1248 Management’s Lam Research LRCX Stock Holding History

1248 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 Q2	$62.9K	Hold	145	–	–	0.02%	92
2026 Q1	$31K	Buy	+145	New	+$32.4K	0.01%	115

Other funds holding LRCX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

1248 Management's LRCX Position: Q2 2026 in Review

1248 Management held its Lam Research (LRCX) position steady in Q2 2026 at 145 shares worth $62.9K. The position accounts for 0.02% of the portfolio, ranked #92.

1248 Management first reported a position in LRCX in Q1 2026 and has held it in 2 quarters since. 3,118 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

1248 Management held 145 shares of Lam Research worth $62.9K as of Q2 2026.
1248 Management left its Lam Research share count unchanged in Q2 2026.
Lam Research made up 0.02% of 1248 Management's portfolio in Q2 2026, its #92 holding.
1248 Management first reported a position in Lam Research in Q1 2026 and has held it in 2 quarters since.
3,118 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on 1248 Management's 13F filing for Q2 2026, filed 13 Aug 2026.