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Osterweis Capital Management’s Lam Research LRCX Stock Holding History

Osterweis 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 		$170K Hold
796
– – 0.01% 133
2025
Q4 		$136K Hold
796
– – 0.01% 161
2025
Q3 		$107K Hold
796
– – ﹤0.01% 166
2025
Q2 		$77.5K Buy
796
+781
+5,207% +$61.9K ﹤0.01% 188
2025
Q1 		$1.09K Buy
+15
New +$1.18K ﹤0.01% 227

Other funds holding LRCX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Osterweis Capital Management held its Lam Research (LRCX) position steady in Q1 2026 at 796 shares worth $170K. The position accounts for 0.01% of the portfolio, ranked #133.

Osterweis Capital Management first reported a position in LRCX in Q1 2025 and has held it in 5 quarters since. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Osterweis Capital Management held 796 shares of Lam Research worth $170K as of Q1 2026.
  • Osterweis Capital Management left its Lam Research share count unchanged in Q1 2026.
  • Lam Research made up 0.01% of Osterweis Capital Management's portfolio in Q1 2026, its #133 holding.
  • Osterweis Capital Management first reported a position in Lam Research in Q1 2025 and has held it in 5 quarters since.
  • 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Osterweis Capital Management's 13F filing for Q1 2026, filed 15 May 2026.