Orion Capital Management’s Lam Research LRCX Stock Holding History

Orion Capital 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
2026 Q1	$217K	Buy	1,014 +614	+154%	+$137K	0.07%	142
2025 Q4	$68.5K	Sell	400 -20	-5%	-$3.11K	0.02%	238
2025 Q3	$56.2K	Sell	420 -80	-16%	-$8.47K	0.02%	256
2025 Q2	$48.7K	Sell	500 -400	-44%	-$31.7K	0.02%	247
2025 Q1	$65.4K	Hold	900	–	–	0.03%	217
2024 Q4	$65K	Buy	+900	New	+$68.3K	0.03%	210
2024 Q3	–	Sell	-400	Closed	-$42.6K	–	303
2024 Q2	$42.6K	Hold	400	–	–	0.02%	248
2024 Q1	$38.9K	Hold	400	–	–	0.02%	270
2023 Q4	$31.3K	Hold	400	–	–	0.02%	289
2023 Q3	$25.1K	Buy	+400	New	+$26.3K	0.02%	299
2023 Q2	–	Sell	-400	Closed	-$21.2K	–	313
2023 Q1	$21.2K	Hold	400	–	–	0.01%	310
2022 Q4	$16.8K	Hold	400	–	–	0.01%	288
2022 Q3	$15K	Hold	400	–	–	0.01%	287
2022 Q2	$17K	Hold	400	–	–	0.01%	281
2022 Q1	$22K	Buy	+400	New	+$23.3K	0.01%	260

Other funds holding LRCX

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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

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

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

Orion Capital Management's LRCX Position: Q1 2026 in Review

Orion Capital Management increased its Lam Research (LRCX) stake by 154% in Q1 2026, buying an estimated $137K and bringing the position to 1,014 shares worth $217K. The position accounts for 0.07% of the portfolio, ranked #142.

Orion Capital Management first reported a position in LRCX in Q1 2022 and has held it in 15 quarters since. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

Orion Capital Management held 1,014 shares of Lam Research worth $217K as of Q1 2026.
Orion Capital Management bought 614 Lam Research shares in Q1 2026, an estimated $137K.
Lam Research made up 0.07% of Orion Capital Management's portfolio in Q1 2026, its #142 holding.
Orion Capital Management first reported a position in Lam Research in Q1 2022 and has held it in 15 quarters since.
2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Orion Capital Management's 13F filing for Q1 2026, filed 14 May 2026.