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Brand Asset Management Group’s Lam Research LRCX Stock Holding History

Brand Asset Management 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 		$637K Buy
1,470
+5
+0.3% +$1.52K 0.14% 104
2026
Q1 		$313K Sell
1,465
-275
-16% -$61.5K 0.08% 140
2025
Q4 		$298K Sell
1,740
-192
-10% -$29.9K 0.08% 129
2025
Q3 		$259K Buy
+1,932
New +$205K 0.07% 128

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

Brand Asset Management Group's LRCX Position: Q2 2026 in Review

Brand Asset Management Group increased its Lam Research (LRCX) stake by 0.34% in Q2 2026, buying an estimated $1.52K and bringing the position to 1,470 shares worth $637K. The position accounts for 0.14% of the portfolio, ranked #104.

Brand Asset Management Group first reported a position in LRCX in Q3 2025 and has held it in 4 quarters since. 3,146 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Brand Asset Management Group held 1,470 shares of Lam Research worth $637K as of Q2 2026.
  • Brand Asset Management Group bought 5 Lam Research shares in Q2 2026, an estimated $1.52K.
  • Lam Research made up 0.14% of Brand Asset Management Group's portfolio in Q2 2026, its #104 holding.
  • Brand Asset Management Group first reported a position in Lam Research in Q3 2025 and has held it in 4 quarters since.
  • 3,146 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Brand Asset Management Group's 13F filing for Q2 2026, filed 12 Aug 2026.