MIM
ORCL icon

MTM Investment Management’s Oracle ORCL Stock Holding History

MTM Investment 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 		$153K Hold
1,037
– – 0.05% 223
2025
Q4 		$202K Hold
1,037
– – 0.06% 199
2025
Q3 		$292K Sell
1,037
-656
-39% -$167K 0.09% 173
2025
Q2 		$370K Hold
1,693
– – 0.12% 146
2025
Q1 		$240K Hold
1,693
– – 0.09% 181
2024
Q4 		$282K Hold
1,693
– – 0.11% 159
2024
Q3 		$289K Hold
1,693
– – 0.11% 154
2024
Q2 		$239K Sell
1,693
-50
-3% -$6.21K 0.1% 166
2024
Q1 		$219K Buy
+1,743
New +$199K 0.09% 178

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

MTM Investment Management's ORCL Position: Q1 2026 in Review

MTM Investment Management held its Oracle (ORCL) position steady in Q1 2026 at 1,037 shares worth $153K. The position accounts for 0.05% of the portfolio, ranked #223.

MTM Investment Management first reported a position in ORCL in Q1 2024 and has held it in 9 quarters since. The position peaked at $370K in Q2 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • MTM Investment Management held 1,037 shares of Oracle worth $153K as of Q1 2026.
  • MTM Investment Management left its Oracle share count unchanged in Q1 2026.
  • Oracle made up 0.05% of MTM Investment Management's portfolio in Q1 2026, its #223 holding.
  • MTM Investment Management first reported a position in Oracle in Q1 2024 and has held it in 9 quarters since.
  • MTM Investment Management's Oracle position peaked at $370K in Q2 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on MTM Investment Management's 13F filing for Q1 2026, filed 6 May 2026.