GWM Advisors LLC

SEC CIK: 0001633516
Latest filing: Aug 12, 2026

SEC filings (opens in a new tab)

ORCL holding history

Oracle Corp in every 13F filed by GWM Advisors LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ORCL overview All 13F holders of ORCL Full Q2 2026 holdings

Shares (Q2 2026): 409,753
Value: $60.0M
% of portfolio: 0.2%
Quarters held: 22; Since Q1 2021

Holdings of ORCL by GWM Advisors LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	409,753	$60.0M	0.2%	+28,651+7.5%	Added	Holders
Q1 2026	381,102	$56.1M	0.2%	−49,359−11.5%	Reduced	Holders
Q4 2025	430,461	$83.9M	0.3%	+112,755+35.5%	Added	Holders
Q3 2025	317,706	$89.4M	0.4%	+12,174+4.0%	Added	Holders
Q2 2025	305,532	$66.8M	0.3%	−227,437−42.7%	Reduced	Holders
Q1 2025	532,969	$74.5M	0.4%	+21,022+4.1%	Added	Holders
Q4 2024	511,947	$85.3M	0.5%	+15,496+3.1%	Added	Holders
Q3 2024	496,451	$84.6M	0.5%	+1,700+0.3%	Added	Holders
Q2 2024	494,751	$69.9M	0.5%	+24,099+5.1%	Added	Holders
Q1 2024	470,652	$59.1M	0.5%	−3,211−0.7%	Reduced	Holders
Q4 2023	473,863	$50.4M	0.5%	−17,419−3.5%	Reduced	Holders
Q3 2023	491,282	$52.0M	0.6%	+6,220+1.3%	Added	Holders
Q2 2023	485,062	$57.8M	0.7%	+747+0.2%	Added	Holders
Q1 2023	484,315	$45.1M	0.6%	+9,208+1.9%	Added	Holders
Q4 2022	475,107	$8.04M	0.2%	+339,005+249.1%	Added	Holders
Q3 2022	136,102	$8.31M	0.1%	−1,754−1.3%	Reduced	Holders
Q2 2022	137,856	$9.63M	0.2%	+3,219+2.4%	Added	Holders
Q1 2022	134,637	$11.1M	0.2%	−299,245−69.0%	Reduced	Holders
Q4 2021	433,882	$37.8M	0.6%	+56,119+14.9%	Added	Holders
Q3 2021	377,763	$32.9M	0.8%	+29,890+8.6%	Added	Holders
Q2 2021	347,873	$27.1M	0.7%	+296,690+579.7%	Added	Holders
Q1 2021	51,183	$3.59M	0.1%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.