Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$47.8M Buy
326,165
+73,566
+29% +$13.3M 0.48% 42
2026
Q1
$37.2M Sell
252,599
-97,647
-28% -$15.9M 0.51% 39
2025
Q4
$68.3M Sell
350,246
-30,431
-8% -$7.25M 0.79% 22
2025
Q3
$107M Buy
380,677
+6,275
+2% +$1.6M 1.32% 14
2025
Q2
$81.9M Sell
374,402
-20,057
-5% -$3.24M 1.15% 18
2025
Q1
$55.1M Buy
394,459
+32,323
+9% +$5.26M 0.85% 26
2024
Q4
$60.3M Buy
362,136
+65,513
+22% +$11.6M 0.82% 26
2024
Q3
$50.5M Buy
296,623
+205,082
+224% +$29.7M 0.76% 28
2024
Q2
$12.9M Buy
91,541
+15,452
+20% +$1.92M 0.53% 50
2024
Q1
$9.56M Sell
76,089
-83,934
-52% -$9.61M 0.38% 64
2023
Q4
$16.9M Buy
160,023
+3,815
+2% +$416K 0.37% 74
2023
Q3
$16.5M Buy
156,208
+10,655
+7% +$1.23M 0.37% 74
2023
Q2
$17.3M Buy
145,553
+12,976
+10% +$1.34M 0.41% 72
2023
Q1
$12.3M Buy
132,577
+40,956
+45% +$3.59M 0.31% 79
2022
Q4
$7.49M Buy
+91,621
New +$6.96M 0.21% 100

Other funds holding ORCL

LBP AM's ORCL Position: Q2 2026 in Review

LBP AM increased its Oracle (ORCL) stake by 29% in Q2 2026, buying an estimated $13.3M and bringing the position to 326,165 shares worth $47.8M. The position accounts for 0.48% of the portfolio, ranked #42.

LBP AM first reported a position in ORCL in Q4 2022 and has held it in 15 quarters since. The position peaked at $107M in Q3 2025. 1,158 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • LBP AM held 326,165 shares of Oracle worth $47.8M as of Q2 2026.
  • LBP AM bought 73,566 Oracle shares in Q2 2026, an estimated $13.3M.
  • Oracle made up 0.48% of LBP AM's portfolio in Q2 2026, its #42 holding.
  • LBP AM first reported a position in Oracle in Q4 2022 and has held it in 15 quarters since.
  • LBP AM's Oracle position peaked at $107M in Q3 2025.
  • 1,158 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on LBP AM's 13F filing for Q2 2026, filed 24 Jul 2026.