West Oak Capital’s Lam Research LRCX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $301K | Sell |
2,250
-400
| -15% | -$42.4K | 0.12% | 96 |
|
|
2025
Q2 | $258K | Hold |
2,650
| – | – | 0.1% | 111 |
|
|
2025
Q1 | $193K | Hold |
2,650
| – | – | 0.07% | 117 |
|
|
2024
Q4 | $191K | Hold |
2,650
| – | – | 0.07% | 118 |
|
|
2024
Q3 | $216K | Hold |
2,650
| – | – | 0.04% | 113 |
|
|
2024
Q2 | $282K | Hold |
2,650
| – | – | 0.11% | 101 |
|
|
2024
Q1 | $257K | Sell |
2,650
-50
| -2% | -$4.4K | 0.11% | 106 |
|
|
2023
Q4 | $205K | Hold |
2,700
| – | – | 0.1% | 121 |
|
|
2023
Q3 | $169K | Hold |
2,700
| – | – | 0.08% | 122 |
|
|
2023
Q2 | $174K | Hold |
2,700
| – | – | 0.08% | 124 |
|
|
2023
Q1 | $143K | Hold |
2,700
| – | – | 0.07% | 128 |
|
|
2022
Q4 | $113K | Sell |
2,700
-500
| -16% | -$20.9K | 0.06% | 131 |
|
|
2022
Q3 | $117K | Hold |
3,200
| – | – | 0.06% | 132 |
|
|
2022
Q2 | $136K | Hold |
3,200
| – | – | 0.07% | 128 |
|
|
2022
Q1 | $172K | Hold |
3,200
| – | – | 0.08% | 128 |
|
|
2021
Q4 | $230K | Hold |
3,200
| – | – | 0.08% | 124 |
|
|
2021
Q3 | $182K | Hold |
3,200
| – | – | 0.07% | 130 |
|
|
2021
Q2 | $208K | Sell |
3,200
-600
| -16% | -$37.9K | 0.08% | 124 |
|
|
2021
Q1 | $226K | Sell |
3,800
-450
| -11% | -$24.5K | 0.1% | 117 |
|
|
2020
Q4 | $201K | Hold |
4,250
| – | – | 0.09% | 119 |
|
|
2020
Q3 | $141K | Hold |
4,250
| – | – | 0.08% | 121 |
|
|
2020
Q2 | $137K | Hold |
4,250
| – | – | 0.08% | 122 |
|
|
2020
Q1 | $102K | Hold |
4,250
| – | – | 0.07% | 128 |
|
|
2019
Q4 | $124K | Hold |
4,250
| – | – | 0.07% | 129 |
|
|
2019
Q3 | $98K | Hold |
4,250
| – | – | 0.06% | 143 |
|
|
2019
Q2 | $80K | Hold |
4,250
| – | – | 0.05% | 156 |
|
|
2019
Q1 | $76K | Hold |
4,250
| – | – | 0.05% | 155 |
|
|
2018
Q4 | $57.9K | Sell |
4,250
-1,250
| -23% | -$17.9K | 0.04% | 157 |
|
|
2018
Q3 | $83.4K | Hold |
5,500
| – | – | 0.05% | 155 |
|
|
2018
Q2 | $95.1K | Hold |
5,500
| – | – | 0.06% | 147 |
|
|
2018
Q1 | $112K | Hold |
5,500
| – | – | 0.07% | 141 |
|
|
2017
Q4 | $101K | Sell |
5,500
-750
| -12% | -$14.7K | 0.06% | 139 |
|
|
2017
Q3 | $116K | Hold |
6,250
| – | – | 0.07% | 140 |
|
|
2017
Q2 | $88.4K | Buy |
6,250
+5,250
| +525% | +$77K | 0.05% | 152 |
|
|
2017
Q1 | $12.8K | Buy |
+1,000
| New | +$11.8K | 0.01% | 286 |
|
Other funds holding LRCX
West Oak Capital's LRCX Position: Q3 2025 in Review
West Oak Capital reduced its Lam Research (LRCX) stake by 15% in Q3 2025, selling an estimated $42.4K and leaving 2,250 shares worth $301K. The position accounts for 0.12% of the portfolio, ranked #96.
West Oak Capital first reported a position in LRCX in Q1 2017 and has held it in 35 quarters since. 2,110 funds tracked by Wall St. Rank hold LRCX as of Q3 2025.
- West Oak Capital held 2,250 shares of Lam Research worth $301K as of Q3 2025.
- West Oak Capital sold 400 Lam Research shares in Q3 2025, an estimated $42.4K.
- Lam Research made up 0.12% of West Oak Capital's portfolio in Q3 2025, its #96 holding.
- West Oak Capital first reported a position in Lam Research in Q1 2017 and has held it in 35 quarters since.
- 2,110 funds tracked by Wall St. Rank held Lam Research as of Q3 2025.
Based on West Oak Capital's 13F filing for Q3 2025, filed 3 Oct 2025.