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Lowe Brockenbrough & Co’s Oracle ORCL Stock Holding History

Lowe Brockenbrough & Co’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 		$18.4M Sell
124,883
-1,268
-1% -$206K 0.92% 29
2025
Q4 		$24.6M Sell
126,151
-16,009
-11% -$3.81M 1.21% 19
2025
Q3 		$40M Sell
142,160
-27,756
-16% -$7.07M 2.06% 8
2025
Q2 		$37.1M Sell
169,916
-1,381
-0.8% -$223K 2.09% 10
2025
Q1 		$23.9M Sell
171,297
-4,261
-2% -$694K 1.58% 9
2024
Q4 		$29.3M Sell
175,558
-4,151
-2% -$737K 1.88% 9
2024
Q3 		$30.6M Sell
179,709
-10,978
-6% -$1.59M 1.95% 8
2024
Q2 		$26.9M Sell
190,687
-2,222
-1% -$276K 1.79% 10
2024
Q1 		$24.2M Buy
192,909
+11,737
+6% +$1.34M 1.64% 10
2023
Q4 		$19.1M Sell
181,172
-24,864
-12% -$2.71M 1.48% 11
2023
Q3 		$21.8M Sell
206,036
-7,975
-4% -$923K 1.69% 8
2023
Q2 		$25.5M Sell
214,011
-2,015
-0.9% -$208K 1.92% 7
2023
Q1 		$20.1M Buy
216,026
+3,797
+2% +$333K 1.63% 12
2022
Q4 		$17.3M Sell
212,229
-5,303
-2% -$403K 1.51% 15
2022
Q3 		$13.3M Sell
217,532
-10,353
-5% -$758K 1.28% 19
2022
Q2 		$15.9M Sell
227,885
-3,270
-1% -$239K 1.39% 18
2022
Q1 		$19.1M Sell
231,155
-3,649
-2% -$296K 1.41% 13
2021
Q4 		$20.5M Buy
234,804
+9,467
+4% +$889K 1.49% 12
2021
Q3 		$19.6M Sell
225,337
-8,415
-4% -$743K 1.53% 11
2021
Q2 		$18.2M Buy
233,752
+2,876
+1% +$225K 1.64% 10
2021
Q1 		$16.2M Buy
230,876
+2,761
+1% +$179K 1.57% 10
2020
Q4 		$14.8M Sell
228,115
-840
-0.4% -$50K 1.6% 10
2020
Q3 		$13.7M Sell
228,955
-3,632
-2% -$206K 1.7% 10
2020
Q2 		$12.9M Sell
232,587
-1,497
-0.6% -$79.3K 1.73% 10
2020
Q1 		$11.3M Sell
234,084
-5,048
-2% -$261K 1.86% 9
2019
Q4 		$12.7M Sell
239,132
-933
-0.4% -$51.4K 1.57% 14
2019
Q3 		$13.2M Buy
240,065
+506
+0.2% +$28K 1.77% 10
2019
Q2 		$13.6M Sell
239,559
-1,108
-0.5% -$60K 1.86% 11
2019
Q1 		$12.9M Sell
240,667
-553
-0.2% -$28.2K 1.81% 12
2018
Q4 		$10.9M Buy
241,220
+1,268
+0.5% +$60.8K 1.78% 12
2018
Q3 		$12.4M Sell
239,952
-3,729
-2% -$181K 1.73% 11
2018
Q2 		$10.7M Buy
243,681
+767
+0.3% +$35.3K 1.58% 13
2018
Q1 		$11.1M Sell
242,914
-3,936
-2% -$196K 1.64% 13
2017
Q4 		$11.7M Sell
246,850
-302
-0.1% -$14.8K 1.67% 11
2017
Q3 		$11.9M Sell
247,152
-1,998
-0.8% -$99.4K 1.83% 8
2017
Q2 		$12.5M Sell
249,150
-3,083
-1% -$141K 1.96% 7
2017
Q1 		$11.3M Buy
252,233
+569
+0.2% +$23.7K 1.8% 10
2016
Q4 		$9.68M Sell
251,664
-1,560
-0.6% -$61K 1.62% 11
2016
Q3 		$9.95M Sell
253,224
-172
-0.1% -$7.01K 1.72% 12
2016
Q2 		$10.4M Sell
253,396
-4,189
-2% -$167K 1.8% 11
2016
Q1 		$10.5M Sell
257,585
-4,000
-2% -$148K 1.81% 9
2015
Q4 		$9.56M Sell
261,585
-4,196
-2% -$160K 1.63% 13
2015
Q3 		$9.6M Buy
265,781
+4,537
+2% +$174K 1.68% 10
2015
Q2 		$10.5M Sell
261,244
-1,490
-0.6% -$64.6K 1.7% 9
2015
Q1 		$11.3M Buy
262,734
+23,960
+10% +$1.04M 1.79% 10
2014
Q4 		$10.7M Sell
238,774
-7,835
-3% -$319K 1.71% 9
2014
Q3 		$9.44M Sell
246,609
-38,759
-14% -$1.57M 1.51% 13
2014
Q2 		$11.6M Sell
285,368
-2,842
-1% -$117K 1.84% 8
2014
Q1 		$11.8M Sell
288,210
-3,476
-1% -$132K 1.96% 6
2013
Q4 		$11.2M Sell
291,686
-14,670
-5% -$504K 1.85% 8
2013
Q3 		$10.2M Buy
306,356
+967
+0.3% +$31.4K 1.85% 7
2013
Q2 		$9.38M Buy
+305,389
New +$10.1M 1.74% 9

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

Lowe Brockenbrough & Co's ORCL Position: Q1 2026 in Review

Lowe Brockenbrough & Co reduced its Oracle (ORCL) stake by 1% in Q1 2026, selling an estimated $206K and leaving 124,883 shares worth $18.4M. The position accounts for 0.92% of the portfolio, ranked #29.

Lowe Brockenbrough & Co first reported a position in ORCL in Q2 2013 and has held it in 52 quarters since. The position peaked at $40M in Q3 2025. 3,471 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Lowe Brockenbrough & Co held 124,883 shares of Oracle worth $18.4M as of Q1 2026.
  • Lowe Brockenbrough & Co sold 1,268 Oracle shares in Q1 2026, an estimated $206K.
  • Oracle made up 0.92% of Lowe Brockenbrough & Co's portfolio in Q1 2026, its #29 holding.
  • Lowe Brockenbrough & Co first reported a position in Oracle in Q2 2013 and has held it in 52 quarters since.
  • Lowe Brockenbrough & Co's Oracle position peaked at $40M in Q3 2025.
  • 3,471 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Lowe Brockenbrough & Co's 13F filing for Q1 2026, filed 7 May 2026.