Bruce G. Allen Investments’s Lam Research LRCX Stock Holding History

Bruce G. Allen Investments’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	$32.9K	Sell	76 -55	-42%	-$16.7K	0.02%	336
2026 Q1	$28K	Sell	131 -6	-4%	-$1.34K	0.02%	350
2025 Q4	$23.5K	Sell	137 -284	-67%	-$44.2K	0.02%	377
2025 Q3	$56.4K	Hold	421	–	–	0.04%	245
2025 Q2	$41K	Buy	421 +284	+207%	+$22.5K	0.03%	284
2025 Q1	$9.96K	Hold	137	–	–	0.01%	461
2024 Q4	$9.9K	Buy	+137	New	+$10.4K	0.01%	476
2024 Q3	–	Sell	-380	Closed	-$40.5K	–	1125
2024 Q2	$40.5K	Sell	380 -210	-36%	-$20.1K	0.03%	278
2024 Q1	$57.3K	Buy	590 +80	+16%	+$7.04K	0.05%	218
2023 Q4	$39.9K	Buy	+510	New	+$34.8K	0.04%	273

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 $3.38T AUM 44.17% 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

Bruce G. Allen Investments's LRCX Position: Q2 2026 in Review

Bruce G. Allen Investments reduced its Lam Research (LRCX) stake by 42% in Q2 2026, selling an estimated $16.7K and leaving 76 shares worth $32.9K. The position accounts for 0.02% of the portfolio, ranked #336.

Bruce G. Allen Investments first reported a position in LRCX in Q4 2023 and has held it in 10 quarters since. The position peaked at $57.3K in Q1 2024. 3,146 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Bruce G. Allen Investments held 76 shares of Lam Research worth $32.9K as of Q2 2026.
Bruce G. Allen Investments sold 55 Lam Research shares in Q2 2026, an estimated $16.7K.
Lam Research made up 0.02% of Bruce G. Allen Investments's portfolio in Q2 2026, its #336 holding.
Bruce G. Allen Investments first reported a position in Lam Research in Q4 2023 and has held it in 10 quarters since.
Bruce G. Allen Investments's Lam Research position peaked at $57.3K in Q1 2024.
3,146 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.