SWM
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Stockman Wealth Management’s Oracle ORCL Stock Holding History

Stockman 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 		$810K Buy
5,504
+25
+0.5% +$4.06K 0.09% 85
2025
Q4 		$1.07M Buy
5,479
+261
+5% +$62.1K 0.12% 76
2025
Q3 		$1.47M Sell
5,218
-381
-7% -$97K 0.18% 65
2025
Q2 		$1.22M Hold
5,599
– – 0.17% 67
2025
Q1 		$783K Sell
5,599
-241
-4% -$39.2K 0.12% 80
2024
Q4 		$973K Sell
5,840
-269
-4% -$47.8K 0.15% 70
2024
Q3 		$1.04M Sell
6,109
-21
-0.3% -$3.04K 0.16% 68
2024
Q2 		$866K Buy
6,130
+30
+0.5% +$3.73K 0.15% 72
2024
Q1 		$766K Sell
6,100
-29
-0.5% -$3.32K 0.14% 79
2023
Q4 		$646K Sell
6,129
-345
-5% -$37.7K 0.13% 80
2023
Q3 		$686K Sell
6,474
-2,056
-24% -$238K 0.15% 82
2023
Q2 		$1.02M Sell
8,530
-45,296
-84% -$4.68M 0.22% 64
2023
Q1 		$5M Sell
53,826
-153
-0.3% -$13.4K 1.12% 35
2022
Q4 		$4.41M Sell
53,979
-575
-1% -$43.7K 1.01% 38
2022
Q3 		$3.33M Buy
54,554
+2,851
+6% +$209K 0.9% 39
2022
Q2 		$3.61M Buy
51,703
+1,368
+3% +$100K 0.92% 41
2022
Q1 		$4.17M Buy
50,335
+4,141
+9% +$335K 0.86% 40
2021
Q4 		$4.03M Sell
46,194
-1,547
-3% -$145K 0.82% 41
2021
Q3 		$4.16M Sell
47,741
-1,035
-2% -$91.4K 0.93% 39
2021
Q2 		$3.8M Buy
48,776
+1,164
+2% +$91.1K 0.91% 38
2021
Q1 		$3.34M Buy
47,612
+1,773
+4% +$115K 0.93% 38
2020
Q4 		$2.96M Sell
45,839
-126
-0.3% -$7.5K 0.91% 40
2020
Q3 		$2.74M Sell
45,965
-2,878
-6% -$163K 1% 37
2020
Q2 		$2.7M Buy
48,843
+380
+0.8% +$20.1K 1.01% 37
2020
Q1 		$2.34M Sell
48,463
-252
-0.5% -$13K 1.04% 36
2019
Q4 		$2.58M Sell
48,715
-1,567
-3% -$86.3K 0.92% 38
2019
Q3 		$2.77M Buy
50,282
+1,068
+2% +$59K 1.06% 36
2019
Q2 		$2.8M Sell
49,214
-4,328
-8% -$234K 1.14% 31
2019
Q1 		$2.88M Sell
53,542
-30,180
-36% -$1.54M 1.26% 31
2018
Q4 		$3.78M Sell
83,722
-10,289
-11% -$493K 1.81% 20
2018
Q3 		$4.85M Sell
94,011
-1,301
-1% -$63.2K 2.09% 13
2018
Q2 		$4.2M Buy
95,312
+8,685
+10% +$400K 1.92% 17
2018
Q1 		$3.96M Buy
86,627
+2,607
+3% +$130K 1.81% 18
2017
Q4 		$3.97M Buy
84,020
+1,414
+2% +$69.4K 1.78% 18
2017
Q3 		$3.99M Buy
82,606
+60,966
+282% +$3.03M 1.91% 18
2017
Q2 		$1.08M Sell
21,640
-55,568
-72% -$2.53M 1.08% 37
2017
Q1 		$3.44M Buy
77,208
+8,609
+13% +$358K 1.96% 15
2016
Q4 		$2.64M Buy
+68,599
New +$2.68M 1.6% 21

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

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

Stockman Wealth Management increased its Oracle (ORCL) stake by 0.46% in Q1 2026, buying an estimated $4.06K and bringing the position to 5,504 shares worth $810K. The position accounts for 0.09% of the portfolio, ranked #85.

Stockman Wealth Management first reported a position in ORCL in Q4 2016 and has held it in 38 quarters since. The position peaked at $5M in Q1 2023. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Stockman Wealth Management held 5,504 shares of Oracle worth $810K as of Q1 2026.
  • Stockman Wealth Management bought 25 Oracle shares in Q1 2026, an estimated $4.06K.
  • Oracle made up 0.09% of Stockman Wealth Management's portfolio in Q1 2026, its #85 holding.
  • Stockman Wealth Management first reported a position in Oracle in Q4 2016 and has held it in 38 quarters since.
  • Stockman Wealth Management's Oracle position peaked at $5M in Q1 2023.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Stockman Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.