Position in ORCL
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$562,019
+$6,679 QoQ
Shares Held
3,835
+1.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#2,272
of 3,472 holders
Holding Since
Jun 2022
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Lumbard & Kellner, LLC holds $4,816,321 across 3 Software - Infrastructure names. ORCL ranks #2 (11.7% of the industry book) .
All Filings in ORCL
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $562,019 | 3,835 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $555,340 | 3,775 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $746,115 | 3,828 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,079,961 | 3,840 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $6,901,055 | 31,565 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $9,316,239 | 66,635 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $11,000,239 | 66,012 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $11,642,409 | 68,324 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $9,524,363 | 67,453 | Shares | Sole | 2024-08-09 | |
| 2022-09-30 | $7,694 | 126 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $8,803 | 126 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||