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LMCG Investments’s Oracle ORCL Stock Holding History

LMCG Investments’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 		$6.14M Sell
41,890
-554
-1% -$100K 0.33% 91
2026
Q1 		$6.24M Sell
42,444
-27,165
-39% -$4.42M 0.37% 86
2025
Q4 		$13.6M Sell
69,609
-8,836
-11% -$2.1M 0.78% 39
2025
Q3 		$22.1M Sell
78,445
-18,540
-19% -$4.72M 1.3% 15
2025
Q2 		$21.2M Sell
96,985
-6,476
-6% -$1.05M 1.33% 15
2025
Q1 		$14.5M Sell
103,461
-12,203
-11% -$1.99M 0.96% 24
2024
Q4 		$19.3M Sell
115,664
-6,924
-6% -$1.23M 1.18% 17
2024
Q3 		$20.9M Sell
122,588
-3,954
-3% -$573K 1.26% 14
2024
Q2 		$17.9M Sell
126,542
-5,062
-4% -$629K 1.04% 20
2024
Q1 		$16.5M Sell
131,604
-450
-0.3% -$51.5K 0.97% 20
2023
Q4 		$13.9M Buy
132,054
+1,691
+1% +$185K 0.86% 25
2023
Q3 		$13.8M Buy
130,363
+18,566
+17% +$2.15M 0.93% 19
2023
Q2 		$13.3M Sell
111,797
-1,367
-1% -$141K 0.86% 29
2023
Q1 		$10.5M Sell
113,164
-1,092
-1% -$95.8K 0.7% 42
2022
Q4 		$9.34M Sell
114,256
-121
-0.1% -$9.2K 0.65% 50
2022
Q3 		$6.99M Sell
114,377
-2,403
-2% -$176K 0.51% 62
2022
Q2 		$8.16M Sell
116,780
-602
-0.5% -$44.1K 0.56% 52
2022
Q1 		$9.71M Buy
+117,382
New +$9.51M 0.56% 52
2015
Q3 		$7.71M Sell
213,604
-7,615
-3% -$293K 0.17% 241
2015
Q2 		$8.91M Sell
221,219
-826
-0.4% -$35.8K 0.19% 211
2015
Q1 		$9.58M Buy
222,045
+7,132
+3% +$309K 0.2% 208
2014
Q4 		$9.66M Buy
214,913
+1,905
+0.9% +$77.5K 0.21% 201
2014
Q3 		$8.15M Buy
213,008
+1,248
+0.6% +$50.5K 0.18% 225
2014
Q2 		$8.58M Sell
211,760
-19,690
-9% -$810K 0.19% 224
2014
Q1 		$9.47M Buy
231,450
+2,473
+1% +$94.1K 0.21% 206
2013
Q4 		$8.76M Buy
228,977
+6,783
+3% +$233K 0.19% 213
2013
Q3 		$7.37M Sell
222,194
-19,678
-8% -$638K 0.18% 215
2013
Q2 		$7.43M Buy
+241,872
New +$8.03M 0.19% 181

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

LMCG Investments's ORCL Position: Q2 2026 in Review

LMCG Investments reduced its Oracle (ORCL) stake by 1.3% in Q2 2026, selling an estimated $100K and leaving 41,890 shares worth $6.14M. The position accounts for 0.33% of the portfolio, ranked #91.

LMCG Investments first reported a position in ORCL in Q2 2013 and has held it in 28 quarters since. The position peaked at $22.1M in Q3 2025. 3,520 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • LMCG Investments held 41,890 shares of Oracle worth $6.14M as of Q2 2026.
  • LMCG Investments sold 554 Oracle shares in Q2 2026, an estimated $100K.
  • Oracle made up 0.33% of LMCG Investments's portfolio in Q2 2026, its #91 holding.
  • LMCG Investments first reported a position in Oracle in Q2 2013 and has held it in 28 quarters since.
  • LMCG Investments's Oracle position peaked at $22.1M in Q3 2025.
  • 3,520 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on LMCG Investments's 13F filing for Q2 2026, filed 22 Jul 2026.