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Buckhead Capital Management’s Lam Research LRCX Stock Holding History

Buckhead 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 		$9.04M Sell
20,866
-474
-2% -$144K 3.1% 5
2026
Q1 		$4.56M Sell
21,340
-990
-4% -$221K 1.72% 13
2025
Q4 		$3.82M Sell
22,330
-11,594
-34% -$1.8M 1.37% 28
2025
Q3 		$4.54M Buy
33,924
+328
+1% +$34.7K 1.65% 19
2025
Q2 		$3.27M Buy
33,596
+11,773
+54% +$934K 1.26% 33
2025
Q1 		$1.59M Buy
+21,823
New +$1.72M 0.51% 58

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

Buckhead Capital Management's LRCX Position: Q2 2026 in Review

Buckhead Capital Management reduced its Lam Research (LRCX) stake by 2.2% in Q2 2026, selling an estimated $144K and leaving 20,866 shares worth $9.04M. The position accounts for 3.1% of the portfolio, ranked #5.

Buckhead Capital Management first reported a position in LRCX in Q1 2025 and has held it in 6 quarters since. 3,122 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Buckhead Capital Management held 20,866 shares of Lam Research worth $9.04M as of Q2 2026.
  • Buckhead Capital Management sold 474 Lam Research shares in Q2 2026, an estimated $144K.
  • Lam Research made up 3.1% of Buckhead Capital Management's portfolio in Q2 2026, its #5 holding.
  • Buckhead Capital Management first reported a position in Lam Research in Q1 2025 and has held it in 6 quarters since.
  • 3,122 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Buckhead Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.