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Landmark Wealth Management (New York)’s Oracle ORCL Stock Holding History

Landmark Wealth Management (New York)’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 		$348K Buy
2,365
+140
+6% +$22.8K 0.09% 126
2025
Q4 		$434K Sell
2,225
-4,459
-67% -$1.06M 0.17% 66
2025
Q3 		$1.88M Sell
6,684
-30
-0.4% -$7.64K 0.75% 36
2025
Q2 		$1.47M Sell
6,714
-10
-0.1% -$1.61K 0.63% 38
2025
Q1 		$940K Sell
6,724
-64
-0.9% -$10.4K 0.41% 44
2024
Q4 		$1.13M Sell
6,788
-78
-1% -$13.9K 0.5% 41
2024
Q3 		$1.17M Hold
6,866
– – 0.51% 41
2024
Q2 		$969K Hold
6,866
– – 0.76% 29
2024
Q1 		$862K Sell
6,866
-109
-2% -$12.5K 0.4% 46
2023
Q4 		$735K Hold
6,975
– – 0.36% 44
2023
Q3 		$739K Sell
6,975
-6
-0.1% -$695 0.42% 46
2023
Q2 		$831K Buy
6,981
+1
+0% +$103 0.74% 25
2023
Q1 		$649K Sell
6,980
-14
-0.2% -$1.23K 0.36% 46
2022
Q4 		$572K Buy
6,994
+1
+0% +$76 0.41% 43
2022
Q3 		$427K Sell
6,993
-14
-0.2% -$1.02K 0.32% 45
2022
Q2 		$490K Sell
7,007
-7,071
-50% -$518K 0.63% 24
2022
Q1 		$589K Buy
+14,078
New +$1.14M 0.31% 44

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

Landmark Wealth Management (New York)'s ORCL Position: Q1 2026 in Review

Landmark Wealth Management (New York) increased its Oracle (ORCL) stake by 6.3% in Q1 2026, buying an estimated $22.8K and bringing the position to 2,365 shares worth $348K. The position accounts for 0.09% of the portfolio, ranked #126.

Landmark Wealth Management (New York) first reported a position in ORCL in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.88M in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Landmark Wealth Management (New York) held 2,365 shares of Oracle worth $348K as of Q1 2026.
  • Landmark Wealth Management (New York) bought 140 Oracle shares in Q1 2026, an estimated $22.8K.
  • Oracle made up 0.09% of Landmark Wealth Management (New York)'s portfolio in Q1 2026, its #126 holding.
  • Landmark Wealth Management (New York) first reported a position in Oracle in Q1 2022 and has held it in 17 quarters since.
  • Landmark Wealth Management (New York)'s Oracle position peaked at $1.88M in Q3 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Landmark Wealth Management (New York)'s 13F filing for Q1 2026, filed 29 Apr 2026.