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Bridgefront Capital’s Lam Research LRCX Stock Holding History

Bridgefront Capital’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 		$2.39M Buy
5,513
+4,121
+296% +$1.25M 0.63% 18
2026
Q1 		$297K Sell
1,392
-634
-31% -$142K 0.07% 394
2025
Q4 		$347K Sell
2,026
-30,921
-94% -$4.81M 0.09% 345
2025
Q3 		$4.41M Buy
32,947
+19,419
+144% +$2.06M 1.3% 1
2025
Q2 		$1.32M Buy
13,528
+4,850
+56% +$385K 0.35% 56
2025
Q1 		$631K Buy
8,678
+4,644
+115% +$366K 0.18% 188
2024
Q4 		$291K Buy
+4,034
New +$306K 0.1% 369

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

Bridgefront Capital's LRCX Position: Q2 2026 in Review

Bridgefront Capital increased its Lam Research (LRCX) stake by 296% in Q2 2026, buying an estimated $1.25M and bringing the position to 5,513 shares worth $2.39M. The position accounts for 0.63% of the portfolio, ranked #18.

Bridgefront Capital first reported a position in LRCX in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.41M in Q3 2025. 3,130 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Bridgefront Capital held 5,513 shares of Lam Research worth $2.39M as of Q2 2026.
  • Bridgefront Capital bought 4,121 Lam Research shares in Q2 2026, an estimated $1.25M.
  • Lam Research made up 0.63% of Bridgefront Capital's portfolio in Q2 2026, its #18 holding.
  • Bridgefront Capital first reported a position in Lam Research in Q4 2024 and has held it in 7 quarters since.
  • Bridgefront Capital's Lam Research position peaked at $4.41M in Q3 2025.
  • 3,130 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

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