Atom Investors’s Lam Research LRCX Stock Holding History

Atom Investors’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	$4.13M	Buy	+9,535	New	+$2.89M	0.37%	34
2019 Q2	–	Sell	-29,920	Closed	-$536K	–	526
2019 Q1	$536K	Sell	29,920 -201,230	-87%	-$3.36M	0.05%	304
2018 Q4	$3.15M	Buy	+231,150	New	+$3.31M	0.31%	67

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

Atom Investors's LRCX Position: Q2 2026 in Review

Atom Investors opened a new position in Lam Research (LRCX) in Q2 2026: 9,535 shares worth $4.13M. The stake represents 0.37% of the portfolio and ranks #34 among its holdings. This is a return to the name: Atom Investors previously reported a position in LRCX as recently as Q1 2019.

Atom Investors first reported a position in LRCX in Q4 2018 and has held it in 3 quarters since. 3,137 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Atom Investors held 9,535 shares of Lam Research worth $4.13M as of Q2 2026.
Lam Research was a new Atom Investors position in Q2 2026.
Lam Research made up 0.37% of Atom Investors's portfolio in Q2 2026, its #34 holding.
Atom Investors first reported a position in Lam Research in Q4 2018 and has held it in 3 quarters since.
3,137 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Atom Investors's 13F filing for Q2 2026, filed 14 Aug 2026.