Oakworth Capital’s Lam Research LRCX Stock Holding History

Oakworth 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
2026 Q2	$5.72M	Hold	13,310	–	–	0.27%	32
2026 Q1	$2.84M	Hold	13,310	–	–	0.15%	45
2025 Q4	$2.28M	Hold	13,310	–	–	0.12%	50
2025 Q3	$1.78M	Hold	13,310	–	–	0.1%	61
2025 Q2	$1.3M	Sell	13,310 -39	-0.3%	-$3.09K	0.08%	64
2025 Q1	$970K	Buy	13,349 +279	+2%	+$22K	0.07%	78
2024 Q4	$944K	Hold	13,070	–	–	0.06%	80
2024 Q3	$1.07M	Buy	13,070 +10	+0.1%	+$869	0.07%	80
2024 Q2	$1.39M	Buy	13,060 +1,250	+11%	+$120K	0.1%	64
2024 Q1	$1.15M	Hold	11,810	–	–	0.09%	71
2023 Q4	$925K	Hold	11,810	–	–	0.07%	74
2023 Q3	$740K	Hold	11,810	–	–	0.07%	77
2023 Q2	$759K	Hold	11,810	–	–	0.06%	81
2023 Q1	$626K	Hold	11,810	–	–	0.06%	91
2022 Q4	$496K	Sell	11,810 -120	-1%	-$5.02K	0.05%	94
2022 Q3	$437K	Buy	11,930 +120	+1%	+$5.34K	0.05%	103
2022 Q2	$504K	Hold	11,810	–	–	0.05%	97
2022 Q1	$635K	Hold	11,810	–	–	0.05%	95
2021 Q4	$849K	Hold	11,810	–	–	0.07%	79
2021 Q3	$673K	Hold	11,810	–	–	0.07%	85
2021 Q2	$769K	Hold	11,810	–	–	0.08%	78
2021 Q1	$703K	Hold	11,810	–	–	0.08%	79
2020 Q4	$558K	Hold	11,810	–	–	0.07%	88
2020 Q3	$391K	Hold	11,810	–	–	0.06%	100
2020 Q2	$382K	Hold	11,810	–	–	0.07%	98
2020 Q1	$283K	Hold	11,810	–	–	0.07%	109
2019 Q4	$355K	Hold	11,810	–	–	0.06%	107
2019 Q3	$273K	Hold	11,810	–	–	0.05%	124
2019 Q2	$222K	Hold	11,810	–	–	0.04%	159
2019 Q1	$211K	Hold	11,810	–	–	0.04%	161
2018 Q4	$161K	Buy	11,810 +10,290	+677%	+$147K	0.04%	177
2018 Q3	$23K	Hold	1,520	–	–	﹤0.01%	383
2018 Q2	$26K	Hold	1,520	–	–	0.01%	364
2018 Q1	$28K	Hold	1,520	–	–	0.01%	333
2017 Q4	$29K	Hold	1,520	–	–	0.01%	345
2017 Q3	$25K	Hold	1,520	–	–	0.01%	378
2017 Q2	$21K	Sell	1,520 -680	-31%	-$9.97K	0.01%	397
2017 Q1	$28K	Hold	2,200	–	–	0.01%	349
2016 Q4	$23K	Hold	2,200	–	–	0.01%	373
2016 Q3	$21K	Hold	2,200	–	–	0.01%	367
2016 Q2	$18K	Buy	2,200 +770	+54%	+$6.19K	0.01%	371
2016 Q1	$12K	Buy	+1,430	New	+$10.4K	﹤0.01%	355

Other funds holding LRCX

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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 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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Oakworth Capital's LRCX Position: Q2 2026 in Review

Oakworth Capital held its Lam Research (LRCX) position steady in Q2 2026 at 13,310 shares worth $5.72M. The position accounts for 0.27% of the portfolio, ranked #32.

Oakworth Capital first reported a position in LRCX in Q1 2016 and has held it in 42 quarters since. 900 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Oakworth Capital held 13,310 shares of Lam Research worth $5.72M as of Q2 2026.
Oakworth Capital left its Lam Research share count unchanged in Q2 2026.
Lam Research made up 0.27% of Oakworth Capital's portfolio in Q2 2026, its #32 holding.
Oakworth Capital first reported a position in Lam Research in Q1 2016 and has held it in 42 quarters since.
900 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Oakworth Capital's 13F filing for Q2 2026, filed 22 Jul 2026.