Lyell Wealth Management’s Oracle ORCL Stock Holding History

Lyell Wealth 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	$689K	Buy	4,682 +50	+1%	+$8.13K	0.05%	132
2025 Q4	$903K	Buy	4,632 +726	+19%	+$173K	0.07%	119
2025 Q3	$1.1M	Hold	3,906	–	–	0.08%	115
2025 Q2	$854K	Sell	3,906 -21	-0.5%	-$3.39K	0.07%	128
2025 Q1	$549K	Hold	3,927	–	–	0.05%	140
2024 Q4	$654K	Hold	3,927	–	–	0.06%	133
2024 Q3	$669K	Hold	3,927	–	–	0.06%	132
2024 Q2	$554K	Hold	3,927	–	–	0.05%	133
2024 Q1	$493K	Sell	3,927 -470	-11%	-$53.8K	0.05%	140
2023 Q4	$464K	Buy	4,397 +1,820	+71%	+$199K	0.05%	141
2023 Q3	$273K	Buy	2,577 +1	+0%	+$116	0.04%	153
2023 Q2	$307K	Sell	2,576 -5	-0.2%	-$517	0.04%	158
2023 Q1	$240K	Buy	+2,581	New	+$226K	0.03%	181
2021 Q4	–	Sell	-2,565	Closed	-$223K	–	192
2021 Q3	$223K	Hold	2,565	–	–	0.03%	167
2021 Q2	$200K	Buy	+2,565	New	+$201K	0.02%	185

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

Lyell Wealth Management's ORCL Position: Q1 2026 in Review

Lyell Wealth Management increased its Oracle (ORCL) stake by 1.1% in Q1 2026, buying an estimated $8.13K and bringing the position to 4,682 shares worth $689K. The position accounts for 0.05% of the portfolio, ranked #132.

Lyell Wealth Management first reported a position in ORCL in Q2 2021 and has held it in 15 quarters since. The position peaked at $1.1M in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

Lyell Wealth Management held 4,682 shares of Oracle worth $689K as of Q1 2026.
Lyell Wealth Management bought 50 Oracle shares in Q1 2026, an estimated $8.13K.
Oracle made up 0.05% of Lyell Wealth Management's portfolio in Q1 2026, its #132 holding.
Lyell Wealth Management first reported a position in Oracle in Q2 2021 and has held it in 15 quarters since.
Lyell Wealth Management's Oracle position peaked at $1.1M in Q3 2025.
3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Lyell Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.