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Bleakley Financial Group’s Lam Research LRCX Stock Holding History

Bleakley Financial Group’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 		$18.7M Buy
43,112
+745
+2% +$226K 0.24% 80
2026
Q1 		$9.05M Buy
42,367
+4,678
+12% +$1.05M 0.14% 116
2025
Q4 		$6.45M Buy
37,689
+3,396
+10% +$528K 0.11% 155
2025
Q3 		$4.59M Sell
34,293
-774
-2% -$82K 0.11% 166
2025
Q2 		$3.41M Buy
35,067
+7,549
+27% +$599K 0.09% 198
2025
Q1 		$2M Buy
27,518
+2,922
+12% +$230K 0.06% 243
2024
Q4 		$1.78M Sell
24,596
-904
-4% -$68.6K 0.05% 274
2024
Q3 		$2.08M Sell
25,500
-4,090
-14% -$356K 0.06% 248
2024
Q2 		$3.15M Sell
29,590
-80
-0.3% -$7.67K 0.09% 200
2024
Q1 		$2.88M Buy
29,670
+1,180
+4% +$104K 0.08% 229
2023
Q4 		$2.23M Buy
28,490
+4,070
+17% +$277K 0.07% 259
2023
Q3 		$1.53M Sell
24,420
-1,780
-7% -$117K 0.05% 304
2023
Q2 		$1.68M Sell
26,200
-30
-0.1% -$1.69K 0.05% 306
2023
Q1 		$1.39M Buy
26,230
+1,470
+6% +$72.1K 0.05% 327
2022
Q4 		$1.04M Buy
+24,760
New +$1.04M 0.04% 366

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 $3.37T AUM 44.26% 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

Bleakley Financial Group's LRCX Position: Q2 2026 in Review

Bleakley Financial Group increased its Lam Research (LRCX) stake by 1.8% in Q2 2026, buying an estimated $226K and bringing the position to 43,112 shares worth $18.7M. The position accounts for 0.24% of the portfolio, ranked #80.

Bleakley Financial Group first reported a position in LRCX in Q4 2022 and has held it in 15 quarters since. 3,118 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Bleakley Financial Group held 43,112 shares of Lam Research worth $18.7M as of Q2 2026.
  • Bleakley Financial Group bought 745 Lam Research shares in Q2 2026, an estimated $226K.
  • Lam Research made up 0.24% of Bleakley Financial Group's portfolio in Q2 2026, its #80 holding.
  • Bleakley Financial Group first reported a position in Lam Research in Q4 2022 and has held it in 15 quarters since.
  • 3,118 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.