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LM Advisors’s Oracle ORCL Stock Holding History

LM Advisors’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 		$14.6K Sell
2,147
-1,153
-35% -$187K 0.23% 79
2025
Q4 		$16.9K Sell
3,300
-13,062
-80% -$3.11M 0.3% 69
2025
Q3 		$4.6M Sell
16,362
-67
-0.4% -$17.1K 0.66% 25
2025
Q2 		$3.59M Sell
16,429
-68
-0.4% -$11K 0.46% 34
2025
Q1 		$2.31M Sell
16,497
-783
-5% -$127K 0.42% 49
2024
Q4 		$2.88M Buy
17,280
+48
+0.3% +$8.53K 0.52% 39
2024
Q3 		$2.94M Buy
17,232
+55
+0.3% +$7.97K 0.6% 36
2024
Q2 		$2.42M Hold
17,177
– – ﹤0.01% 62
2024
Q1 		$2.16M Sell
17,177
-24
-0.1% -$2.75K 0.34% 61
2023
Q4 		$1.81M Buy
+17,201
New +$1.88M 0.36% 58

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