P.J. Schmidt Investment Management (PJS)’s Oracle ORCL Stock Holding History

P.J. Schmidt Investment Management (PJS)’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	$385K	Buy	2,629 +15	+0.6%	+$2.72K	0.06%	157
2026 Q1	$385K	Buy	2,614 +260	+11%	+$42.3K	0.06%	149
2025 Q4	$459K	Buy	2,354 +394	+20%	+$93.8K	0.07%	130
2025 Q3	$551K	Hold	1,960	–	–	0.09%	115
2025 Q2	$429K	Buy	1,960 +60	+3%	+$9.69K	0.07%	141
2025 Q1	$266K	Hold	1,900	–	–	0.05%	160
2024 Q4	$317K	Hold	1,900	–	–	0.05%	147
2024 Q3	$324K	Hold	1,900	–	–	0.06%	152
2024 Q2	$268K	Sell	1,900 -50	-3%	-$6.21K	0.05%	154
2024 Q1	$245K	Hold	1,950	–	–	0.05%	161
2023 Q4	$224K	Buy	1,950 +50	+3%	+$5.46K	0.04%	163
2023 Q3	$206K	Hold	1,900	–	–	0.04%	165
2023 Q2	$224K	Buy	+1,900	New	+$196K	0.04%	162
2015 Q3	–	Sell	-8,150	Closed	-$328K	–	150
2015 Q2	$328K	Sell	8,150 -9	-0.1%	-$390	0.13%	126
2015 Q1	$352K	Buy	8,159 +9	+0.1%	+$390	0.14%	121
2014 Q4	$367K	Hold	8,150	–	–	0.15%	121
2014 Q3	$312K	Buy	8,150 +1,650	+25%	+$66.8K	0.13%	119
2014 Q2	$263K	Hold	6,500	–	–	0.1%	134
2014 Q1	$266K	Sell	6,500 -1,000	-13%	-$38.1K	0.11%	132
2013 Q4	$287K	Hold	7,500	–	–	0.12%	115
2013 Q3	$249K	Sell	7,500 -3,600	-32%	-$117K	0.11%	107
2013 Q2	$341K	Buy	+11,100	New	+$368K	0.16%	90

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

P.J. Schmidt Investment Management (PJS)'s ORCL Position: Q2 2026 in Review

P.J. Schmidt Investment Management (PJS) increased its Oracle (ORCL) stake by 0.57% in Q2 2026, buying an estimated $2.72K and bringing the position to 2,629 shares worth $385K. The position accounts for 0.06% of the portfolio, ranked #157.

P.J. Schmidt Investment Management (PJS) first reported a position in ORCL in Q2 2013 and has held it in 22 quarters since. The position peaked at $551K in Q3 2025. 3,537 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

P.J. Schmidt Investment Management (PJS) held 2,629 shares of Oracle worth $385K as of Q2 2026.
P.J. Schmidt Investment Management (PJS) bought 15 Oracle shares in Q2 2026, an estimated $2.72K.
Oracle made up 0.06% of P.J. Schmidt Investment Management (PJS)'s portfolio in Q2 2026, its #157 holding.
P.J. Schmidt Investment Management (PJS) first reported a position in Oracle in Q2 2013 and has held it in 22 quarters since.
P.J. Schmidt Investment Management (PJS)'s Oracle position peaked at $551K in Q3 2025.
3,537 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on P.J. Schmidt Investment Management (PJS)'s 13F filing for Q2 2026, filed 29 Jul 2026.