Beck Capital Management’s Lam Research LRCX Stock Holding History

Beck Capital Management’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	$420K	Buy	+968	New	+$294K	0.08%	105
2021 Q4	–	Sell	-11,310	Closed	-$644K	–	147
2021 Q3	$644K	Buy	11,310 +1,740	+18%	+$106K	0.22%	112
2021 Q2	$623K	Buy	+9,570	New	+$604K	0.21%	108
2020 Q2	–	Sell	-20,750	Closed	-$498K	–	92
2020 Q1	$498K	Buy	+20,750	New	+$597K	0.46%	47

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 $3.38T AUM 44.17% 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

Beck Capital Management's LRCX Position: Q2 2026 in Review

Beck Capital Management opened a new position in Lam Research (LRCX) in Q2 2026: 968 shares worth $420K. The stake represents 0.08% of the portfolio and ranks #105 among its holdings. This is a return to the name: Beck Capital Management previously reported a position in LRCX as recently as Q3 2021.

Beck Capital Management first reported a position in LRCX in Q1 2020 and has held it in 4 quarters since. The position peaked at $644K in Q3 2021. 3,146 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Beck Capital Management held 968 shares of Lam Research worth $420K as of Q2 2026.
Lam Research was a new Beck Capital Management position in Q2 2026.
Lam Research made up 0.08% of Beck Capital Management's portfolio in Q2 2026, its #105 holding.
Beck Capital Management first reported a position in Lam Research in Q1 2020 and has held it in 4 quarters since.
Beck Capital Management's Lam Research position peaked at $644K in Q3 2021.
3,146 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Beck Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.