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BDF Gestion’s Lam Research LRCX Stock Holding History

BDF Gestion’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 		$982K Sell
20,954
-11,008
-34% -$3.34M 0.13% 137
2026
Q1 		$6.83M Buy
31,962
+7,264
+29% +$1.62M 0.91% 16
2025
Q4 		$4.23M Sell
24,698
-1,646
-6% -$256K 0.52% 39
2025
Q3 		$3.53M Sell
26,344
-3,810
-13% -$403K 0.42% 55
2025
Q2 		$2.94M Buy
+30,154
New +$2.39M 0.33% 78

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

BDF Gestion's LRCX Position: Q2 2026 in Review

BDF Gestion reduced its Lam Research (LRCX) stake by 34% in Q2 2026, selling an estimated $3.34M and leaving 20,954 shares worth $982K. The position accounts for 0.13% of the portfolio, ranked #137.

BDF Gestion first reported a position in LRCX in Q2 2025 and has held it in 5 quarters since. The position peaked at $6.83M in Q1 2026. 3,130 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • BDF Gestion held 20,954 shares of Lam Research worth $982K as of Q2 2026.
  • BDF Gestion sold 11,008 Lam Research shares in Q2 2026, an estimated $3.34M.
  • Lam Research made up 0.13% of BDF Gestion's portfolio in Q2 2026, its #137 holding.
  • BDF Gestion first reported a position in Lam Research in Q2 2025 and has held it in 5 quarters since.
  • BDF Gestion's Lam Research position peaked at $6.83M in Q1 2026.
  • 3,130 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on BDF Gestion's 13F filing for Q2 2026, filed 7 Jul 2026.