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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
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
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

P.J. Schmidt Investment Management (PJS)'s ORCL Position: Q1 2026 in Review

P.J. Schmidt Investment Management (PJS) increased its Oracle (ORCL) stake by 11% in Q1 2026, buying an estimated $42.3K and bringing the position to 2,614 shares worth $385K. The position accounts for 0.06% of the portfolio, ranked #149.

P.J. Schmidt Investment Management (PJS) first reported a position in ORCL in Q2 2013 and has held it in 21 quarters since. The position peaked at $551K in Q3 2025. 3,471 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • P.J. Schmidt Investment Management (PJS) held 2,614 shares of Oracle worth $385K as of Q1 2026.
  • P.J. Schmidt Investment Management (PJS) bought 260 Oracle shares in Q1 2026, an estimated $42.3K.
  • Oracle made up 0.06% of P.J. Schmidt Investment Management (PJS)'s portfolio in Q1 2026, its #149 holding.
  • P.J. Schmidt Investment Management (PJS) first reported a position in Oracle in Q2 2013 and has held it in 21 quarters since.
  • P.J. Schmidt Investment Management (PJS)'s Oracle position peaked at $551K in Q3 2025.
  • 3,471 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on P.J. Schmidt Investment Management (PJS)'s 13F filing for Q1 2026, filed 29 Apr 2026.