WJA
ORCL icon

Willis Johnson & Associates’s Oracle ORCL Stock Holding History

Willis Johnson & Associates’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 		$271K Sell
1,845
-35
-2% -$5.69K 0.02% 160
2025
Q4 		$366K Sell
1,880
-525
-22% -$125K 0.02% 124
2025
Q3 		$676K Buy
2,405
+455
+23% +$116K 0.04% 90
2025
Q2 		$426K Buy
1,950
+156
+9% +$25.2K 0.03% 105
2025
Q1 		$251K Sell
1,794
-7
-0.4% -$1.14K 0.02% 135
2024
Q4 		$300K Sell
1,801
-235
-12% -$41.7K 0.02% 116
2024
Q3 		$347K Sell
2,036
-49
-2% -$7.1K 0.03% 114
2024
Q2 		$294K Buy
2,085
+40
+2% +$4.97K 0.02% 125
2024
Q1 		$257K Buy
+2,045
New +$234K 0.02% 126
2023
Q4 		– Sell
-2,053
Closed -$217K – 148
2023
Q3 		$217K Buy
+2,053
New +$238K 0.02% 116

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

Willis Johnson & Associates's ORCL Position: Q1 2026 in Review

Willis Johnson & Associates reduced its Oracle (ORCL) stake by 1.9% in Q1 2026, selling an estimated $5.69K and leaving 1,845 shares worth $271K. The position accounts for 0.02% of the portfolio, ranked #160.

Willis Johnson & Associates first reported a position in ORCL in Q3 2023 and has held it in 10 quarters since. The position peaked at $676K in Q3 2025. 3,473 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Willis Johnson & Associates held 1,845 shares of Oracle worth $271K as of Q1 2026.
  • Willis Johnson & Associates sold 35 Oracle shares in Q1 2026, an estimated $5.69K.
  • Oracle made up 0.02% of Willis Johnson & Associates's portfolio in Q1 2026, its #160 holding.
  • Willis Johnson & Associates first reported a position in Oracle in Q3 2023 and has held it in 10 quarters since.
  • Willis Johnson & Associates's Oracle position peaked at $676K in Q3 2025.
  • 3,473 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Willis Johnson & Associates's 13F filing for Q1 2026, filed 23 Apr 2026.