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Burford Brothers’s Lam Research LRCX Stock Holding History

Burford Brothers’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 		$258K Buy
+595
New +$181K 0.09% 157
2025
Q2 		– Sell
-9,459
Closed -$688K – 166
2025
Q1 		$688K Buy
9,459
+2,322
+33% +$183K 0.33% 78
2024
Q4 		$516K Buy
7,137
+87
+1% +$6.6K 0.25% 91
2024
Q3 		$575K Buy
+7,050
New +$613K 0.3% 90

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

Burford Brothers's LRCX Position: Q2 2026 in Review

Burford Brothers opened a new position in Lam Research (LRCX) in Q2 2026: 595 shares worth $258K. The stake represents 0.09% of the portfolio and ranks #157 among its holdings. This is a return to the name: Burford Brothers previously reported a position in LRCX as recently as Q1 2025.

Burford Brothers first reported a position in LRCX in Q3 2024 and has held it in 4 quarters since. The position peaked at $688K in Q1 2025. 3,135 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Burford Brothers held 595 shares of Lam Research worth $258K as of Q2 2026.
  • Lam Research was a new Burford Brothers position in Q2 2026.
  • Lam Research made up 0.09% of Burford Brothers's portfolio in Q2 2026, its #157 holding.
  • Burford Brothers first reported a position in Lam Research in Q3 2024 and has held it in 4 quarters since.
  • Burford Brothers's Lam Research position peaked at $688K in Q1 2025.
  • 3,135 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Burford Brothers's 13F filing for Q2 2026, filed 28 Jul 2026.