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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
Q2 		$2.3M Buy
15,701
+13,554
+631% +$2.46M 0.27% 66
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
– – 0.43% 47
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LM Advisors's ORCL Position: Q2 2026 in Review

LM Advisors increased its Oracle (ORCL) stake by 631% in Q2 2026, buying an estimated $2.46M and bringing the position to 15,701 shares worth $2.3M. The position accounts for 0.27% of the portfolio, ranked #66.

LM Advisors first reported a position in ORCL in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.6M in Q3 2025. 3,513 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • LM Advisors held 15,701 shares of Oracle worth $2.3M as of Q2 2026.
  • LM Advisors bought 13,554 Oracle shares in Q2 2026, an estimated $2.46M.
  • Oracle made up 0.27% of LM Advisors's portfolio in Q2 2026, its #66 holding.
  • LM Advisors first reported a position in Oracle in Q4 2023 and has held it in 11 quarters since.
  • LM Advisors's Oracle position peaked at $4.6M in Q3 2025.
  • 3,513 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on LM Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.