Koss-Olinger Consulting’s Lam Research LRCX Stock Holding History

Koss-Olinger Consulting’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
2025 Q4	–	Sell	-15,659	Closed	-$1.52M	–	300
2025 Q3	$1.52M	Hold	15,659	–	–	0.13%	95
2025 Q2	$1.52M	Buy	15,659 +19	+0.1%	+$1.51K	0.13%	95
2025 Q1	$1.14M	Sell	15,640 -130	-0.8%	-$10.2K	0.1%	107
2024 Q4	$1.14M	Buy	+15,770	New	+$1.2M	0.1%	93
2024 Q1	–	Sell	-10,500	Closed	-$822K	–	197
2023 Q4	$822K	Sell	10,500 -19,840	-65%	-$1.35M	0.08%	110
2023 Q3	$1.9M	Sell	30,340 -7,360	-20%	-$484K	0.28%	46
2023 Q2	$2.42M	Buy	37,700 +1,010	+3%	+$56.9K	0.28%	36
2023 Q1	$1.95M	Buy	36,690 +410	+1%	+$20.1K	0.24%	44
2022 Q4	$1.52M	Buy	36,280 +27,400	+309%	+$1.15M	0.22%	49
2022 Q3	$325K	Buy	+8,880	New	+$395K	0.06%	138
2021 Q4	–	Sell	-5,530	Closed	-$315K	–	239
2021 Q3	$315K	Sell	5,530 -1,990	-26%	-$121K	0.05%	166
2021 Q2	$489K	Hold	7,520	–	–	0.07%	138
2021 Q1	$448K	Buy	+7,520	New	+$410K	0.08%	137

Other funds holding LRCX

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Koss-Olinger Consulting's LRCX Position: Q4 2025 in Review

Koss-Olinger Consulting sold out of Lam Research (LRCX) in Q4 2025, closing a stake of 15,659 shares — an estimated $1.52M sold.

Koss-Olinger Consulting first reported a position in LRCX in Q1 2021 and held it in 13 quarters. The position peaked at $2.42M in Q2 2023. 2,396 funds tracked by Wall St. Rank hold LRCX as of Q4 2025.

Koss-Olinger Consulting reported no remaining Lam Research position as of Q4 2025 after selling out during the quarter.
Koss-Olinger Consulting sold 15,659 Lam Research shares in Q4 2025, an estimated $1.52M.
Koss-Olinger Consulting first reported a position in Lam Research in Q1 2021 and held it in 13 quarters.
Koss-Olinger Consulting's Lam Research position peaked at $2.42M in Q2 2023.
2,396 funds tracked by Wall St. Rank held Lam Research as of Q4 2025.

Based on Koss-Olinger Consulting's 13F filing for Q4 2025, filed 10 Feb 2026.