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Callan Family Office’s Lam Research LRCX Stock Holding History

Callan Family Office’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 		$15.5M Buy
35,777
+162
+0.5% +$49.2K 0.3% 63
2026
Q1 		$7.61M Sell
35,615
-17
-0% -$3.8K 0.17% 119
2025
Q4 		$6.1M Buy
35,632
+10,718
+43% +$1.67M 0.13% 167
2025
Q3 		$3.34M Sell
24,914
-1,255
-5% -$133K 0.11% 199
2025
Q2 		$2.55M Buy
26,169
+14,354
+121% +$1.14M 0.08% 238
2025
Q1 		$859K Sell
11,815
-2,307
-16% -$182K 0.06% 238
2024
Q4 		$1.02M Buy
+14,122
New +$1.07M 0.06% 250

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

Callan Family Office's LRCX Position: Q2 2026 in Review

Callan Family Office increased its Lam Research (LRCX) stake by 0.45% in Q2 2026, buying an estimated $49.2K and bringing the position to 35,777 shares worth $15.5M. The position accounts for 0.3% of the portfolio, ranked #63.

Callan Family Office first reported a position in LRCX in Q4 2024 and has held it in 7 quarters since. 3,114 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Callan Family Office held 35,777 shares of Lam Research worth $15.5M as of Q2 2026.
  • Callan Family Office bought 162 Lam Research shares in Q2 2026, an estimated $49.2K.
  • Lam Research made up 0.3% of Callan Family Office's portfolio in Q2 2026, its #63 holding.
  • Callan Family Office first reported a position in Lam Research in Q4 2024 and has held it in 7 quarters since.
  • 3,114 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.