LMKC
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L.M. Kohn & Company’s Oracle ORCL Stock Holding History

L.M. Kohn & 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
2025
Q3 		$1.13M Sell
4,030
-14,399
-78% -$3.67M 1.36% 16
2025
Q2 		$4.03M Sell
18,429
-299
-2% -$48.3K 1.09% 19
2025
Q1 		$2.62M Sell
18,728
-238
-1% -$38.7K 0.68% 24
2024
Q4 		$3.16M Buy
18,966
+875
+5% +$155K 0.82% 20
2024
Q3 		$3.08M Buy
18,091
+532
+3% +$77.1K 0.78% 20
2024
Q2 		$2.48M Buy
17,559
+697
+4% +$86.6K 0.67% 24
2024
Q1 		$2.12M Buy
16,862
+42
+0.2% +$4.81K 0.6% 30
2023
Q4 		$1.77M Buy
16,820
+952
+6% +$104K 0.57% 34
2023
Q3 		$1.68M Hold
15,868
– – 0.61% 27
2023
Q2 		$1.89M Buy
15,868
+500
+3% +$51.7K 0.71% 23
2023
Q1 		$1.43M Buy
15,368
+1
+0% +$88 0.59% 33
2022
Q4 		$1.26M Sell
15,367
-86
-0.6% -$6.54K 0.59% 41
2022
Q3 		$944K Sell
15,453
-267
-2% -$19.5K 0.46% 50
2022
Q2 		$1.1M Buy
15,720
+50
+0.3% +$3.66K 0.51% 51
2022
Q1 		$1.3M Buy
+15,670
New +$1.27M 0.5% 45

Other funds holding ORCL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

L.M. Kohn & Company's ORCL Position: Q3 2025 in Review

L.M. Kohn & Company reduced its Oracle (ORCL) stake by 78% in Q3 2025, selling an estimated $3.67M and leaving 4,030 shares worth $1.13M. The position accounts for 1.36% of the portfolio, ranked #16.

L.M. Kohn & Company first reported a position in ORCL in Q1 2022 and has held it in 15 quarters since. The position peaked at $4.03M in Q2 2025. 3,820 funds tracked by Wall St. Rank hold ORCL as of Q3 2025.

  • L.M. Kohn & Company held 4,030 shares of Oracle worth $1.13M as of Q3 2025.
  • L.M. Kohn & Company sold 14,399 Oracle shares in Q3 2025, an estimated $3.67M.
  • Oracle made up 1.36% of L.M. Kohn & Company's portfolio in Q3 2025, its #16 holding.
  • L.M. Kohn & Company first reported a position in Oracle in Q1 2022 and has held it in 15 quarters since.
  • L.M. Kohn & Company's Oracle position peaked at $4.03M in Q2 2025.
  • 3,820 funds tracked by Wall St. Rank held Oracle as of Q3 2025.

Based on L.M. Kohn & Company's 13F filing for Q3 2025, filed 4 Nov 2025.