ODDO BHF Asset Management’s Lam Research LRCX Stock Holding History

ODDO BHF Asset Management’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
2025 Q4	–	Sell	-125,552	Closed	-$16.8M	–	353
2025 Q3	$16.8M	Sell	125,552 -92,735	-42%	-$9.82M	0.64%	47
2025 Q2	$21.2M	Sell	218,287 -7,646	-3%	-$606K	0.81%	30
2025 Q1	$16.4M	Buy	225,933 +219,569	+3,450%	+$17.3M	0.67%	36
2024 Q4	$460K	Buy	6,364 +1,924	+43%	+$146K	0.02%	286
2024 Q3	$362K	Buy	+4,440	New	+$386K	0.02%	298

Other funds holding LRCX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ODDO BHF Asset Management's LRCX Position: Q4 2025 in Review

ODDO BHF Asset Management sold out of Lam Research (LRCX) in Q4 2025, closing a stake of 125,552 shares — an estimated $16.8M sold.

ODDO BHF Asset Management first reported a position in LRCX in Q3 2024 and held it in 5 quarters. The position peaked at $21.2M in Q2 2025. 2,396 funds tracked by Wall St. Rank hold LRCX as of Q4 2025.

ODDO BHF Asset Management reported no remaining Lam Research position as of Q4 2025 after selling out during the quarter.
ODDO BHF Asset Management sold 125,552 Lam Research shares in Q4 2025, an estimated $16.8M.
ODDO BHF Asset Management first reported a position in Lam Research in Q3 2024 and held it in 5 quarters.
ODDO BHF Asset Management's Lam Research position peaked at $21.2M in Q2 2025.
2,396 funds tracked by Wall St. Rank held Lam Research as of Q4 2025.

Based on ODDO BHF Asset Management's 13F filing for Q4 2025, filed 17 Feb 2026.