BAMCO Inc
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BAMCO Inc’s Lam Research LRCX Stock Holding History

BAMCO Inc’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 		$56M Buy
129,318
+12,648
+11% +$3.84M 0.08% 120
2026
Q1 		$24.9M Buy
116,670
+88,641
+316% +$19.8M 0.08% 179
2025
Q4 		$4.8M Buy
28,029
+14,500
+107% +$2.26M 0.01% 255
2025
Q3 		$1.81M Sell
13,529
-1,039
-7% -$110K ﹤0.01% 283
2025
Q2 		$1.42M Buy
14,568
+5,549
+62% +$440K ﹤0.01% 283
2025
Q1 		$656K Hold
9,019
– – ﹤0.01% 302
2024
Q4 		$651K Buy
9,019
+709
+9% +$53.8K ﹤0.01% 300
2024
Q3 		$678K Sell
8,310
-109,620
-93% -$9.53M ﹤0.01% 312
2024
Q2 		$12.6M Buy
117,930
+30
+0% +$2.88K 0.04% 231
2024
Q1 		$11.5M Buy
117,900
+14,900
+14% +$1.31M 0.03% 238
2023
Q4 		$8.07M Buy
103,000
+100,940
+4,900% +$6.88M 0.02% 245
2023
Q3 		$129K Buy
2,060
+370
+22% +$24.3K ﹤0.01% 326
2023
Q2 		$109K Buy
1,690
+250
+17% +$14.1K ﹤0.01% 337
2023
Q1 		$76.3K Buy
1,440
+50
+4% +$2.45K ﹤0.01% 355
2022
Q4 		$58.4K Buy
1,390
+220
+19% +$9.2K ﹤0.01% 368
2022
Q3 		$43K Buy
1,170
+60
+5% +$2.67K ﹤0.01% 363
2022
Q2 		$47K Hold
1,110
– – ﹤0.01% 366
2022
Q1 		$60K Buy
+1,110
New +$64.6K ﹤0.01% 384

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

BAMCO Inc's LRCX Position: Q2 2026 in Review

BAMCO Inc increased its Lam Research (LRCX) stake by 11% in Q2 2026, buying an estimated $3.84M and bringing the position to 129,318 shares worth $56M. The position accounts for 0.08% of the portfolio, ranked #120.

BAMCO Inc first reported a position in LRCX in Q1 2022 and has held it in 18 quarters since. 3,125 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • BAMCO Inc held 129,318 shares of Lam Research worth $56M as of Q2 2026.
  • BAMCO Inc bought 12,648 Lam Research shares in Q2 2026, an estimated $3.84M.
  • Lam Research made up 0.08% of BAMCO Inc's portfolio in Q2 2026, its #120 holding.
  • BAMCO Inc first reported a position in Lam Research in Q1 2022 and has held it in 18 quarters since.
  • 3,125 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on BAMCO Inc's 13F filing for Q2 2026, filed 14 Aug 2026.