LCM Capital Management
ORCL icon

LCM Capital Management’s Oracle ORCL Stock Holding History

LCM Capital 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
Q3 		$1.18M Sell
8,573
-206
-2% -$29.1K 0.5% 32
2026
Q2 		$1.29M Sell
8,779
-39
-0.4% -$7.07K 0.56% 27
2026
Q1 		$1.3M Buy
8,818
+26
+0.3% +$4.23K 0.65% 25
2025
Q4 		$1.71M Sell
8,792
-42
-0.5% -$10K 0.83% 21
2025
Q3 		$2.48M Sell
8,834
-3
-0% -$764 1.19% 16
2025
Q2 		$1.93M Buy
8,837
+25
+0.3% +$4.04K 1% 18
2025
Q1 		$1.23M Hold
8,812
– – 0.72% 26
2024
Q4 		$1.47M Buy
8,812
+6
+0.1% +$1.07K 0.83% 21
2024
Q3 		$1.5M Buy
8,806
+33
+0.4% +$4.78K 0.86% 20
2024
Q2 		$1.24M Buy
8,773
+63
+0.7% +$7.82K 0.77% 25
2024
Q1 		$1.09M Buy
8,710
+306
+4% +$35K 0.71% 27
2023
Q4 		$886K Sell
8,404
-36
-0.4% -$3.93K 0.64% 29
2023
Q3 		$894K Buy
8,440
+23
+0.3% +$2.66K 0.73% 23
2023
Q2 		$1M Buy
8,417
+1
+0% +$103 0.81% 22
2023
Q1 		$782K Buy
8,416
+125
+2% +$11K 0.68% 29
2022
Q4 		$678K Sell
8,291
-81
-1% -$6.16K 0.66% 31
2022
Q3 		$511K Sell
8,372
-8
-0.1% -$586 0.54% 34
2022
Q2 		$586K Sell
8,380
-539
-6% -$39.5K 0.58% 33
2022
Q1 		$738K Buy
8,919
+336
+4% +$27.2K 0.6% 32
2021
Q4 		$749K Sell
8,583
-54
-0.6% -$5.07K 0.58% 33
2021
Q3 		$753K Sell
8,637
-220
-2% -$19.4K 0.64% 30
2021
Q2 		$689K Sell
8,857
-410
-4% -$32.1K 0.57% 33
2021
Q1 		$650K Sell
9,267
-619
-6% -$40.1K 0.58% 35
2020
Q4 		$637K Buy
+9,886
New +$589K 0.61% 33

Other funds holding ORCL

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
WAM
WT Asset Management Hong Kong $6.18B AUM 432.25% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

LCM Capital Management's ORCL Position: Q3 2026 in Review

LCM Capital Management reduced its Oracle (ORCL) stake by 2.3% in Q3 2026, selling an estimated $29.1K and leaving 8,573 shares worth $1.18M. The position accounts for 0.5% of the portfolio, ranked #32.

LCM Capital Management first reported a position in ORCL in Q4 2020 and has held it in 24 quarters since. The position peaked at $2.48M in Q3 2025. 1,465 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • LCM Capital Management held 8,573 shares of Oracle worth $1.18M as of Q3 2026.
  • LCM Capital Management sold 206 Oracle shares in Q3 2026, an estimated $29.1K.
  • Oracle made up 0.5% of LCM Capital Management's portfolio in Q3 2026, its #32 holding.
  • LCM Capital Management first reported a position in Oracle in Q4 2020 and has held it in 24 quarters since.
  • LCM Capital Management's Oracle position peaked at $2.48M in Q3 2025.
  • 1,465 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on LCM Capital Management's 13F filing for Q3 2026, filed 20 Oct 2026.