Oak Associates’s Lam Research LRCX Stock Holding History

Oak Associates’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 Q1	$9.58M	Sell	44,821 -10,617	-19%	-$2.37M	0.64%	36
2025 Q4	$9.49M	Sell	55,438 -2,200	-4%	-$342K	0.57%	40
2025 Q3	$7.72M	Hold	57,638	–	–	0.47%	41
2025 Q2	$5.61M	Buy	57,638 +33,000	+134%	+$2.62M	0.37%	48
2025 Q1	$1.79M	Hold	24,638	–	–	0.13%	79
2024 Q4	$1.78M	Sell	24,638 -5,062	-17%	-$384K	0.12%	85
2024 Q3	$2.42M	Hold	29,700	–	–	0.16%	69
2024 Q2	$3.16M	Hold	29,700	–	–	0.21%	55
2024 Q1	$2.89M	Sell	29,700 -5,300	-15%	-$466K	0.2%	58
2023 Q4	$2.74M	Hold	35,000	–	–	0.21%	63
2023 Q3	$2.19M	Hold	35,000	–	–	0.18%	70
2023 Q2	$2.25M	Hold	35,000	–	–	0.18%	74
2023 Q1	$1.86M	Hold	35,000	–	–	0.15%	84
2022 Q4	$1.47M	Buy	35,000 +7,150	+26%	+$299K	0.12%	95
2022 Q3	$1.02M	Hold	27,850	–	–	0.09%	96
2022 Q2	$1.19M	Hold	27,850	–	–	0.09%	94
2022 Q1	$1.5M	Hold	27,850	–	–	0.09%	92
2021 Q4	$2M	Hold	27,850	–	–	0.11%	86
2021 Q3	$1.58M	Hold	27,850	–	–	0.09%	89
2021 Q2	$1.81M	Sell	27,850 -15,000	-35%	-$947K	0.1%	85
2021 Q1	$2.55M	Hold	42,850	–	–	0.15%	73
2020 Q4	$2.02M	Hold	42,850	–	–	0.12%	78
2020 Q3	$1.42M	Hold	42,850	–	–	0.1%	89
2020 Q2	$1.39M	Buy	42,850 +7,200	+20%	+$196K	0.09%	87
2020 Q1	$856K	Sell	35,650 -20,050	-36%	-$577K	0.07%	91
2019 Q4	$1.63M	Sell	55,700 -16,350	-23%	-$434K	0.1%	89
2019 Q3	$1.67M	Hold	72,050	–	–	0.1%	85
2019 Q2	$1.35M	Hold	72,050	–	–	0.08%	94
2019 Q1	$1.29M	Hold	72,050	–	–	0.08%	99
2018 Q4	$981K	Hold	72,050	–	–	0.07%	101
2018 Q3	$1.09M	Sell	72,050 -20,500	-22%	-$350K	0.07%	105
2018 Q2	$1.6M	Hold	92,550	–	–	0.11%	93
2018 Q1	$1.88M	Hold	92,550	–	–	0.13%	86
2017 Q4	$1.7M	Hold	92,550	–	–	0.12%	91
2017 Q3	$1.71M	Hold	92,550	–	–	0.13%	99
2017 Q2	$1.31M	Sell	92,550 -36,950	-29%	-$542K	0.1%	109
2017 Q1	$1.66M	Hold	129,500	–	–	0.13%	102
2016 Q4	$1.37M	Hold	129,500	–	–	0.14%	102
2016 Q3	$1.25M	Buy	129,500 +31,500	+32%	+$287K	0.13%	108
2016 Q2	$824K	Hold	98,000	–	–	0.1%	112
2016 Q1	$809K	Hold	98,000	–	–	0.1%	112
2015 Q4	$778K	Hold	98,000	–	–	0.09%	115
2015 Q3	$640K	Hold	98,000	–	–	0.08%	114
2015 Q2	$797K	Hold	98,000	–	–	0.1%	120
2015 Q1	$688K	Hold	98,000	–	–	0.08%	122
2014 Q4	$778K	Hold	98,000	–	–	0.09%	122
2014 Q3	$732K	Sell	98,000 -56,500	-37%	-$403K	0.09%	124
2014 Q2	$1.04M	Sell	154,500 -57,500	-27%	-$343K	0.13%	110
2014 Q1	$1.17M	Hold	212,000	–	–	0.14%	105
2013 Q4	$1.15M	Buy	+212,000	New	+$1.12M	0.12%	105
2013 Q2	$887K	Buy	+200,000	New	+$904K	0.11%	111

Other funds holding LRCX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Oak Associates's LRCX Position: Q1 2026 in Review

Oak Associates reduced its Lam Research (LRCX) stake by 19% in Q1 2026, selling an estimated $2.37M and leaving 44,821 shares worth $9.58M. The position accounts for 0.64% of the portfolio, ranked #36.

Oak Associates first reported a position in LRCX in Q2 2013 and has held it in 51 quarters since. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

Oak Associates held 44,821 shares of Lam Research worth $9.58M as of Q1 2026.
Oak Associates sold 10,617 Lam Research shares in Q1 2026, an estimated $2.37M.
Lam Research made up 0.64% of Oak Associates's portfolio in Q1 2026, its #36 holding.
Oak Associates first reported a position in Lam Research in Q2 2013 and has held it in 51 quarters since.
2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Oak Associates's 13F filing for Q1 2026, filed 14 May 2026.