American Trust’s Lam Research LRCX Stock Holding History

American Trust’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	$375K	Buy	+866	New	+$263K	0.03%	215
2023 Q3	–	Sell	-7,020	Closed	-$451K	–	364
2023 Q2	$451K	Sell	7,020 -290	-4%	-$16.3K	0.03%	233
2023 Q1	$388K	Sell	7,310 -70	-0.9%	-$3.44K	0.03%	255
2022 Q4	$310K	Buy	+7,380	New	+$309K	0.03%	304
2022 Q1	–	Sell	-3,060	Closed	-$220K	–	523
2021 Q4	$220K	Buy	+3,060	New	+$192K	0.02%	330

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

American Trust's LRCX Position: Q2 2026 in Review

American Trust opened a new position in Lam Research (LRCX) in Q2 2026: 866 shares worth $375K. The stake represents 0.03% of the portfolio and ranks #215 among its holdings. This is a return to the name: American Trust previously reported a position in LRCX as recently as Q2 2023.

American Trust first reported a position in LRCX in Q4 2021 and has held it in 5 quarters since. The position peaked at $451K in Q2 2023. 3,138 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

American Trust held 866 shares of Lam Research worth $375K as of Q2 2026.
Lam Research was a new American Trust position in Q2 2026.
Lam Research made up 0.03% of American Trust's portfolio in Q2 2026, its #215 holding.
American Trust first reported a position in Lam Research in Q4 2021 and has held it in 5 quarters since.
American Trust's Lam Research position peaked at $451K in Q2 2023.
3,138 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on American Trust's 13F filing for Q2 2026, filed 14 Aug 2026.