LWM Advisory Services’s Oracle ORCL Stock Holding History

LWM Advisory Services’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	$247K	Buy	+1,677	New	+$273K	0.26%	71

Other funds holding ORCL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LWM Advisory Services's ORCL Position: Q1 2026 in Review

LWM Advisory Services opened a new position in Oracle (ORCL) in Q1 2026: 1,677 shares worth $247K. The stake represents 0.26% of the portfolio and ranks #71 among its holdings.

3,472 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

LWM Advisory Services held 1,677 shares of Oracle worth $247K as of Q1 2026.
Oracle was a new LWM Advisory Services position in Q1 2026.
Oracle made up 0.26% of LWM Advisory Services's portfolio in Q1 2026, its #71 holding.
3,472 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on LWM Advisory Services's 13F filing for Q1 2026, filed 29 Apr 2026.