Americana Partners’s Lam Research LRCX Stock Holding History

Americana 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	$4.46M	Sell	10,295 -3,865	-27%	-$1.17M	0.1%	151
2026 Q1	$3.03M	Buy	14,160 +5,969	+73%	+$1.33M	0.08%	179
2025 Q4	$1.4M	Buy	8,191 +1,826	+29%	+$284K	0.04%	245
2025 Q3	$852K	Buy	6,365 +898	+16%	+$95.1K	0.03%	275
2025 Q2	$532K	Buy	5,467 +454	+9%	+$36K	0.02%	299
2025 Q1	$364K	Buy	5,013 +1,587	+46%	+$125K	0.01%	306
2024 Q4	$247K	Sell	3,426 -1,474	-30%	-$112K	0.01%	357
2024 Q3	$400K	Hold	4,900	–	–	0.03%	273
2024 Q2	$522K	Buy	4,900 +2,280	+87%	+$219K	0.04%	225
2024 Q1	$255K	Buy	+2,620	New	+$230K	0.02%	310
2022 Q1	–	Sell	-3,740	Closed	-$269K	–	259
2021 Q4	$269K	Sell	3,740 -1,470	-28%	-$92.2K	0.05%	217
2021 Q3	$296K	Buy	+5,210	New	+$317K	0.07%	186

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

Americana Partners's LRCX Position: Q2 2026 in Review

Americana Partners reduced its Lam Research (LRCX) stake by 27% in Q2 2026, selling an estimated $1.17M and leaving 10,295 shares worth $4.46M. The position accounts for 0.1% of the portfolio, ranked #151.

Americana Partners first reported a position in LRCX in Q3 2021 and has held it in 12 quarters since. 3,114 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Americana Partners held 10,295 shares of Lam Research worth $4.46M as of Q2 2026.
Americana Partners sold 3,865 Lam Research shares in Q2 2026, an estimated $1.17M.
Lam Research made up 0.1% of Americana Partners's portfolio in Q2 2026, its #151 holding.
Americana Partners first reported a position in Lam Research in Q3 2021 and has held it in 12 quarters since.
3,114 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Americana Partners's 13F filing for Q2 2026, filed 5 Aug 2026.