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Abacus FCF Advisors’s Lam Research LRCX Stock Holding History

Abacus FCF Advisors’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 		$19.5M Sell
45,031
-15,959
-26% -$4.84M 3.59% 4
2026
Q1 		$13M Sell
60,990
-43,740
-42% -$9.78M 2.93% 6
2025
Q4 		$17.9M Buy
+104,730
New +$16.3M 2.34% 11
2025
Q2 		– Sell
-42,615
Closed -$3.1M – 77
2025
Q1 		$3.1M Sell
42,615
-75,607
-64% -$5.95M 0.49% 56
2024
Q4 		$8.54M Buy
118,222
+84,412
+250% +$6.4M 1.12% 21
2024
Q3 		$2.76M Sell
33,810
-17,460
-34% -$1.52M 0.64% 47
2024
Q2 		$5.46M Buy
51,270
+15,470
+43% +$1.48M 1.36% 13
2024
Q1 		$3.48M Buy
+35,800
New +$3.15M 0.87% 35

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

Abacus FCF Advisors's LRCX Position: Q2 2026 in Review

Abacus FCF Advisors reduced its Lam Research (LRCX) stake by 26% in Q2 2026, selling an estimated $4.84M and leaving 45,031 shares worth $19.5M. The position accounts for 3.59% of the portfolio, ranked #4.

Abacus FCF Advisors first reported a position in LRCX in Q1 2024 and has held it in 8 quarters since. 3,129 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Abacus FCF Advisors held 45,031 shares of Lam Research worth $19.5M as of Q2 2026.
  • Abacus FCF Advisors sold 15,959 Lam Research shares in Q2 2026, an estimated $4.84M.
  • Lam Research made up 3.59% of Abacus FCF Advisors's portfolio in Q2 2026, its #4 holding.
  • Abacus FCF Advisors first reported a position in Lam Research in Q1 2024 and has held it in 8 quarters since.
  • 3,129 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Abacus FCF Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.