimelman & Baird first reported a position in Oracle in Q2 2013 and has held it in 17 quarters since.
Kimelman & Baird's Oracle position peaked at $6.63M in Q4 2014.
3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Kimelman & Baird's 13F filing for Q1 2026, filed 13 May 2026.