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Ossiam’s Lam Research LRCX Stock Holding History

Ossiam’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 		$13.4M Buy
+30,879
New +$9.37M 0.18% 89
2025
Q4 		– Sell
-35,910
Closed -$4.81M – 555
2025
Q3 		$4.81M Sell
35,910
-775,012
-96% -$82.1M 0.06% 208
2025
Q2 		$78.9M Buy
810,922
+231,685
+40% +$18.4M 0.89% 16
2025
Q1 		$42.1M Buy
579,237
+543,908
+1,540% +$42.8M 0.59% 34
2024
Q4 		$2.55M Buy
+35,329
New +$2.68M 0.04% 207
2024
Q3 		– Sell
-43,500
Closed -$4.63M – 658
2024
Q2 		$4.63M Sell
43,500
-83,630
-66% -$8.02M 0.09% 122
2024
Q1 		$12.4M Sell
127,130
-254,070
-67% -$22.4M 0.22% 82
2023
Q4 		$29.9M Buy
381,200
+358,430
+1,574% +$24.4M 0.48% 54
2023
Q3 		$1.43M Buy
22,770
+5,350
+31% +$351K 0.03% 277
2023
Q2 		$1.12M Sell
17,420
-189,770
-92% -$10.7M 0.02% 298
2023
Q1 		$11M Buy
207,190
+185,600
+860% +$9.11M 0.23% 78
2022
Q4 		$907K Sell
21,590
-34,560
-62% -$1.45M 0.02% 277
2022
Q3 		$2.06M Sell
56,150
-48,610
-46% -$2.16M 0.06% 185
2022
Q2 		$4.46M Buy
104,760
+13,660
+15% +$650K 0.13% 118
2022
Q1 		$4.9M Buy
91,100
+78,030
+597% +$4.54M 0.13% 111
2021
Q4 		$940K Buy
+13,070
New +$819K 0.02% 244
2020
Q3 		– Sell
-15,060
Closed -$487K – 451
2020
Q2 		$487K Sell
15,060
-17,640
-54% -$481K 0.03% 228
2020
Q1 		$785K Buy
32,700
+11,660
+55% +$336K 0.05% 189
2019
Q4 		$615K Sell
21,040
-7,000
-25% -$186K 0.05% 182
2019
Q3 		$648K Buy
28,040
+22,500
+406% +$472K 0.05% 198
2019
Q2 		$104K Sell
5,540
-26,380
-83% -$501K 0.01% 375
2019
Q1 		$571K Sell
31,920
-6,810
-18% -$114K 0.05% 166
2018
Q4 		$527K Buy
+38,730
New +$555K 0.08% 137

Other funds holding LRCX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ossiam's LRCX Position: Q2 2026 in Review

Ossiam opened a new position in Lam Research (LRCX) in Q2 2026: 30,879 shares worth $13.4M. The stake represents 0.18% of the portfolio and ranks #89 among its holdings. This is a return to the name: Ossiam previously reported a position in LRCX as recently as Q3 2025.

Ossiam first reported a position in LRCX in Q4 2018 and has held it in 23 quarters since. The position peaked at $78.9M in Q2 2025. 3,130 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Ossiam held 30,879 shares of Lam Research worth $13.4M as of Q2 2026.
  • Lam Research was a new Ossiam position in Q2 2026.
  • Lam Research made up 0.18% of Ossiam's portfolio in Q2 2026, its #89 holding.
  • Ossiam first reported a position in Lam Research in Q4 2018 and has held it in 23 quarters since.
  • Ossiam's Lam Research position peaked at $78.9M in Q2 2025.
  • 3,130 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Ossiam's 13F filing for Q2 2026, filed 13 Aug 2026.