Skip to content
Disclosery

Lummis Asset Management, LP: ORCL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Lummis Asset Management, LP on ORCL, newest first. How the timeline and the estimate are built.

Lummis Asset Management, LP held 28,781 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,781 shares
    Change vs previous 13F -680 shares

    2.42% of the 13F portfolio, value $4,050,610.

    13F-HR 0002011652-26-000003 filed by Lummis Asset Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 29,461 shares
    Change vs previous 13F -1,857 shares

    2.67% of the 13F portfolio, value $4,459,985.

    13F-HR 0002011652-26-000002 filed by Lummis Asset Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 31,318 shares
    Change vs previous 13F -969 shares

    3.75% of the 13F portfolio, value $6,104,191.

    13F-HR 0002011652-26-000001 filed by Lummis Asset Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 32,287 shares
    Change vs previous 13F -756 shares

    5.96% of the 13F portfolio, value $9,080,395.

    13F-HR 0002011652-25-000006 filed by Lummis Asset Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 33,043 shares
    Change vs previous 13F -262 shares

    4.91% of the 13F portfolio, value $7,505,871.

    13F-HR 0002011652-25-000004 filed by Lummis Asset Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 33,305 shares
    Change vs previous 13F +9,823 shares

    3.24% of the 13F portfolio, value $4,664,530.

    13F-HR 0002011652-25-000002 filed by Lummis Asset Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 23,482 shares
    Change vs previous 13F -1,307 shares

    4.96% of the 13F portfolio, value $3,913,040.

    13F-HR 0002011652-25-000001 filed by Lummis Asset Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 24,789 shares
    Change vs previous 13F not available

    4.93% of the 13F portfolio, value $4,224,046.

    13F-HR 0002011652-24-000004 filed by Lummis Asset Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).