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Ballast Advisors’s Lam Research LRCX Stock Holding History

Ballast Advisors’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 		$665K Sell
1,534
-291
-16% -$88.3K 0.16% 72
2026
Q1 		$390K Sell
1,825
-100
-5% -$22.4K 0.11% 78
2025
Q4 		$330K Sell
1,925
-196
-9% -$30.5K 0.09% 91
2025
Q3 		$284K Hold
2,121
– – 0.08% 96
2025
Q2 		$206K Buy
+2,121
New +$168K 0.06% 109
2024
Q3 		– Sell
-2,380
Closed -$253K – 166
2024
Q2 		$253K Hold
2,380
– – 0.08% 99
2024
Q1 		$231K Buy
+2,380
New +$209K 0.08% 105

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

Ballast Advisors's LRCX Position: Q2 2026 in Review

Ballast Advisors reduced its Lam Research (LRCX) stake by 16% in Q2 2026, selling an estimated $88.3K and leaving 1,534 shares worth $665K. The position accounts for 0.16% of the portfolio, ranked #72.

Ballast Advisors first reported a position in LRCX in Q1 2024 and has held it in 7 quarters since. 3,114 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Ballast Advisors held 1,534 shares of Lam Research worth $665K as of Q2 2026.
  • Ballast Advisors sold 291 Lam Research shares in Q2 2026, an estimated $88.3K.
  • Lam Research made up 0.16% of Ballast Advisors's portfolio in Q2 2026, its #72 holding.
  • Ballast Advisors first reported a position in Lam Research in Q1 2024 and has held it in 7 quarters since.
  • 3,114 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Ballast Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.