Birinyi Associates’s Lam Research LRCX Stock Holding History

Birinyi Associates’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	$3.67M	Buy	8,480 +1,480	+21%	+$449K	0.87%	23
2026 Q1	$1.5M	Hold	7,000	–	–	0.41%	29
2025 Q4	$1.2M	Hold	7,000	–	–	0.3%	32
2025 Q3	$937K	Hold	7,000	–	–	0.24%	36
2025 Q2	$681K	Sell	7,000 -1,185	-14%	-$94K	0.2%	41
2025 Q1	$595K	Buy	8,185 +1,185	+17%	+$93.3K	0.19%	44
2024 Q4	$506K	Sell	7,000 -500	-7%	-$37.9K	0.14%	48
2024 Q3	$612K	Hold	7,500	–	–	0.18%	46
2024 Q2	$799K	Hold	7,500	–	–	0.24%	40
2024 Q1	$729K	Hold	7,500	–	–	0.24%	39
2023 Q4	$587K	Hold	7,500	–	–	0.21%	41
2023 Q3	$470K	Hold	7,500	–	–	0.19%	43
2023 Q2	$482K	Hold	7,500	–	–	0.18%	44
2023 Q1	$398K	Sell	7,500 -5,000	-40%	-$245K	0.16%	48
2022 Q4	$525K	Buy	12,500 +5,000	+67%	+$209K	0.25%	42
2022 Q3	$275K	Hold	7,500	–	–	0.13%	52
2022 Q2	$320K	Hold	7,500	–	–	0.14%	47
2022 Q1	$403K	Hold	7,500	–	–	0.14%	45
2021 Q4	$539K	Sell	7,500 -35,500	-83%	-$2.23M	0.17%	48
2021 Q3	$2.45M	Buy	43,000 +500	+1%	+$30.4K	0.82%	23
2021 Q2	$2.77M	Buy	42,500 +33,000	+347%	+$2.08M	0.96%	21
2021 Q1	$565K	Sell	9,500 -8,000	-46%	-$436K	0.22%	49
2020 Q4	$826K	Buy	17,500 +10,000	+133%	+$421K	0.31%	41
2020 Q3	$249K	Sell	7,500 -22,500	-75%	-$775K	0.11%	57
2020 Q2	$970K	Buy	30,000 +7,500	+33%	+$205K	0.48%	35
2020 Q1	$540K	Buy	+22,500	New	+$648K	0.29%	42
2018 Q3	–	Sell	-35,000	Closed	-$605K	–	99
2018 Q2	$605K	Buy	35,000 +25,000	+250%	+$482K	0.24%	51
2018 Q1	$203K	Buy	+10,000	New	+$198K	0.08%	94

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

Birinyi Associates's LRCX Position: Q2 2026 in Review

Birinyi Associates increased its Lam Research (LRCX) stake by 21% in Q2 2026, buying an estimated $449K and bringing the position to 8,480 shares worth $3.67M. The position accounts for 0.87% of the portfolio, ranked #23.

Birinyi Associates first reported a position in LRCX in Q1 2018 and has held it in 28 quarters since. 3,123 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Birinyi Associates held 8,480 shares of Lam Research worth $3.67M as of Q2 2026.
Birinyi Associates bought 1,480 Lam Research shares in Q2 2026, an estimated $449K.
Lam Research made up 0.87% of Birinyi Associates's portfolio in Q2 2026, its #23 holding.
Birinyi Associates first reported a position in Lam Research in Q1 2018 and has held it in 28 quarters since.
3,123 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Birinyi Associates's 13F filing for Q2 2026, filed 5 Aug 2026.