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 $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

Oak Grove Capital's LRCX Position: Q2 2026 in Review

Oak Grove Capital reduced its Lam Research (LRCX) stake by 0.55% in Q2 2026, selling an estimated $27.6K and leaving 16,309 shares worth $7.07M. The position accounts for 0.34% of the portfolio, ranked #40.

Oak Grove Capital first reported a position in LRCX in Q1 2018 and has held it in 29 quarters since. The position peaked at $29.3M in Q4 2021. 3,130 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Oak Grove Capital held 16,309 shares of Lam Research worth $7.07M as of Q2 2026.
Oak Grove Capital sold 91 Lam Research shares in Q2 2026, an estimated $27.6K.
Lam Research made up 0.34% of Oak Grove Capital's portfolio in Q2 2026, its #40 holding.
Oak Grove Capital first reported a position in Lam Research in Q1 2018 and has held it in 29 quarters since.
Oak Grove Capital's Lam Research position peaked at $29.3M in Q4 2021.
3,130 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Oak Grove Capital's 13F filing for Q2 2026, filed 13 Aug 2026.