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Cavalier Investments’s Lam Research LRCX Stock Holding History

Cavalier Investments’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 		– Sell
-42,878
Closed -$9.16M – 98
2026
Q1 		$9.16M Sell
42,878
-2,581
-6% -$577K 0.25% 42
2025
Q4 		$7.78M Buy
+45,459
New +$7.07M 0.4% 38
2022
Q3 		– Sell
-20,220
Closed -$862K – 97
2022
Q2 		$862K Sell
20,220
-2,860
-12% -$136K 0.3% 68
2022
Q1 		$1.24M Sell
23,080
-2,520
-10% -$147K 0.32% 73
2021
Q4 		$1.84M Sell
25,600
-1,370
-5% -$85.9K 0.48% 57
2021
Q3 		$1.53M Buy
+26,970
New +$1.64M 0.48% 71
2018
Q1 		– Sell
-22,000
Closed -$405K – 185
2017
Q4 		$405K Hold
22,000
– – 0.16% 106
2017
Q3 		$407K Buy
+22,000
New +$357K 0.2% 94

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

Cavalier Investments's LRCX Position: Q2 2026 in Review

Cavalier Investments sold out of Lam Research (LRCX) in Q2 2026, closing a stake of 42,878 shares — an estimated $9.16M sold.

Cavalier Investments first reported a position in LRCX in Q3 2017 and held it in 8 quarters. The position peaked at $9.16M in Q1 2026. 3,118 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Cavalier Investments reported no remaining Lam Research position as of Q2 2026 after selling out during the quarter.
  • Cavalier Investments sold 42,878 Lam Research shares in Q2 2026, an estimated $9.16M.
  • Cavalier Investments first reported a position in Lam Research in Q3 2017 and held it in 8 quarters.
  • Cavalier Investments's Lam Research position peaked at $9.16M in Q1 2026.
  • 3,118 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Cavalier Investments's 13F filing for Q2 2026, filed 14 Aug 2026.