Bayban’s Lam Research LRCX Stock Holding History

Bayban’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	$43.3K	Sell	100 -50	-33%	-$15.2K	0.03%	246
2026 Q1	$32K	Hold	150	–	–	0.03%	287
2025 Q4	$25.7K	Buy	+150	New	+$23.3K	0.02%	294

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

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

Norges Bank Oslo, Norway $1T AUM

Bayban's LRCX Position: Q2 2026 in Review

Bayban reduced its Lam Research (LRCX) stake by 33% in Q2 2026, selling an estimated $15.2K and leaving 100 shares worth $43.3K. The position accounts for 0.03% of the portfolio, ranked #246.

Bayban first reported a position in LRCX in Q4 2025 and has held it in 3 quarters since. 2,991 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Bayban held 100 shares of Lam Research worth $43.3K as of Q2 2026.
Bayban sold 50 Lam Research shares in Q2 2026, an estimated $15.2K.
Lam Research made up 0.03% of Bayban's portfolio in Q2 2026, its #246 holding.
Bayban first reported a position in Lam Research in Q4 2025 and has held it in 3 quarters since.
2,991 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Bayban's 13F filing for Q2 2026, filed 30 Jul 2026.