Ownership history in SMITH SHELLNUT WILSON LLC /ADV · 35 quarters on record
This page tracks every 13F SEC filing in which SMITH SHELLNUT WILSON LLC /ADV reported a position in ORACLE CORP (ORCL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 66,569 | +1,244 | +1.9% | 7.19% | $18.7M | $280.01 |
| 2025 Q2 | UNCHANGED | 65,325 | — | 0% | 6.19% | $14.3M | $217.21 |
| 2025 Q1 | UNCHANGED | 65,325 | — | 0% | 4.19% | $9.1M | $138.41 |
| 2024 Q4 | UNCHANGED | 65,325 | — | 0% | 4.82% | $10.9M | $164.56 |
| 2024 Q3 | UNCHANGED | 65,325 | — | 0% | 5.03% | $11.1M | $167.90 |
| 2024 Q2 | REDUCED | 65,325 | -500 | -0.8% | 4.48% | $9.2M | $138.74 |
| 2024 Q1 | UNCHANGED | 65,825 | — | 0% | 4.38% | $8.3M | $123.02 |
| 2023 Q4 | UNCHANGED | 65,825 | — | 0% | 3.98% | $6.9M | $102.86 |
| 2023 Q3 | UNCHANGED | 65,825 | — | 0% | 4.27% | $7.0M | $102.96 |
| 2023 Q2 | UNCHANGED | 65,825 | — | 0% | 4.42% | $7.8M | $115.36 |
As of 2025 Q4 — sorted by position size