Linscomb Wealth’s Oracle ORCL Stock Holding History

Linscomb Wealth’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	$6.12M	Sell	41,627 -2,795	-6%	-$454K	0.27%	75
2025 Q4	$8.66M	Sell	44,422 -1,814	-4%	-$432K	0.36%	62
2025 Q3	$13M	Buy	46,236 +1,074	+2%	+$273K	0.56%	36
2025 Q2	$9.87M	Buy	45,162 +786	+2%	+$127K	0.45%	50
2025 Q1	$6.2M	Buy	44,376 +6,947	+19%	+$1.13M	0.31%	76
2024 Q4	$6.24M	Buy	37,429 +813	+2%	+$144K	0.31%	73
2024 Q3	$6.24M	Sell	36,616 -1,935	-5%	-$280K	0.31%	78
2024 Q2	$5.44M	Sell	38,551 -1,324	-3%	-$164K	0.28%	82
2024 Q1	$5.01M	Buy	39,875 +181	+0.5%	+$20.7K	0.26%	89
2023 Q4	$4.18M	Sell	39,694 -766	-2%	-$83.6K	0.23%	92
2023 Q3	$4.29M	Sell	40,460 -425	-1%	-$49.2K	0.25%	90
2023 Q2	$4.87M	Sell	40,885 -687	-2%	-$71K	0.26%	85
2023 Q1	$3.86M	Sell	41,572 -6,235	-13%	-$547K	0.2%	95
2022 Q4	$3.91M	Buy	47,807 +2,845	+6%	+$216K	0.2%	95
2022 Q3	$2.75M	Buy	44,962 +1,939	+5%	+$142K	0.17%	107
2022 Q2	$3.01M	Sell	43,023 -4,149	-9%	-$304K	0.17%	101
2022 Q1	$3.9M	Buy	47,172 +1,346	+3%	+$109K	0.19%	98
2021 Q4	$4M	Buy	45,826 +724	+2%	+$68K	0.19%	97
2021 Q3	$3.93M	Buy	45,102 +1,448	+3%	+$128K	0.2%	96
2021 Q2	$3.4M	Buy	43,654 +2,060	+5%	+$161K	0.17%	103
2021 Q1	$2.92M	Buy	41,594 +1,353	+3%	+$87.6K	0.16%	103
2020 Q4	$2.6M	Buy	40,241 +1,167	+3%	+$69.5K	0.16%	102
2020 Q3	$2.33M	Buy	39,074 +795	+2%	+$45.2K	0.16%	100
2020 Q2	$2.12M	Buy	38,279 +9,688	+34%	+$513K	0.15%	98
2020 Q1	$1.38M	Sell	28,591 -25	-0.1%	-$1.29K	0.12%	106
2019 Q4	$1.52M	Buy	28,616 +1,625	+6%	+$89.5K	0.1%	144
2019 Q3	$1.49M	Buy	26,991 +1,265	+5%	+$69.9K	0.12%	102
2019 Q2	$1.47M	Buy	25,726 +117	+0.5%	+$6.33K	0.12%	101
2019 Q1	$1.38M	Buy	25,609 +138	+0.5%	+$7.03K	0.12%	101
2018 Q4	$1.15M	Sell	25,471 -1	-0%	-$48	0.11%	103
2018 Q3	$1.31M	Sell	25,472 -2,559	-9%	-$124K	0.11%	101
2018 Q2	$1.24M	Buy	28,031 +2,597	+10%	+$120K	0.11%	102
2018 Q1	$1.16M	Buy	25,434 +938	+4%	+$46.6K	0.1%	100
2017 Q4	$1.16M	Sell	24,496 -178	-0.7%	-$8.73K	0.1%	105
2017 Q3	$1.19M	Buy	24,674 +129	+0.5%	+$6.42K	0.1%	99
2017 Q2	$1.23M	Buy	24,545 +434	+2%	+$19.8K	0.11%	98
2017 Q1	$1.08M	Buy	24,111 +261	+1%	+$10.9K	0.1%	105
2016 Q4	$917K	Sell	23,850 -544	-2%	-$21.3K	0.09%	119
2016 Q3	$958K	Buy	24,394 +171	+0.7%	+$6.97K	0.09%	109
2016 Q2	$991K	Sell	24,223 -830	-3%	-$33.1K	0.1%	106
2016 Q1	$1.02M	Sell	25,053 -812	-3%	-$30.1K	0.11%	105
2015 Q4	$945K	Buy	25,865 +197	+0.8%	+$7.52K	0.11%	109
2015 Q3	$927K	Sell	25,668 -4,349	-14%	-$167K	0.11%	112
2015 Q2	$1.21M	Buy	30,017 +418	+1%	+$18.1K	0.13%	99
2015 Q1	$1.28M	Sell	29,599 -423	-1%	-$18.3K	0.14%	99
2014 Q4	$1.35M	Buy	30,022 +637	+2%	+$25.9K	0.15%	95
2014 Q3	$1.13M	Buy	29,385 +2,525	+9%	+$102K	0.12%	105
2014 Q2	$1.09M	Sell	26,860 -106	-0.4%	-$4.36K	0.12%	106
2014 Q1	$1.1M	Buy	26,966 +9,811	+57%	+$373K	0.12%	103
2013 Q4	$656K	Sell	17,155 -5,360	-24%	-$184K	0.08%	128
2013 Q3	$747K	Buy	22,515 +12,285	+120%	+$399K	0.1%	112
2013 Q2	$314K	Buy	+10,230	New	+$339K	0.04%	175

Other funds holding ORCL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Linscomb Wealth's ORCL Position: Q1 2026 in Review

Linscomb Wealth reduced its Oracle (ORCL) stake by 6.3% in Q1 2026, selling an estimated $454K and leaving 41,627 shares worth $6.12M. The position accounts for 0.27% of the portfolio, ranked #75.

Linscomb Wealth first reported a position in ORCL in Q2 2013 and has held it in 52 quarters since. The position peaked at $13M in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

Linscomb Wealth held 41,627 shares of Oracle worth $6.12M as of Q1 2026.
Linscomb Wealth sold 2,795 Oracle shares in Q1 2026, an estimated $454K.
Oracle made up 0.27% of Linscomb Wealth's portfolio in Q1 2026, its #75 holding.
Linscomb Wealth first reported a position in Oracle in Q2 2013 and has held it in 52 quarters since.
Linscomb Wealth's Oracle position peaked at $13M in Q3 2025.
3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Linscomb Wealth's 13F filing for Q1 2026, filed 11 May 2026.