Oliver Lagore Vanvalin Investment Group’s Lam Research LRCX Stock Holding History

Oliver Lagore Vanvalin Investment Group’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 Q2	$965K	Buy	+13,278	New	+$1.05M	0.38%	64
2024 Q4	$1.12M	Buy	15,477 +3,827	+33%	+$290K	0.29%	69
2024 Q3	$951K	Buy	11,650 +3,240	+39%	+$282K	0.25%	73
2024 Q2	$896K	Buy	8,410 +750	+10%	+$71.9K	0.26%	69
2024 Q1	$744K	Sell	7,660 -230	-3%	-$20.2K	0.22%	76
2023 Q4	$618K	Buy	7,890 +650	+9%	+$44.3K	0.23%	74
2023 Q3	$454K	Buy	7,240 +1,450	+25%	+$95.3K	0.18%	89
2023 Q2	$372K	Sell	5,790 -850	-13%	-$47.9K	0.14%	102
2023 Q1	$352K	Buy	6,640 +1,050	+19%	+$51.5K	0.15%	68
2022 Q4	$235K	Sell	5,590 -2,490	-31%	-$104K	0.13%	84
2022 Q3	$296K	Sell	8,080 -1,220	-13%	-$54.3K	0.19%	68
2022 Q2	$396K	Buy	9,300 +1,110	+14%	+$52.8K	0.23%	61
2022 Q1	$453K	Buy	+8,190	New	+$477K	0.3%	62

Other funds holding LRCX

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's LRCX Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in Lam Research (LRCX) in Q2 2025: 13,278 shares worth $965K. The stake represents 0.38% of the portfolio and ranks #64 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in LRCX as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in LRCX in Q1 2022 and has held it in 13 quarters since. The position peaked at $1.12M in Q4 2024. 1,878 funds tracked by Wall St. Rank hold LRCX as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 13,278 shares of Lam Research worth $965K as of Q2 2025.
Lam Research was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
Lam Research made up 0.38% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #64 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in Lam Research in Q1 2022 and has held it in 13 quarters since.
Oliver Lagore Vanvalin Investment Group's Lam Research position peaked at $1.12M in Q4 2024.
1,878 funds tracked by Wall St. Rank held Lam Research as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.