Accent Capital Management’s Lam Research LRCX Stock Holding History

Accent Capital 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	$4.76M	Sell	10,978 -2,929	-21%	-$889K	2.06%	13
2026 Q1	$2.97M	Sell	13,907 -126	-0.9%	-$28.2K	1.44%	17
2025 Q4	$2.41M	Hold	14,033	–	–	1.03%	19
2025 Q3	$1.88M	Sell	14,033 -6,738	-32%	-$713K	0.79%	25
2025 Q2	$2.03M	Sell	20,771 -430	-2%	-$34.1K	0.9%	23
2025 Q1	$1.55M	Buy	+21,201	New	+$1.67M	0.89%	22
2024 Q4	–	Sell	-21,670	Closed	-$1.77M	–	206
2024 Q3	$1.77M	Sell	21,670 -4,050	-16%	-$352K	1.02%	19
2024 Q2	$2.74M	Buy	25,720 +70	+0.3%	+$6.71K	1.68%	13
2024 Q1	$2.5M	Buy	25,650 +1,820	+8%	+$160K	2.16%	11
2023 Q4	$1.87M	Buy	+23,830	New	+$1.62M	1.47%	14

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

Accent Capital Management's LRCX Position: Q2 2026 in Review

Accent Capital Management reduced its Lam Research (LRCX) stake by 21% in Q2 2026, selling an estimated $889K and leaving 10,978 shares worth $4.76M. The position accounts for 2.06% of the portfolio, ranked #13.

Accent Capital Management first reported a position in LRCX in Q4 2023 and has held it in 10 quarters since. 3,121 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Accent Capital Management held 10,978 shares of Lam Research worth $4.76M as of Q2 2026.
Accent Capital Management sold 2,929 Lam Research shares in Q2 2026, an estimated $889K.
Lam Research made up 2.06% of Accent Capital Management's portfolio in Q2 2026, its #13 holding.
Accent Capital Management first reported a position in Lam Research in Q4 2023 and has held it in 10 quarters since.
3,121 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Accent Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.