Wilson & Boucher Capital Management’s Oracle ORCL Stock Holding History

Wilson & Boucher Capital 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	$2.1M	Buy	14,269 +71	+0.5%	+$11.5K	1.39%	18
2025 Q4	$2.77M	Sell	14,198 -790	-5%	-$188K	1.82%	14
2025 Q3	$4.22M	Buy	14,988 +8	+0.1%	+$2.04K	2.77%	7
2025 Q2	$3.28M	Sell	14,980 -135	-0.9%	-$21.8K	2.28%	11
2025 Q1	$2.11M	Sell	15,115 -540	-3%	-$87.9K	1.57%	15
2024 Q4	$2.61M	Hold	15,655	–	–	1.85%	13
2024 Q3	$2.67M	Sell	15,655 -635	-4%	-$92K	1.84%	13
2024 Q2	$2.3M	Buy	16,290 +50	+0.3%	+$6.21K	1.76%	13
2024 Q1	$2.04M	Sell	16,240 -1,400	-8%	-$160K	1.61%	16
2023 Q4	$1.86M	Buy	17,640 +200	+1%	+$21.8K	1.57%	18
2023 Q3	$1.85M	Sell	17,440 -100	-0.6%	-$11.6K	1.76%	18
2023 Q2	$2.09M	Sell	17,540 -190	-1%	-$19.6K	1.88%	14
2023 Q1	$1.65M	Hold	17,730	–	–	1.58%	18
2022 Q4	$1.45M	Buy	17,730 +530	+3%	+$40.3K	1.49%	20
2022 Q3	$1.05M	Sell	17,200 -100	-0.6%	-$7.32K	1.22%	26
2022 Q2	$1.21M	Sell	17,300 -500	-3%	-$36.6K	1.33%	24
2022 Q1	$1.47M	Buy	17,800 +200	+1%	+$16.2K	1.33%	21
2021 Q4	$1.53M	Buy	+17,600	New	+$1.65M	1.38%	18

Other funds holding ORCL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wilson & Boucher Capital Management's ORCL Position: Q1 2026 in Review

Wilson & Boucher Capital Management increased its Oracle (ORCL) stake by 0.5% in Q1 2026, buying an estimated $11.5K and bringing the position to 14,269 shares worth $2.1M. The position accounts for 1.39% of the portfolio, ranked #18.

Wilson & Boucher Capital Management first reported a position in ORCL in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.22M in Q3 2025. 3,479 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

Wilson & Boucher Capital Management held 14,269 shares of Oracle worth $2.1M as of Q1 2026.
Wilson & Boucher Capital Management bought 71 Oracle shares in Q1 2026, an estimated $11.5K.
Oracle made up 1.39% of Wilson & Boucher Capital Management's portfolio in Q1 2026, its #18 holding.
Wilson & Boucher Capital Management first reported a position in Oracle in Q4 2021 and has held it in 18 quarters since.
Wilson & Boucher Capital Management's Oracle position peaked at $4.22M in Q3 2025.
3,479 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Wilson & Boucher Capital Management's 13F filing for Q1 2026, filed 18 May 2026.