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Bradley Foster & Sargent’s Lam Research LRCX Stock Holding History

Bradley Foster & Sargent’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 		$1.61M Buy
3,721
+298
+9% +$90.5K 0.02% 261
2026
Q1 		$731K Buy
3,423
+123
+4% +$27.5K 0.01% 327
2025
Q4 		$565K Sell
3,300
-180
-5% -$28K 0.01% 376
2025
Q3 		$466K Sell
3,480
-2,060
-37% -$218K 0.01% 402
2025
Q2 		$539K Buy
5,540
+132
+2% +$10.5K 0.01% 377
2025
Q1 		$393K Sell
5,408
-143
-3% -$11.3K 0.01% 367
2024
Q4 		$401K Sell
5,551
-729
-12% -$55.3K 0.01% 384
2024
Q3 		$512K Buy
6,280
+1,500
+31% +$130K 0.01% 356
2024
Q2 		$509K Buy
4,780
+2,480
+108% +$238K 0.01% 352
2024
Q1 		$223K Buy
+2,300
New +$202K ﹤0.01% 421

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

Bradley Foster & Sargent's LRCX Position: Q2 2026 in Review

Bradley Foster & Sargent increased its Lam Research (LRCX) stake by 8.7% in Q2 2026, buying an estimated $90.5K and bringing the position to 3,721 shares worth $1.61M. The position accounts for 0.02% of the portfolio, ranked #261.

Bradley Foster & Sargent first reported a position in LRCX in Q1 2024 and has held it in 10 quarters since. 3,123 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Bradley Foster & Sargent held 3,721 shares of Lam Research worth $1.61M as of Q2 2026.
  • Bradley Foster & Sargent bought 298 Lam Research shares in Q2 2026, an estimated $90.5K.
  • Lam Research made up 0.02% of Bradley Foster & Sargent's portfolio in Q2 2026, its #261 holding.
  • Bradley Foster & Sargent first reported a position in Lam Research in Q1 2024 and has held it in 10 quarters since.
  • 3,123 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Bradley Foster & Sargent's 13F filing for Q2 2026, filed 14 Aug 2026.