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KLCM Advisors’s Oracle ORCL Stock Holding History

KLCM Advisors’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 		$559K Sell
3,796
-911
-19% -$148K 0.05% 157
2025
Q4 		$917K Buy
4,707
+766
+19% +$182K 0.08% 122
2025
Q3 		$1.11M Buy
3,941
+54
+1% +$13.8K 0.11% 88
2025
Q2 		$850K Hold
3,887
– – 0.09% 95
2025
Q1 		$543K Buy
3,887
+84
+2% +$13.7K 0.06% 105
2024
Q4 		$634K Sell
3,803
-38
-1% -$6.75K 0.07% 95
2024
Q3 		$654K Buy
3,841
+173
+5% +$25.1K 0.08% 94
2024
Q2 		$518K Buy
3,668
+2
+0.1% +$248 0.06% 100
2024
Q1 		$460K Buy
3,666
+37
+1% +$4.24K 0.06% 103
2023
Q4 		$383K Buy
3,629
+501
+16% +$54.7K 0.06% 107
2023
Q3 		$331K Sell
3,128
-797
-20% -$92.3K 0.06% 100
2023
Q2 		$467K Sell
3,925
-142,048
-97% -$14.7M 0.09% 87
2023
Q1 		$13.6M Sell
145,973
-85,755
-37% -$7.52M 2.69% 14
2022
Q4 		$18.9M Buy
231,728
+527
+0.2% +$40K 3.85% 7
2022
Q3 		$14.1M Buy
231,201
+4,472
+2% +$327K 3.32% 9
2022
Q2 		$15.8M Buy
226,729
+4,401
+2% +$322K 3.52% 8
2022
Q1 		$18.4M Buy
222,328
+3,358
+2% +$272K 3.89% 9
2021
Q4 		$19.1M Sell
218,970
-8,180
-4% -$768K 4.16% 8
2021
Q3 		$19.8M Sell
227,150
-6,104
-3% -$539K 4.25% 6
2021
Q2 		$18.2M Sell
233,254
-43,773
-16% -$3.43M 4.02% 9
2021
Q1 		$19.4M Buy
277,027
+2,942
+1% +$190K 4.41% 4
2020
Q4 		$17.7M Sell
274,085
-9,048
-3% -$539K 4.4% 4
2020
Q3 		$16.9M Sell
283,133
-27,124
-9% -$1.54M 4.92% 3
2020
Q2 		$17.1M Sell
310,257
-17,668
-5% -$936K 4.88% 4
2020
Q1 		$15.8M Sell
327,925
-3,239
-1% -$167K 5.02% 4
2019
Q4 		$17.5M Sell
331,164
-7,142
-2% -$393K 3.89% 11
2019
Q3 		$18.6M Sell
338,306
-376
-0.1% -$20.8K 4.74% 6
2019
Q2 		$19.3M Sell
338,682
-135,778
-29% -$7.35M 4.75% 4
2019
Q1 		$25.5M Sell
474,460
-6,141
-1% -$313K 6.27% 3
2018
Q4 		$21.7M Buy
480,601
+149,433
+45% +$7.16M 6.36% 4
2018
Q3 		$17.1M Sell
331,168
-4,115
-1% -$200K 4.2% 8
2018
Q2 		$14.8M Buy
335,283
+6,010
+2% +$277K 3.89% 9
2018
Q1 		$15.1M Sell
329,273
-9,999
-3% -$497K 4.09% 9
2017
Q4 		$16M Buy
339,272
+7,229
+2% +$355K 3.94% 7
2017
Q3 		$16.1M Buy
332,043
+5,762
+2% +$287K 4.19% 8
2017
Q2 		$16.4M Sell
326,281
-51
-0% -$2.32K 4.47% 8
2017
Q1 		$14.6M Buy
326,332
+3,157
+1% +$131K 4.11% 8
2016
Q4 		$12.4M Buy
323,175
+166,851
+107% +$6.53M 3.66% 11
2016
Q3 		$6.14M Buy
156,324
+5,439
+4% +$222K 1.95% 22
2016
Q2 		$6.18M Buy
+150,885
New +$6.03M 2.14% 21
2015
Q3 		– Sell
-5,428
Closed -$219K – 111
2015
Q2 		$219K Buy
+5,428
New +$235K 0.06% 105

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

KLCM Advisors's ORCL Position: Q1 2026 in Review

KLCM Advisors reduced its Oracle (ORCL) stake by 19% in Q1 2026, selling an estimated $148K and leaving 3,796 shares worth $559K. The position accounts for 0.05% of the portfolio, ranked #157.

KLCM Advisors first reported a position in ORCL in Q2 2015 and has held it in 41 quarters since. The position peaked at $25.5M in Q1 2019. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • KLCM Advisors held 3,796 shares of Oracle worth $559K as of Q1 2026.
  • KLCM Advisors sold 911 Oracle shares in Q1 2026, an estimated $148K.
  • Oracle made up 0.05% of KLCM Advisors's portfolio in Q1 2026, its #157 holding.
  • KLCM Advisors first reported a position in Oracle in Q2 2015 and has held it in 41 quarters since.
  • KLCM Advisors's Oracle position peaked at $25.5M in Q1 2019.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on KLCM Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.