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Oxford Wealth Group’s Lam Research LRCX Stock Holding History

Oxford Wealth 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
2026
Q2 		$395K Sell
911
-74
-8% -$22.5K 0.18% 70
2026
Q1 		$210K Buy
+985
New +$220K 0.12% 85
2024
Q4 		$371K Buy
5,142
+1,592
+45% +$121K 0.24% 49
2024
Q3 		$290K Sell
3,550
-950
-21% -$82.6K 0.24% 53
2024
Q2 		$479K Buy
+4,500
New +$432K 0.33% 44

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

Oxford Wealth Group's LRCX Position: Q2 2026 in Review

Oxford Wealth Group reduced its Lam Research (LRCX) stake by 7.5% in Q2 2026, selling an estimated $22.5K and leaving 911 shares worth $395K. The position accounts for 0.18% of the portfolio, ranked #70.

Oxford Wealth Group first reported a position in LRCX in Q2 2024 and has held it in 5 quarters since. The position peaked at $479K in Q2 2024. 3,118 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Oxford Wealth Group held 911 shares of Lam Research worth $395K as of Q2 2026.
  • Oxford Wealth Group sold 74 Lam Research shares in Q2 2026, an estimated $22.5K.
  • Lam Research made up 0.18% of Oxford Wealth Group's portfolio in Q2 2026, its #70 holding.
  • Oxford Wealth Group first reported a position in Lam Research in Q2 2024 and has held it in 5 quarters since.
  • Oxford Wealth Group's Lam Research position peaked at $479K in Q2 2024.
  • 3,118 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Oxford Wealth Group's 13F filing for Q2 2026, filed 13 Aug 2026.