LWM
ORCL icon

Liberty Wealth Management’s Oracle ORCL Stock Holding History

Liberty Wealth 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 		$3.8M Buy
25,810
+405
+2% +$65.8K 0.47% 54
2025
Q4 		$4.95M Buy
25,405
+55
+0.2% +$13.1K 0.64% 40
2025
Q3 		$7.13M Buy
25,350
+1,195
+5% +$304K 1% 28
2025
Q2 		$5.28M Buy
24,155
+219
+0.9% +$35.4K 0.83% 32
2025
Q1 		$3.35M Sell
23,936
-72
-0.3% -$11.7K 0.64% 41
2024
Q4 		$4M Sell
24,008
-170
-0.7% -$30.2K 0.67% 38
2024
Q3 		$4.14M Sell
24,178
-6,006
-20% -$870K 0.7% 37
2024
Q2 		$3.39M Buy
30,184
+7,218
+31% +$896K 0.62% 41
2024
Q1 		$2.88M Buy
22,966
+59
+0.3% +$6.75K 0.56% 41
2023
Q4 		$2.42M Buy
22,907
+231
+1% +$25.2K 0.52% 43
2023
Q3 		$2.4M Sell
22,676
-1,077
-5% -$125K 0.6% 37
2023
Q2 		$2.83M Sell
23,753
-12,372
-34% -$1.28M 0.7% 33
2023
Q1 		$3.3M Buy
+36,125
New +$3.17M 0.68% 38
2022
Q3 		$1.41M Buy
23,076
+399
+2% +$29.2K 0.38% 43
2022
Q2 		$1.58M Buy
22,677
+76
+0.3% +$5.56K 0.64% 38
2022
Q1 		$1.87M Buy
22,601
+52
+0.2% +$4.21K 0.67% 35
2021
Q4 		$1.97K Buy
22,549
+6
+0% +$563 0.09% 53
2021
Q3 		$1.96M Buy
22,543
+121
+0.5% +$10.7K 0.7% 32
2021
Q2 		$1.75M Buy
22,422
+12,336
+122% +$966K 0.68% 27
2021
Q1 		$620K Hold
10,086
– – 0.3% 51
2020
Q4 		$620K Sell
10,086
-186
-2% -$11.1K 0.3% 51
2020
Q3 		$613K Buy
10,272
+113
+1% +$6.42K 0.36% 44
2020
Q2 		$562K Buy
10,159
+13
+0.1% +$689 0.4% 43
2020
Q1 		$490K Sell
10,146
-2,977
-23% -$154K 0.43% 44
2019
Q4 		$695K Buy
13,123
+6,264
+91% +$345K 0.55% 32
2019
Q3 		$377K Sell
6,859
-4,480
-40% -$247K 0.36% 53
2019
Q2 		$646K Buy
11,339
+4,553
+67% +$246K 0.57% 37
2019
Q1 		$364K Buy
6,786
+51
+0.8% +$2.6K 0.27% 53
2018
Q4 		$304K Buy
+6,735
New +$323K 0.23% 64

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

Liberty Wealth Management's ORCL Position: Q1 2026 in Review

Liberty Wealth Management increased its Oracle (ORCL) stake by 1.6% in Q1 2026, buying an estimated $65.8K and bringing the position to 25,810 shares worth $3.8M. The position accounts for 0.47% of the portfolio, ranked #54.

Liberty Wealth Management first reported a position in ORCL in Q4 2018 and has held it in 29 quarters since. The position peaked at $7.13M in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Liberty Wealth Management held 25,810 shares of Oracle worth $3.8M as of Q1 2026.
  • Liberty Wealth Management bought 405 Oracle shares in Q1 2026, an estimated $65.8K.
  • Oracle made up 0.47% of Liberty Wealth Management's portfolio in Q1 2026, its #54 holding.
  • Liberty Wealth Management first reported a position in Oracle in Q4 2018 and has held it in 29 quarters since.
  • Liberty Wealth Management's Oracle position peaked at $7.13M in Q3 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Liberty Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.