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Berkshire Capital Holdings’s Lam Research LRCX Stock Holding History

Berkshire Capital Holdings’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 		$9.17M Buy
21,170
+21,160
+211,600% +$6.42M 1.98% 23
2026
Q1 		$2.14K Hold
10
– – ﹤0.01% 57
2025
Q4 		$1.71K Hold
10
– – ﹤0.01% 61
2025
Q3 		$1.34K Hold
10
– – ﹤0.01% 71
2025
Q2 		$973 Hold
10
– – ﹤0.01% 73
2025
Q1 		$727 Hold
10
– – ﹤0.01% 69
2024
Q4 		$722 Sell
10
-90
-90% -$6.83K ﹤0.01% 78
2024
Q3 		$8.16K Sell
100
-113,700
-100% -$9.89M ﹤0.01% 26
2024
Q2 		$12.1M Buy
113,800
+113,700
+113,700% +$10.9M 4.9% 12
2024
Q1 		$9.72K Hold
100
– – ﹤0.01% 23
2023
Q4 		$7.83K Hold
100
– – ﹤0.01% 25
2023
Q3 		$6.27K Hold
100
– – ﹤0.01% 23
2023
Q2 		$6.43K Hold
100
– – ﹤0.01% 26
2023
Q1 		$5.3K Hold
100
– – ﹤0.01% 26
2022
Q4 		$4.2K Hold
100
– – ﹤0.01% 26
2022
Q3 		$4K Hold
100
– – ﹤0.01% 30
2022
Q2 		$4K Hold
100
– – ﹤0.01% 29
2022
Q1 		$5K Sell
100
-243,800
-100% -$14.2M ﹤0.01% 34
2021
Q4 		$17.5M Buy
243,900
+243,800
+243,800% +$15.3M 2.34% 20
2021
Q3 		$6K Hold
100
– – ﹤0.01% 32
2021
Q2 		$7K Hold
100
– – ﹤0.01% 37
2021
Q1 		$6K Hold
100
– – ﹤0.01% 36
2020
Q4 		$5K Hold
100
– – ﹤0.01% 35
2020
Q3 		$3K Hold
100
– – ﹤0.01% 35
2020
Q2 		$3K Sell
100
-968,600
-100% -$26.4M ﹤0.01% 29
2020
Q1 		$23.2M Buy
968,700
+523,200
+117% +$15.1M 6.9% 5
2019
Q4 		$12.2M Sell
445,500
-283,300
-39% -$7.52M 3.89% 12
2019
Q3 		$16.8M Buy
+728,800
New +$15.3M 5.6% 5
2018
Q2 		– Sell
-272,000
Closed -$5.53M – 31
2018
Q1 		$5.53M Buy
+272,000
New +$5.39M 4.94% 10

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 $3.38T AUM 44.17% 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

Berkshire Capital Holdings's LRCX Position: Q2 2026 in Review

Berkshire Capital Holdings increased its Lam Research (LRCX) stake by 211,600% in Q2 2026, buying an estimated $6.42M and bringing the position to 21,170 shares worth $9.17M. The position accounts for 1.98% of the portfolio, ranked #23.

Berkshire Capital Holdings first reported a position in LRCX in Q1 2018 and has held it in 29 quarters since. The position peaked at $23.2M in Q1 2020. 3,144 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Berkshire Capital Holdings held 21,170 shares of Lam Research worth $9.17M as of Q2 2026.
  • Berkshire Capital Holdings bought 21,160 Lam Research shares in Q2 2026, an estimated $6.42M.
  • Lam Research made up 1.98% of Berkshire Capital Holdings's portfolio in Q2 2026, its #23 holding.
  • Berkshire Capital Holdings first reported a position in Lam Research in Q1 2018 and has held it in 29 quarters since.
  • Berkshire Capital Holdings's Lam Research position peaked at $23.2M in Q1 2020.
  • 3,144 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

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