LVM Capital Management’s Oracle ORCL Stock Holding History

LVM Capital 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 Q2	$734K	Sell	5,011 -100	-2%	-$18.1K	0.06%	94
2026 Q1	$752K	Sell	5,111 -100	-2%	-$16.3K	0.07%	88
2025 Q4	$1.02M	Sell	5,211 -50	-1%	-$11.9K	0.09%	74
2025 Q3	$1.48M	Hold	5,261	–	–	0.14%	65
2025 Q2	$1.15M	Hold	5,261	–	–	0.12%	70
2025 Q1	$736K	Sell	5,261 -50	-0.9%	-$8.14K	0.08%	88
2024 Q4	$885K	Sell	5,311 -423	-7%	-$75.1K	0.1%	78
2024 Q3	$810K	Hold	5,734	–	–	0.09%	79
2024 Q2	$810K	Buy	5,734 +823	+17%	+$102K	0.09%	79
2024 Q1	$617K	Sell	4,911 -1,075	-18%	-$123K	0.07%	96
2023 Q4	$631K	Buy	5,986 +200	+3%	+$21.8K	0.08%	92
2023 Q3	$613K	Hold	5,786	–	–	0.09%	89
2023 Q2	$689K	Hold	5,786	–	–	0.09%	85
2023 Q1	$538K	Buy	5,786 +900	+18%	+$78.9K	0.07%	91
2022 Q4	$399K	Hold	4,886	–	–	0.06%	99
2022 Q3	$298K	Sell	4,886 -625	-11%	-$45.8K	0.05%	105
2022 Q2	$385K	Hold	5,511	–	–	0.06%	99
2022 Q1	$456K	Sell	5,511 -175	-3%	-$14.2K	0.06%	99
2021 Q4	$496K	Buy	5,686 +50	+0.9%	+$4.7K	0.07%	85
2021 Q3	$491K	Hold	5,636	–	–	0.07%	85
2021 Q2	$439K	Sell	5,636 -75	-1%	-$5.87K	0.07%	87
2021 Q1	$401K	Sell	5,711 -700	-11%	-$45.3K	0.07%	87
2020 Q4	$415K	Sell	6,411 -150	-2%	-$8.93K	0.07%	83
2020 Q3	$392K	Sell	6,561 -308	-4%	-$17.5K	0.08%	76
2020 Q2	$380K	Buy	6,869 +500	+8%	+$26.5K	0.08%	76
2020 Q1	$308K	Buy	6,369 +408	+7%	+$21.1K	0.08%	79
2019 Q4	$316K	Sell	5,961 -490	-8%	-$27K	0.06%	89
2019 Q3	$355K	Buy	6,451 +500	+8%	+$27.6K	0.08%	84
2019 Q2	$339K	Hold	5,951	–	–	0.08%	82
2019 Q1	$320K	Sell	5,951 -258	-4%	-$13.1K	0.07%	87
2018 Q4	$280K	Sell	6,209 -350	-5%	-$16.8K	0.07%	88
2018 Q3	$338K	Sell	6,559 -1,000	-13%	-$48.6K	0.08%	91
2018 Q2	$333K	Sell	7,559 -50	-0.7%	-$2.3K	0.08%	85
2018 Q1	$348K	Sell	7,609 -300	-4%	-$14.9K	0.08%	83
2017 Q4	$374K	Sell	7,909 -800	-9%	-$39.2K	0.08%	81
2017 Q3	$421K	Buy	8,709 +259	+3%	+$12.9K	0.1%	74
2017 Q2	$424K	Buy	8,450 +900	+12%	+$41K	0.11%	73
2017 Q1	$337K	Hold	7,550	–	–	0.09%	83
2016 Q4	$290K	Sell	7,550 -1,125	-13%	-$44K	0.08%	90
2016 Q3	$352K	Buy	8,675 +625	+8%	+$25.5K	0.11%	76
2016 Q2	$329K	Hold	8,050	–	–	0.1%	83
2016 Q1	$329K	Hold	8,050	–	–	0.1%	80
2015 Q4	$294K	Sell	8,050 -200	-2%	-$7.64K	0.1%	83
2015 Q3	$298K	Hold	8,250	–	–	0.11%	80
2015 Q2	$332K	Hold	8,250	–	–	0.11%	79
2015 Q1	$356K	Sell	8,250 -425	-5%	-$18.4K	0.12%	73
2014 Q4	$390K	Hold	8,675	–	–	0.13%	70
2014 Q3	$332K	Hold	8,675	–	–	0.11%	80
2014 Q2	$352K	Hold	8,675	–	–	0.11%	76
2014 Q1	$355K	Hold	8,675	–	–	0.12%	77
2013 Q4	$332K	Hold	8,675	–	–	0.12%	84
2013 Q3	$288K	Sell	8,675 -700	-7%	-$22.7K	0.11%	87
2013 Q2	$288K	Buy	+9,375	New	+$311K	0.11%	92

Other funds holding ORCL

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

LVM Capital Management's ORCL Position: Q2 2026 in Review

LVM Capital Management reduced its Oracle (ORCL) stake by 2% in Q2 2026, selling an estimated $18.1K and leaving 5,011 shares worth $734K. The position accounts for 0.06% of the portfolio, ranked #94.

LVM Capital Management first reported a position in ORCL in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.48M in Q3 2025. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

LVM Capital Management held 5,011 shares of Oracle worth $734K as of Q2 2026.
LVM Capital Management sold 100 Oracle shares in Q2 2026, an estimated $18.1K.
Oracle made up 0.06% of LVM Capital Management's portfolio in Q2 2026, its #94 holding.
LVM Capital Management first reported a position in Oracle in Q2 2013 and has held it in 53 quarters since.
LVM Capital Management's Oracle position peaked at $1.48M in Q3 2025.
1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on LVM Capital Management's 13F filing for Q2 2026, filed 9 Jul 2026.