Bellevue Asset Management’s Lam Research LRCX Stock Holding History

Bellevue Asset 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	$1.95M	Sell	4,496 -494	-10%	-$150K	0.9%	20
2026 Q1	$1.07M	Hold	4,990	–	–	0.53%	29
2025 Q4	$854K	Hold	4,990	–	–	0.28%	33
2025 Q3	$668K	Hold	4,990	–	–	0.31%	38
2025 Q2	$486K	Hold	4,990	–	–	0.24%	42
2025 Q1	$363K	Hold	4,990	–	–	0.2%	47
2024 Q4	$360K	Hold	4,990	–	–	0.19%	49
2024 Q3	$407K	Hold	4,990	–	–	0.21%	45
2024 Q2	$531K	Hold	4,990	–	–	0.29%	38
2024 Q1	$485K	Hold	4,990	–	–	0.28%	38
2023 Q4	$391K	Hold	4,990	–	–	0.35%	44
2023 Q3	$313K	Hold	4,990	–	–	0.21%	42
2023 Q2	$321K	Hold	4,990	–	–	0.2%	41
2023 Q1	$265K	Hold	4,990	–	–	0.18%	48
2022 Q4	$208K	Hold	4,990	–	–	0.16%	53
2022 Q3	$194K	Hold	4,990	–	–	0.15%	58
2022 Q2	$216K	Hold	4,990	–	–	0.16%	60
2022 Q1	$273K	Hold	4,990	–	–	0.17%	58
2021 Q4	$359K	Hold	4,990	–	–	0.21%	50
2021 Q3	$287K	Hold	4,990	–	–	0.18%	58
2021 Q2	$325K	Hold	4,990	–	–	0.2%	54
2021 Q1	$298K	Hold	4,990	–	–	0.18%	57
2020 Q4	$279K	Hold	4,990	–	–	0.17%	56
2020 Q3	$166K	Hold	4,990	–	–	0.12%	79
2020 Q2	$161K	Hold	4,990	–	–	0.17%	80
2020 Q1	$133K	Sell	4,990 -1,010	-17%	-$29.1K	0.14%	93
2019 Q4	$175K	Buy	+6,000	New	+$159K	0.14%	75

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

Bellevue Asset Management's LRCX Position: Q2 2026 in Review

Bellevue Asset Management reduced its Lam Research (LRCX) stake by 9.9% in Q2 2026, selling an estimated $150K and leaving 4,496 shares worth $1.95M. The position accounts for 0.9% of the portfolio, ranked #20.

Bellevue Asset Management first reported a position in LRCX in Q4 2019 and has held it in 27 quarters since. 3,114 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Bellevue Asset Management held 4,496 shares of Lam Research worth $1.95M as of Q2 2026.
Bellevue Asset Management sold 494 Lam Research shares in Q2 2026, an estimated $150K.
Lam Research made up 0.9% of Bellevue Asset Management's portfolio in Q2 2026, its #20 holding.
Bellevue Asset Management first reported a position in Lam Research in Q4 2019 and has held it in 27 quarters since.
3,114 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Bellevue Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.