Lumbard & Kellner’s Oracle ORCL Stock Holding History

Lumbard & Kellner’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	$562K	Buy	3,835 +60	+2%	+$10.9K	0.17%	75
2026 Q1	$555K	Sell	3,775 -53	-1%	-$8.62K	0.19%	71
2025 Q4	$746K	Sell	3,828 -12	-0.3%	-$2.86K	0.26%	65
2025 Q3	$1.08M	Sell	3,840 -27,725	-88%	-$7.06M	0.4%	49
2025 Q2	$6.9M	Sell	31,565 -35,070	-53%	-$5.66M	3.01%	9
2025 Q1	$9.32M	Buy	66,635 +623	+0.9%	+$101K	4.11%	1
2024 Q4	$11M	Sell	66,012 -2,312	-3%	-$411K	4.73%	2
2024 Q3	$11.6M	Buy	68,324 +871	+1%	+$126K	5.13%	1
2024 Q2	$9.52M	Buy	+67,453	New	+$8.38M	4.5%	1
2022 Q4	–	Sell	-126	Closed	-$8K	–	90
2022 Q3	$8K	Hold	126	–	–	﹤0.01%	84
2022 Q2	$9K	Buy	+126	New	+$9.22K	﹤0.01%	80
2015 Q1	–	Sell	-7,852	Closed	-$353K	–	90
2014 Q4	$353K	Hold	7,852	–	–	0.25%	61
2014 Q3	$301K	Hold	7,852	–	–	0.21%	66
2014 Q2	$319K	Buy	7,852 +352	+5%	+$14.5K	0.23%	65
2014 Q1	$287K	Hold	7,500	–	–	0.25%	61
2013 Q4	$287K	Buy	+7,500	New	+$258K	0.25%	61

Other funds holding ORCL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Lumbard & Kellner's ORCL Position: Q2 2026 in Review

Lumbard & Kellner increased its Oracle (ORCL) stake by 1.6% in Q2 2026, buying an estimated $10.9K and bringing the position to 3,835 shares worth $562K. The position accounts for 0.17% of the portfolio, ranked #75.

Lumbard & Kellner first reported a position in ORCL in Q4 2013 and has held it in 16 quarters since. The position peaked at $11.6M in Q3 2024. 3,537 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Lumbard & Kellner held 3,835 shares of Oracle worth $562K as of Q2 2026.
Lumbard & Kellner bought 60 Oracle shares in Q2 2026, an estimated $10.9K.
Oracle made up 0.17% of Lumbard & Kellner's portfolio in Q2 2026, its #75 holding.
Lumbard & Kellner first reported a position in Oracle in Q4 2013 and has held it in 16 quarters since.
Lumbard & Kellner's Oracle position peaked at $11.6M in Q3 2024.
3,537 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Lumbard & Kellner's 13F filing for Q2 2026, filed 6 Aug 2026.