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LMG Wealth Partners’s Oracle ORCL Stock Holding History

LMG Wealth Partners’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 		– Sell
-1,269
Closed -$247K – 157
2025
Q4 		$247K Buy
1,269
+1
+0.1% +$238 0.05% 142
2025
Q3 		$357K Buy
1,268
+1
+0.1% +$255 0.07% 121
2025
Q2 		$277K Buy
+1,267
New +$205K 0.06% 121
2025
Q1 		– Sell
-1,263
Closed -$211K – 138
2024
Q4 		$211K Buy
1,263
+1
+0.1% +$178 0.05% 124
2024
Q3 		$215K Buy
+1,262
New +$183K 0.05% 118

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

LMG Wealth Partners's ORCL Position: Q1 2026 in Review

LMG Wealth Partners sold out of Oracle (ORCL) in Q1 2026, closing a stake of 1,269 shares — an estimated $247K sold.

LMG Wealth Partners first reported a position in ORCL in Q3 2024 and held it in 5 quarters. The position peaked at $357K in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • LMG Wealth Partners reported no remaining Oracle position as of Q1 2026 after selling out during the quarter.
  • LMG Wealth Partners sold 1,269 Oracle shares in Q1 2026, an estimated $247K.
  • LMG Wealth Partners first reported a position in Oracle in Q3 2024 and held it in 5 quarters.
  • LMG Wealth Partners's Oracle position peaked at $357K in Q3 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on LMG Wealth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.