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3Chopt Investment Partners’s Lam Research LRCX Stock Holding History

3Chopt Investment Partners’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 		$7.5M Buy
17,299
+598
+4% +$182K 1.41% 9
2026
Q1 		$3.57M Buy
16,701
+302
+2% +$67.5K 0.82% 25
2025
Q4 		$2.81M Buy
16,399
+3,266
+25% +$508K 0.63% 38
2025
Q3 		$1.76M Buy
13,133
+3,251
+33% +$344K 0.4% 60
2025
Q2 		$964K Sell
9,882
-787
-7% -$62.4K 0.23% 89
2025
Q1 		$778K Buy
10,669
+377
+4% +$29.7K 0.2% 99
2024
Q4 		$746K Buy
+10,292
New +$781K 0.26% 67
2024
Q3 		– Sell
-10,360
Closed -$1.11M – 136
2024
Q2 		$1.11M Buy
+10,360
New +$994K 0.34% 70
2024
Q1 		– Sell
-11,770
Closed -$924K – 123
2023
Q4 		$924K Buy
+11,770
New +$802K 0.34% 74
2023
Q3 		– Sell
-9,000
Closed -$580K – 101
2023
Q2 		$580K Hold
9,000
– – 0.29% 82
2023
Q1 		$479K Hold
9,000
– – 0.26% 91
2022
Q4 		$380K Buy
+9,000
New +$376K 0.21% 95

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

3Chopt Investment Partners's LRCX Position: Q2 2026 in Review

3Chopt Investment Partners increased its Lam Research (LRCX) stake by 3.6% in Q2 2026, buying an estimated $182K and bringing the position to 17,299 shares worth $7.5M. The position accounts for 1.41% of the portfolio, ranked #9.

3Chopt Investment Partners first reported a position in LRCX in Q4 2022 and has held it in 12 quarters since. 3,118 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • 3Chopt Investment Partners held 17,299 shares of Lam Research worth $7.5M as of Q2 2026.
  • 3Chopt Investment Partners bought 598 Lam Research shares in Q2 2026, an estimated $182K.
  • Lam Research made up 1.41% of 3Chopt Investment Partners's portfolio in Q2 2026, its #9 holding.
  • 3Chopt Investment Partners first reported a position in Lam Research in Q4 2022 and has held it in 12 quarters since.
  • 3,118 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on 3Chopt Investment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.