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Bayforest Capital’s Lam Research LRCX Stock Holding History

Bayforest 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 		$21.2K Sell
49
-195
-80% -$59.2K 0.02% 779
2026
Q1 		$52.1K Sell
244
-127
-34% -$28.4K 0.06% 545
2025
Q4 		$63.5K Sell
371
-6,678
-95% -$1.04M 0.05% 550
2025
Q3 		$944K Buy
+7,049
New +$746K 0.45% 20
2025
Q1 		– Sell
-3,181
Closed -$230K – 825
2024
Q4 		$230K Buy
+3,181
New +$241K 0.29% 99

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

Bayforest Capital's LRCX Position: Q2 2026 in Review

Bayforest Capital reduced its Lam Research (LRCX) stake by 80% in Q2 2026, selling an estimated $59.2K and leaving 49 shares worth $21.2K. The position accounts for 0.02% of the portfolio, ranked #779.

Bayforest Capital first reported a position in LRCX in Q4 2024 and has held it in 5 quarters since. The position peaked at $944K in Q3 2025. 3,112 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Bayforest Capital held 49 shares of Lam Research worth $21.2K as of Q2 2026.
  • Bayforest Capital sold 195 Lam Research shares in Q2 2026, an estimated $59.2K.
  • Lam Research made up 0.02% of Bayforest Capital's portfolio in Q2 2026, its #779 holding.
  • Bayforest Capital first reported a position in Lam Research in Q4 2024 and has held it in 5 quarters since.
  • Bayforest Capital's Lam Research position peaked at $944K in Q3 2025.
  • 3,112 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Bayforest Capital's 13F filing for Q2 2026, filed 5 Aug 2026.