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Bryn Mawr Capital Management’s Lam Research LRCX Stock Holding History

Bryn Mawr Capital Management’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 		$4.01M Sell
9,249
-349
-4% -$106K 0.17% 116
2026
Q1 		$2.05M Buy
9,598
+968
+11% +$216K 0.1% 143
2025
Q4 		$1.48M Sell
8,630
-174
-2% -$27.1K 0.07% 176
2025
Q3 		$1.18M Buy
8,804
+643
+8% +$68.1K 0.06% 194
2025
Q2 		$794K Sell
8,161
-3,223
-28% -$256K 0.04% 225
2025
Q1 		$828K Sell
11,384
-1,963
-15% -$155K 0.05% 209
2024
Q4 		$964K Sell
13,347
-593
-4% -$45K 0.05% 224
2024
Q3 		$1.14M Sell
13,940
-650
-4% -$56.5K 0.06% 202
2024
Q2 		$1.55M Sell
14,590
-290
-2% -$27.8K 0.09% 173
2024
Q1 		$1.45M Sell
14,880
-950
-6% -$83.6K 0.08% 183
2023
Q4 		$1.24M Sell
15,830
-1,040
-6% -$70.9K 0.08% 194
2023
Q3 		$1.06M Sell
16,870
-680
-4% -$44.7K 0.07% 203
2023
Q2 		$1.13M Sell
17,550
-3,300
-16% -$186K 0.11% 156
2023
Q1 		$1.11M Buy
20,850
+4,230
+25% +$208K 0.12% 150
2022
Q4 		$699K Buy
+16,620
New +$695K 0.08% 183
2022
Q2 		– Sell
-4,360
Closed -$234K – 158
2022
Q1 		$234K Buy
+4,360
New +$254K 0.07% 148

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

Bryn Mawr Capital Management's LRCX Position: Q2 2026 in Review

Bryn Mawr Capital Management reduced its Lam Research (LRCX) stake by 3.6% in Q2 2026, selling an estimated $106K and leaving 9,249 shares worth $4.01M. The position accounts for 0.17% of the portfolio, ranked #116.

Bryn Mawr Capital Management first reported a position in LRCX in Q1 2022 and has held it in 16 quarters since. 3,121 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Bryn Mawr Capital Management held 9,249 shares of Lam Research worth $4.01M as of Q2 2026.
  • Bryn Mawr Capital Management sold 349 Lam Research shares in Q2 2026, an estimated $106K.
  • Lam Research made up 0.17% of Bryn Mawr Capital Management's portfolio in Q2 2026, its #116 holding.
  • Bryn Mawr Capital Management first reported a position in Lam Research in Q1 2022 and has held it in 16 quarters since.
  • 3,121 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Bryn Mawr Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.