Brown, Lisle/Cummings’s Lam Research LRCX Stock Holding History

Brown, Lisle/Cummings’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	$677K	Buy	1,562 +10	+0.6%	+$3.04K	0.15%	134
2026 Q1	$332K	Buy	1,552 +31	+2%	+$6.93K	0.08%	181
2025 Q4	$260K	Hold	1,521	–	–	0.06%	192
2025 Q3	$204K	Hold	1,521	–	–	0.05%	208
2025 Q2	$148K	Hold	1,521	–	–	0.04%	239
2025 Q1	$111K	Buy	1,521 +71	+5%	+$5.59K	0.03%	259
2024 Q4	$105K	Buy	1,450 +650	+81%	+$49.3K	0.03%	261
2024 Q3	$65.3K	Hold	800	–	–	0.02%	296
2024 Q2	$85.2K	Hold	800	–	–	0.03%	266
2024 Q1	$77.7K	Hold	800	–	–	0.03%	257
2023 Q4	$62.7K	Hold	800	–	–	0.02%	268
2023 Q3	$50.1K	Hold	800	–	–	0.02%	272
2023 Q2	$51.4K	Buy	800 +600	+300%	+$33.8K	0.02%	275
2023 Q1	$10.6K	Hold	200	–	–	0.01%	389
2022 Q4	$8.41K	Hold	200	–	–	﹤0.01%	401
2022 Q3	$7.32K	Hold	200	–	–	﹤0.01%	404
2022 Q2	$8.52K	Hold	200	–	–	﹤0.01%	380
2022 Q1	$10.8K	Buy	+200	New	+$11.6K	0.01%	376

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

Brown, Lisle/Cummings's LRCX Position: Q2 2026 in Review

Brown, Lisle/Cummings increased its Lam Research (LRCX) stake by 0.64% in Q2 2026, buying an estimated $3.04K and bringing the position to 1,562 shares worth $677K. The position accounts for 0.15% of the portfolio, ranked #134.

Brown, Lisle/Cummings first reported a position in LRCX in Q1 2022 and has held it in 18 quarters since. 3,130 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Brown, Lisle/Cummings held 1,562 shares of Lam Research worth $677K as of Q2 2026.
Brown, Lisle/Cummings bought 10 Lam Research shares in Q2 2026, an estimated $3.04K.
Lam Research made up 0.15% of Brown, Lisle/Cummings's portfolio in Q2 2026, its #134 holding.
Brown, Lisle/Cummings first reported a position in Lam Research in Q1 2022 and has held it in 18 quarters since.
3,130 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q2 2026, filed 2 Sep 2026.