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	-40,000	Closed	-$8.55M	–	99
2026 Q1	$8.55M	Sell	40,000 -110,000	-73%	-$24.6M	0.23%	46
2025 Q4	$25.7M	Buy	+150,000	New	+$23.3M	1.32%	11

Other funds holding LRCX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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. 3,130 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.
3,130 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.