Oak Grove Capital’s Lam Research LRCX Stock Holding History

Oak Grove Capital’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
2022 Q1	–	Sell	-30,000	Closed	-$1.82M	–	95
2021 Q4	$1.82M	Buy	+30,000	New	+$1.88M	0.32%	50
2020 Q2	–	Sell	-100,000	Closed	-$39K	–	66
2020 Q1	$39K	Buy	+100,000	New	+$2.88M	0.03%	58
2019 Q2	–	Sell	-200,000	Closed	-$15K	–	73
2019 Q1	$15K	Buy	+200,000	New	+$3.34M	0.01%	63

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 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.