ORCL ORACLE CORP COM

Ownership history in LOWE BROCKENBROUGH & CO INC  ·  108 quarters on record

AI Ownership Summary

LOWE BROCKENBROUGH & CO INC reported ORACLE CORP COM (ORCL) in 108 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.09% in 2025 Q2. The latest visible filing shows ORCL at 1.21% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ORCL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LOWE BROCKENBROUGH & CO INC's position in ORACLE CORP COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

ORCL was reported at 1.21% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.09% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How LOWE BROCKENBROUGH & CO INC held ORCL — position size vs. price
% of Fund (quarterly)    ORCL price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 126,151 -16,009 -11.3% 1.21% $24.6M 2026-02-14 (Est.) $160.14
2025 Q3 REDUCED 142,160 -27,756 -16.3% 2.06% $40.0M 2025-11-05 $249.65
2025 Q2 REDUCED 169,916 -1,381 -0.8% 2.09% $37.1M 2025-08-11 $251.58
2025 Q1 REDUCED 171,297 -4,261 -2.4% 1.58% $23.9M 2025-05-13 $161.22
2024 Q4 REDUCED 175,558 -4,151 -2.3% 1.88% $29.3M 2025-02-11 $175.41
2024 Q3 REDUCED 179,709 -10,978 -5.8% 1.95% $30.6M 2024-10-28 $170.27
2024 Q2 REDUCED 190,687 -2,222 -1.2% 1.79% $26.9M 2024-08-12 $130.63
2024 Q1 ADDED 192,909 +11,737 +6.5% 1.64% $24.2M 2024-05-15 $119.51
2023 Q4 REDUCED 181,172 -24,864 -12.1% 1.48% $19.1M 2024-02-14 $111.91
99 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About LOWE BROCKENBROUGH & CO INC and ORCL

These are the practical questions this page is built to answer before you even open the full history table.

How long has LOWE BROCKENBROUGH & CO INC reported owning ORCL?

LOWE BROCKENBROUGH & CO INC reported ORCL across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported ORCL position in LOWE BROCKENBROUGH & CO INC's portfolio?

The largest reported portfolio weight for ORCL was 2.09% in 2025 Q2.

What is the latest reported ORCL position on this page?

The most recent filing on this page is 2025 Q4, when LOWE BROCKENBROUGH & CO INC reported 126,151 shares, equal to 1.21% of portfolio, with an estimated market value of $24.6M.

What does the chart on this ORCL ownership page compare?

The chart compares LOWE BROCKENBROUGH & CO INC's quarterly ORCL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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