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Lakewood Asset Management’s Oracle ORCL Stock Holding History

Lakewood Asset 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 		$271K Buy
1,845
+1
+0.1% +$163 0.17% 92
2025
Q4 		$359K Buy
1,844
+1
+0.1% +$238 0.21% 80
2025
Q3 		$518K Hold
1,843
– – 0.31% 67
2025
Q2 		$403K Sell
1,843
-109
-6% -$17.6K 0.27% 70
2025
Q1 		$273K Sell
1,952
-454
-19% -$73.9K 0.18% 82
2024
Q4 		$401K Buy
2,406
+1
+0% +$178 0.28% 78
2024
Q3 		$410K Sell
2,405
-144
-6% -$20.9K 0.28% 76
2024
Q2 		$360K Buy
2,549
+2
+0.1% +$248 0.25% 77
2024
Q1 		$320K Buy
2,547
+2
+0.1% +$229 0.22% 81
2023
Q4 		$268K Sell
2,545
-249
-9% -$27.2K 0.21% 91
2023
Q3 		$296K Buy
2,794
+2
+0.1% +$232 0.24% 86
2023
Q2 		$332K Buy
2,792
+2
+0.1% +$207 0.26% 82
2023
Q1 		$259K Buy
2,790
+2
+0.1% +$175 0.22% 92
2022
Q4 		$228K Buy
+2,788
New +$212K 0.18% 97

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

Lakewood Asset Management's ORCL Position: Q1 2026 in Review

Lakewood Asset Management increased its Oracle (ORCL) stake by 0.05% in Q1 2026, buying an estimated $163 and bringing the position to 1,845 shares worth $271K. The position accounts for 0.17% of the portfolio, ranked #92.

Lakewood Asset Management first reported a position in ORCL in Q4 2022 and has held it in 14 quarters since. The position peaked at $518K in Q3 2025. 3,473 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Lakewood Asset Management held 1,845 shares of Oracle worth $271K as of Q1 2026.
  • Lakewood Asset Management bought 1 Oracle share in Q1 2026, an estimated $163.
  • Oracle made up 0.17% of Lakewood Asset Management's portfolio in Q1 2026, its #92 holding.
  • Lakewood Asset Management first reported a position in Oracle in Q4 2022 and has held it in 14 quarters since.
  • Lakewood Asset Management's Oracle position peaked at $518K in Q3 2025.
  • 3,473 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Lakewood Asset Management's 13F filing for Q1 2026, filed 23 Apr 2026.