Osborne Partners Capital Management’s Lam Research LRCX Stock Holding History

Osborne Partners 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	$801K	Sell	3,751 -350	-9%	-$78.3K	0.04%	144
2025 Q4	$702K	Buy	4,101 +2,050	+100%	+$319K	0.04%	143
2025 Q3	$275K	Buy	+2,051	New	+$217K	0.01%	188
2025 Q2	–	Sell	-3,071	Closed	-$223K	–	210
2025 Q1	$223K	Sell	3,071 -930	-23%	-$73.2K	0.01%	199
2024 Q4	$289K	Buy	4,001 +1	+0%	+$76	0.02%	192
2024 Q3	$327K	Sell	4,000 -550	-12%	-$47.8K	0.02%	185
2024 Q2	$485K	Hold	4,550	–	–	0.03%	163
2024 Q1	$442K	Hold	4,550	–	–	0.03%	159
2023 Q4	$357K	Sell	4,550 -360	-7%	-$24.5K	0.02%	171
2023 Q3	$308K	Buy	4,910 +360	+8%	+$23.7K	0.02%	165
2023 Q2	$293K	Hold	4,550	–	–	0.02%	173
2023 Q1	$241K	Buy	+4,550	New	+$223K	0.02%	195
2022 Q2	–	Sell	-4,550	Closed	-$245K	–	214
2022 Q1	$245K	Sell	4,550 -460	-9%	-$26.8K	0.02%	185
2021 Q4	$360K	Buy	5,010 +310	+7%	+$19.4K	0.03%	172
2021 Q3	$268K	Hold	4,700	–	–	0.02%	180
2021 Q2	$306K	Buy	4,700 +150	+3%	+$9.47K	0.03%	180
2021 Q1	$271K	Buy	+4,550	New	+$248K	0.02%	178

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

Osborne Partners Capital Management's LRCX Position: Q1 2026 in Review

Osborne Partners Capital Management reduced its Lam Research (LRCX) stake by 8.5% in Q1 2026, selling an estimated $78.3K and leaving 3,751 shares worth $801K. The position accounts for 0.04% of the portfolio, ranked #144.

Osborne Partners Capital Management first reported a position in LRCX in Q1 2021 and has held it in 17 quarters since. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

Osborne Partners Capital Management held 3,751 shares of Lam Research worth $801K as of Q1 2026.
Osborne Partners Capital Management sold 350 Lam Research shares in Q1 2026, an estimated $78.3K.
Lam Research made up 0.04% of Osborne Partners Capital Management's portfolio in Q1 2026, its #144 holding.
Osborne Partners Capital Management first reported a position in Lam Research in Q1 2021 and has held it in 17 quarters since.
2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Osborne Partners Capital Management's 13F filing for Q1 2026, filed 27 Apr 2026.