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Atalanta Sosnoff Capital’s Lam Research LRCX Stock Holding History

Atalanta Sosnoff Capital’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 		$97.2M Buy
224,322
+64
+0% +$19.4K 1.71% 20
2026
Q1 		$47.9M Sell
224,258
-210,854
-48% -$47.1M 1.03% 35
2025
Q4 		$74.5M Buy
435,112
+6
+0% +$933 1.45% 24
2025
Q3 		$58.3M Sell
435,106
-237,245
-35% -$25.1M 1.12% 30
2025
Q2 		$65.4M Buy
+672,351
New +$53.3M 1.33% 26
2025
Q1 		– Sell
-5,195
Closed -$375K – 111
2024
Q4 		$375K Sell
5,195
-70,265
-93% -$5.33M 0.01% 78
2024
Q3 		$6.16M Sell
75,460
-296,840
-80% -$25.8M 0.13% 64
2024
Q2 		$39.6M Buy
372,300
+27,340
+8% +$2.62M 0.89% 40
2024
Q1 		$33.5M Sell
344,960
-228,650
-40% -$20.1M 0.77% 45
2023
Q4 		$44.9M Sell
573,610
-9,050
-2% -$617K 1.16% 33
2023
Q3 		$36.5M Sell
582,660
-47,660
-8% -$3.13M 1.08% 37
2023
Q2 		$40.5M Buy
630,320
+20,120
+3% +$1.13M 1.1% 36
2023
Q1 		$32.3M Sell
610,200
-502,520
-45% -$24.7M 0.94% 47
2022
Q4 		$46.8M Buy
+1,112,720
New +$46.5M 1.44% 28

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

Atalanta Sosnoff Capital's LRCX Position: Q2 2026 in Review

Atalanta Sosnoff Capital increased its Lam Research (LRCX) stake by 0.03% in Q2 2026, buying an estimated $19.4K and bringing the position to 224,322 shares worth $97.2M. The position accounts for 1.71% of the portfolio, ranked #20.

Atalanta Sosnoff Capital first reported a position in LRCX in Q4 2022 and has held it in 14 quarters since. 3,109 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Atalanta Sosnoff Capital held 224,322 shares of Lam Research worth $97.2M as of Q2 2026.
  • Atalanta Sosnoff Capital bought 64 Lam Research shares in Q2 2026, an estimated $19.4K.
  • Lam Research made up 1.71% of Atalanta Sosnoff Capital's portfolio in Q2 2026, its #20 holding.
  • Atalanta Sosnoff Capital first reported a position in Lam Research in Q4 2022 and has held it in 14 quarters since.
  • 3,109 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

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