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Burr Financial Services’s Lam Research LRCX Stock Holding History

Burr Financial Services’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 		$2.84M Sell
6,550
-66
-1% -$20K 1.76% 10
2026
Q1 		$1.41M Hold
6,616
– – 1.12% 12
2025
Q4 		$1.13M Buy
6,616
+66
+1% +$10.3K 0.85% 14
2025
Q3 		$877K Hold
6,550
– – 0.65% 16
2025
Q2 		$638K Hold
6,550
– – 0.54% 18
2025
Q1 		$476K Buy
+6,550
New +$516K 0.37% 20
2024
Q4 		– Sell
-9,350
Closed -$763K – 33
2024
Q3 		$763K Buy
9,350
+300
+3% +$26.1K 0.54% 19
2024
Q2 		$964K Sell
9,050
-4,760
-34% -$457K 0.67% 18
2024
Q1 		$1.26M Buy
13,810
+200
+1% +$17.6K 0.99% 20
2023
Q4 		$1.28M Buy
+13,610
New +$928K 0.98% 20

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
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Burr Financial Services's LRCX Position: Q2 2026 in Review

Burr Financial Services reduced its Lam Research (LRCX) stake by 1% in Q2 2026, selling an estimated $20K and leaving 6,550 shares worth $2.84M. The position accounts for 1.76% of the portfolio, ranked #10.

Burr Financial Services first reported a position in LRCX in Q4 2023 and has held it in 10 quarters since. 2,991 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Burr Financial Services held 6,550 shares of Lam Research worth $2.84M as of Q2 2026.
  • Burr Financial Services sold 66 Lam Research shares in Q2 2026, an estimated $20K.
  • Lam Research made up 1.76% of Burr Financial Services's portfolio in Q2 2026, its #10 holding.
  • Burr Financial Services first reported a position in Lam Research in Q4 2023 and has held it in 10 quarters since.
  • 2,991 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Burr Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.