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Lockheed Martin Investment Management’s Oracle ORCL Stock Holding History

Lockheed Martin Investment Management’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 		$2.85M Buy
19,400
+200
+1% +$32.5K 0.1% 93
2025
Q4 		$3.74M Sell
19,200
-22,640
-54% -$5.39M 0.13% 83
2025
Q3 		$11.8M Sell
41,840
-4,470
-10% -$1.14M 0.43% 46
2025
Q2 		$10.1M Sell
46,310
-5,040
-10% -$814K 0.37% 49
2025
Q1 		$7.18M Buy
51,350
+2,110
+4% +$344K 0.29% 68
2024
Q4 		$8.21M Sell
49,240
-730
-1% -$130K 0.33% 61
2024
Q3 		$8.51M Sell
49,970
-1,520
-3% -$220K 0.39% 56
2024
Q2 		$7.27M Buy
51,490
+11,230
+28% +$1.39M 0.42% 52
2024
Q1 		$4.76M Sell
40,260
-2,950
-7% -$338K 0.35% 58
2023
Q4 		$4.68M Sell
43,210
-2,800
-6% -$306K 0.33% 53
2023
Q3 		$4.72M Buy
46,010
+15,530
+51% +$1.8M 0.36% 53
2023
Q2 		$3.63M Buy
30,480
+9,420
+45% +$974K 0.21% 62
2023
Q1 		$1.96M Sell
21,060
-69,840
-77% -$6.12M 0.11% 84
2022
Q4 		$7.43M Buy
90,900
+22,243
+32% +$1.69M 0.49% 51
2022
Q3 		$4.19M Sell
68,657
-14,100
-17% -$1.03M 0.34% 57
2022
Q2 		$5.78M Sell
82,757
-5,290
-6% -$387K 0.39% 57
2022
Q1 		$7.28M Buy
88,047
+49,840
+130% +$4.04M 0.4% 59
2021
Q4 		$3.33M Hold
38,207
– – 0.18% 93
2021
Q3 		$3.33M Sell
38,207
-1,080
-3% -$95.4K 0.18% 67
2021
Q2 		$3.06M Sell
39,287
-139,020
-78% -$10.9M 0.16% 72
2021
Q1 		$12.5M Buy
178,307
+100,520
+129% +$6.51M 0.64% 44
2020
Q4 		$5.03M Sell
77,787
-200
-0.3% -$11.9K 0.26% 66
2020
Q3 		$4.66M Sell
77,987
-8,800
-10% -$500K 0.29% 55
2020
Q2 		$4.8M Hold
86,787
– – 0.32% 55
2020
Q1 		$4.19M Hold
86,787
– – 0.29% 53
2019
Q4 		$4.6M Buy
86,787
+12,577
+17% +$692K 0.24% 56
2019
Q3 		$4.08M Sell
74,210
-44,840
-38% -$2.48M 0.26% 65
2019
Q2 		$6.78M Buy
+119,050
New +$6.44M 0.31% 76
2018
Q1 		– Sell
-42,220
Closed -$2M – 135
2017
Q4 		$2M Sell
42,220
-90,240
-68% -$4.43M 0.09% 72
2017
Q3 		$6.4M Sell
132,460
-33,700
-20% -$1.68M 0.34% 38
2017
Q2 		$8.33M Buy
166,160
+92,500
+126% +$4.22M 0.46% 35
2017
Q1 		$3.29M Buy
73,660
+13,000
+21% +$541K 0.19% 71
2016
Q4 		$2.33M Sell
60,660
-40,340
-40% -$1.58M 0.2% 62
2016
Q3 		$3.97M Sell
101,000
-92,000
-48% -$3.75M 0.34% 39
2016
Q2 		$7.9M Buy
193,000
+30,000
+18% +$1.2M 0.78% 21
2016
Q1 		$6.67M Buy
163,000
+144,000
+758% +$5.33M 0.64% 22
2015
Q4 		$694K Hold
19,000
– – 0.07% 70
2015
Q3 		$686K Hold
19,000
– – 0.08% 77
2015
Q2 		$766K Buy
+19,000
New +$824K 0.04% 106
2014
Q3 		– Sell
-63,000
Closed -$2.55M – 127
2014
Q2 		$2.55M Sell
63,000
-125,000
-66% -$5.14M 0.12% 66
2014
Q1 		$7.69M Buy
+188,000
New +$7.16M 0.39% 41

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

Lockheed Martin Investment Management's ORCL Position: Q1 2026 in Review

Lockheed Martin Investment Management increased its Oracle (ORCL) stake by 1% in Q1 2026, buying an estimated $32.5K and bringing the position to 19,400 shares worth $2.85M. The position accounts for 0.1% of the portfolio, ranked #93.

Lockheed Martin Investment Management first reported a position in ORCL in Q1 2014 and has held it in 41 quarters since. The position peaked at $12.5M in Q1 2021. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Lockheed Martin Investment Management held 19,400 shares of Oracle worth $2.85M as of Q1 2026.
  • Lockheed Martin Investment Management bought 200 Oracle shares in Q1 2026, an estimated $32.5K.
  • Oracle made up 0.1% of Lockheed Martin Investment Management's portfolio in Q1 2026, its #93 holding.
  • Lockheed Martin Investment Management first reported a position in Oracle in Q1 2014 and has held it in 41 quarters since.
  • Lockheed Martin Investment Management's Oracle position peaked at $12.5M in Q1 2021.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Lockheed Martin Investment Management's 13F filing for Q1 2026, filed 7 May 2026.