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Aspetuck Financial Management’s Lam Research LRCX Stock Holding History

Aspetuck Financial 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 		$10.9M Sell
25,049
-65
-0.3% -$19.7K 6.39% 2
2026
Q1 		$5.37M Buy
25,114
+4
+0% +$894 3.68% 6
2025
Q4 		$4.3M Hold
25,110
– – 2.89% 10
2025
Q3 		$3.36M Sell
25,110
-100
-0.4% -$10.6K 2.3% 16
2025
Q2 		$2.45M Sell
25,210
-150
-0.6% -$11.9K 1.85% 22
2025
Q1 		$1.84M Hold
25,360
– – 1.59% 23
2024
Q4 		$1.83M Buy
+25,360
New +$1.92M 1.43% 23

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

Aspetuck Financial Management's LRCX Position: Q2 2026 in Review

Aspetuck Financial Management reduced its Lam Research (LRCX) stake by 0.26% in Q2 2026, selling an estimated $19.7K and leaving 25,049 shares worth $10.9M. The position accounts for 6.39% of the portfolio, ranked #2.

Aspetuck Financial Management first reported a position in LRCX in Q4 2024 and has held it in 7 quarters since. 3,130 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Aspetuck Financial Management held 25,049 shares of Lam Research worth $10.9M as of Q2 2026.
  • Aspetuck Financial Management sold 65 Lam Research shares in Q2 2026, an estimated $19.7K.
  • Lam Research made up 6.39% of Aspetuck Financial Management's portfolio in Q2 2026, its #2 holding.
  • Aspetuck Financial Management first reported a position in Lam Research in Q4 2024 and has held it in 7 quarters since.
  • 3,130 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Aspetuck Financial Management's 13F filing for Q2 2026, filed 11 Aug 2026.