Five Oceans Advisors’s Lam Research LRCX Stock Holding History

Five Oceans Advisors’s Portfolio LRCX Stock Details LRCX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.4M	Sell	3,221 -17	-0.5%	-$5.16K	0.45%	31
2026 Q1	$692K	Buy	3,238 +29	+0.9%	+$6.48K	0.25%	53
2025 Q4	$549K	Buy	3,209 +14	+0.4%	+$2.18K	0.19%	59
2025 Q3	$428K	Sell	3,195 -89	-3%	-$9.42K	0.16%	74
2025 Q2	$320K	Sell	3,284 -1	-0%	-$79	0.14%	104
2025 Q1	$239K	Buy	3,285 +22	+0.7%	+$1.73K	0.11%	137
2024 Q4	$236K	Sell	3,263 -237	-7%	-$18K	0.11%	137
2024 Q3	$286K	Sell	3,500 -100	-3%	-$8.69K	0.14%	126
2024 Q2	$383K	Sell	3,600 -30	-0.8%	-$2.88K	0.2%	83
2024 Q1	$353K	Hold	3,630	–	–	0.18%	96
2023 Q4	$284K	Sell	3,630 -10	-0.3%	-$682	0.16%	114
2023 Q3	$228K	Buy	3,640 +20	+0.6%	+$1.31K	0.15%	123
2023 Q2	$233K	Buy	+3,620	New	+$204K	0.15%	128

Other funds holding LRCX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Five Oceans Advisors's LRCX Position: Q2 2026 in Review

Five Oceans Advisors reduced its Lam Research (LRCX) stake by 0.53% in Q2 2026, selling an estimated $5.16K and leaving 3,221 shares worth $1.4M. The position accounts for 0.45% of the portfolio, ranked #31.

Five Oceans Advisors first reported a position in LRCX in Q2 2023 and has held it in 13 quarters since. 3,114 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Five Oceans Advisors held 3,221 shares of Lam Research worth $1.4M as of Q2 2026.
Five Oceans Advisors sold 17 Lam Research shares in Q2 2026, an estimated $5.16K.
Lam Research made up 0.45% of Five Oceans Advisors's portfolio in Q2 2026, its #31 holding.
Five Oceans Advisors first reported a position in Lam Research in Q2 2023 and has held it in 13 quarters since.
3,114 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Five Oceans Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.