CM Wealth Advisors LLC
- SEC CIK
- 0001764581
- Latest filing
- Aug 10, 2026
ORCL holding history
Oracle Corp in every 13F filed by CM Wealth Advisors LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
ORCL overviewAll 13F holders of ORCLFull Q2 2026 holdings
- Shares (Q2 2026)
- 1,467
- Value
- $215.0K
- % of portfolio
- <0.1%
- Quarters held
- 6
- Since Q2 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 1,467 | $215.0K | <0.1% | +1,467 | New | Holders |
| Q1 2026 | 0 | $0 | 0.0% | −1,120−100.0% | Sold out | Holders |
| Q4 2025 | 1,120 | $218.3K | <0.1% | +1,120 | New | Holders |
| Q2 2025 | 0 | $0 | 0.0% | −1,496−100.0% | Sold out | Holders |
| Q1 2025 | 1,496 | $209.2K | 0.1% | 00.0% | Unchanged | Holders |
| Q4 2024 | 1,496 | $249.3K | 0.1% | 00.0% | Unchanged | Holders |
| Q3 2024 | 1,496 | $254.9K | 0.1% | 00.0% | Unchanged | Holders |
| Q2 2024 | 1,496 | $211.2K | 0.1% | +1,496 | New | Holders |