Armis Advisers’s Lam Research LRCX Stock Holding History

Armis Advisers’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	$437K	Buy	1,248 +47	+4%	+$14.3K	0.04%	293
2026 Q1	$355K	Sell	1,201 -1	-0.1%	-$224	0.03%	315
2025 Q4	$275K	Buy	+1,202	New	+$187K	0.03%	339

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

Armis Advisers's LRCX Position: Q2 2026 in Review

Armis Advisers increased its Lam Research (LRCX) stake by 3.9% in Q2 2026, buying an estimated $14.3K and bringing the position to 1,248 shares worth $437K. The position accounts for 0.04% of the portfolio, ranked #293.

Armis Advisers first reported a position in LRCX in Q4 2025 and has held it in 3 quarters since. 3,118 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Armis Advisers held 1,248 shares of Lam Research worth $437K as of Q2 2026.
Armis Advisers bought 47 Lam Research shares in Q2 2026, an estimated $14.3K.
Lam Research made up 0.04% of Armis Advisers's portfolio in Q2 2026, its #293 holding.
Armis Advisers first reported a position in Lam Research in Q4 2025 and has held it in 3 quarters since.
3,118 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Armis Advisers's 13F filing for Q2 2026, filed 7 Jul 2026.