Oak Grove Capital’s Lam Research LRCX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.5M | Hold |
16,400
| – | – | 0.3% | 37 |
|
|
2025
Q4 | $2.81M | Sell |
16,400
-1,900
| -10% | -$296K | 0.33% | 37 |
|
|
2025
Q3 | $2.45M | Sell |
18,300
-2,600
| -12% | -$275K | 0.35% | 35 |
|
|
2025
Q2 | $2.03M | Sell |
20,900
-4,800
| -19% | -$381K | 0.33% | 37 |
|
|
2025
Q1 | $1.87M | Buy |
+25,700
| New | +$2.02M | 0.39% | 33 |
|
|
2024
Q3 | – | Sell |
-2,040
| Closed | -$217K | – | 64 |
|
|
2024
Q2 | $217K | Sell |
2,040
-100
| -5% | -$9.59K | 0.04% | 54 |
|
|
2024
Q1 | $208K | Buy |
+2,140
| New | +$188K | 0.04% | 47 |
|
|
2023
Q4 | – | Sell |
-8,780
| Closed | -$550K | – | 58 |
|
|
2023
Q3 | $550K | Sell |
8,780
-500
| -5% | -$32.8K | 0.19% | 39 |
|
|
2023
Q2 | $597K | Hold |
9,280
| – | – | 0.2% | 37 |
|
|
2023
Q1 | $492K | Sell |
9,280
-28,660
| -76% | -$1.41M | 0.2% | 37 |
|
|
2022
Q4 | $1.59M | Sell |
37,940
-217,060
| -85% | -$9.08M | 0.8% | 24 |
|
|
2022
Q3 | $9.33M | Sell |
255,000
-153,950
| -38% | -$6.85M | 3.15% | 11 |
|
|
2022
Q2 | $17.4M | Sell |
408,950
-33,670
| -8% | -$1.6M | 5.67% | 5 |
|
|
2022
Q1 | $23.8M | Buy |
442,620
+35,280
| +9% | +$2.05M | 4.82% | 4 |
|
|
2021
Q4 | $29.3M | Buy |
407,340
+105,730
| +35% | +$6.63M | 5.09% | 5 |
|
|
2021
Q3 | $17.2M | Buy |
301,610
+78,280
| +35% | +$4.76M | 3.71% | 8 |
|
|
2021
Q2 | $14.5M | Buy |
223,330
+77,340
| +53% | +$4.88M | 3.25% | 8 |
|
|
2021
Q1 | $8.69M | Buy |
145,990
+10
| +0% | +$545 | 2.43% | 12 |
|
|
2020
Q4 | $6.89M | Buy |
145,980
+48,930
| +50% | +$2.06M | 2.25% | 14 |
|
|
2020
Q3 | $3.22M | Buy |
97,050
+17,600
| +22% | +$606K | 1.52% | 24 |
|
|
2020
Q2 | $2.57M | Buy |
79,450
+44,640
| +128% | +$1.22M | 1.55% | 19 |
|
|
2020
Q1 | $835K | Buy |
+34,810
| New | +$1M | 0.54% | 37 |
|
|
2019
Q3 | – | Sell |
-62,900
| Closed | -$1.18M | – | 79 |
|
|
2019
Q2 | $1.18M | Sell |
62,900
-20,030
| -24% | -$380K | 0.63% | 36 |
|
|
2019
Q1 | $1.49M | Buy |
82,930
+100
| +0.1% | +$1.67K | 0.94% | 28 |
|
|
2018
Q4 | $1.13M | Buy |
82,830
+3,030
| +4% | +$43.4K | 1.01% | 23 |
|
|
2018
Q3 | $1.21M | Buy |
79,800
+5,800
| +8% | +$99.1K | 1.04% | 24 |
|
|
2018
Q2 | $1.28M | Buy |
74,000
+40,000
| +118% | +$770K | 1.3% | 19 |
|
|
2018
Q1 | $691K | Buy |
+34,000
| New | +$673K | 0.76% | 27 |
|
Other funds holding LRCX
VCM
VPM
Oak Grove Capital's LRCX Position: Q1 2026 in Review
Oak Grove Capital held its Lam Research (LRCX) position steady in Q1 2026 at 16,400 shares worth $3.5M. The position accounts for 0.3% of the portfolio, ranked #37.
Oak Grove Capital first reported a position in LRCX in Q1 2018 and has held it in 28 quarters since. The position peaked at $29.3M in Q4 2021. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.
- Oak Grove Capital held 16,400 shares of Lam Research worth $3.5M as of Q1 2026.
- Oak Grove Capital left its Lam Research share count unchanged in Q1 2026.
- Lam Research made up 0.3% of Oak Grove Capital's portfolio in Q1 2026, its #37 holding.
- Oak Grove Capital first reported a position in Lam Research in Q1 2018 and has held it in 28 quarters since.
- Oak Grove Capital's Lam Research position peaked at $29.3M in Q4 2021.
- 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.
Based on Oak Grove Capital's 13F filing for Q1 2026, filed 13 May 2026.