Bearing Point Capital’s Lam Research LRCX Stock Holding History

Bearing Point 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	$589K	Hold	1,360	–	–	0.08%	142
2026 Q1	$291K	Sell	1,360 -5	-0.4%	-$1.12K	0.05%	150
2025 Q4	$234K	Buy	+1,365	New	+$212K	0.04%	172

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Bearing Point Capital's LRCX Position: Q2 2026 in Review

Bearing Point Capital held its Lam Research (LRCX) position steady in Q2 2026 at 1,360 shares worth $589K. The position accounts for 0.08% of the portfolio, ranked #142.

Bearing Point Capital first reported a position in LRCX in Q4 2025 and has held it in 3 quarters since. 3,130 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Bearing Point Capital held 1,360 shares of Lam Research worth $589K as of Q2 2026.
Bearing Point Capital left its Lam Research share count unchanged in Q2 2026.
Lam Research made up 0.08% of Bearing Point Capital's portfolio in Q2 2026, its #142 holding.
Bearing Point Capital first reported a position in Lam Research in Q4 2025 and has held it in 3 quarters since.
3,130 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Bearing Point Capital's 13F filing for Q2 2026, filed 11 Aug 2026.