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Oak Harvest Investment Services’s Lam Research LRCX Stock Holding History

Oak Harvest Investment Services’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
Q2 		$1.46M Sell
3,366
-1,015
-23% -$308K 0.14% 98
2026
Q1 		$936K Sell
4,381
-26
-0.6% -$5.81K 0.1% 113
2025
Q4 		$754K Sell
4,407
-239
-5% -$37.2K 0.08% 121
2025
Q3 		$622K Sell
4,646
-136
-3% -$14.4K 0.07% 126
2025
Q2 		$466K Buy
4,782
+2
+0% +$159 0.06% 126
2025
Q1 		$348K Buy
+4,780
New +$376K 0.05% 115
2024
Q4 		– Sell
-5,770
Closed -$471K – 167
2024
Q3 		$471K Buy
5,770
+70
+1% +$6.09K 0.07% 110
2024
Q2 		$607K Sell
5,700
-220
-4% -$21.1K 0.09% 96
2024
Q1 		$575K Sell
5,920
-23,140
-80% -$2.04M 0.09% 98
2023
Q4 		$2.28M Sell
29,060
-350
-1% -$23.9K 0.45% 54
2023
Q3 		$1.84M Buy
29,410
+50
+0.2% +$3.29K 0.39% 55
2023
Q2 		$1.89M Sell
29,360
-4,280
-13% -$241K 0.42% 55
2023
Q1 		$1.78M Sell
33,640
-280
-0.8% -$13.7K 0.41% 56
2022
Q4 		$1.43M Buy
33,920
+50
+0.1% +$2.09K 0.37% 54
2022
Q3 		$1.24M Buy
+33,870
New +$1.51M 0.33% 56

Other funds holding LRCX

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Oak Harvest Investment Services's LRCX Position: Q2 2026 in Review

Oak Harvest Investment Services reduced its Lam Research (LRCX) stake by 23% in Q2 2026, selling an estimated $308K and leaving 3,366 shares worth $1.46M. The position accounts for 0.14% of the portfolio, ranked #98.

Oak Harvest Investment Services first reported a position in LRCX in Q3 2022 and has held it in 15 quarters since. The position peaked at $2.28M in Q4 2023. 1,073 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Oak Harvest Investment Services held 3,366 shares of Lam Research worth $1.46M as of Q2 2026.
  • Oak Harvest Investment Services sold 1,015 Lam Research shares in Q2 2026, an estimated $308K.
  • Lam Research made up 0.14% of Oak Harvest Investment Services's portfolio in Q2 2026, its #98 holding.
  • Oak Harvest Investment Services first reported a position in Lam Research in Q3 2022 and has held it in 15 quarters since.
  • Oak Harvest Investment Services's Lam Research position peaked at $2.28M in Q4 2023.
  • 1,073 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Oak Harvest Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.