Ceeto Capital Group’s Lam Research LRCX Stock Holding History

Ceeto Capital Group’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	$2.34M	Buy	+5,400	New	+$1.64M	0.63%	41
2025 Q2	–	Sell	-10,100	Closed	-$737K	–	184
2025 Q1	$737K	Hold	10,100	–	–	0.28%	87
2024 Q4	$732K	Hold	10,100	–	–	0.27%	83
2024 Q3	$827K	Buy	10,100 +5,000	+98%	+$435K	0.31%	75
2024 Q2	$544K	Buy	+5,100	New	+$489K	0.21%	96
2023 Q3	–	Sell	-10,100	Closed	-$651K	–	161
2023 Q2	$651K	Hold	10,100	–	–	0.3%	73
2023 Q1	$537K	Hold	10,100	–	–	0.27%	88
2022 Q4	$426K	Buy	10,100 +100	+1%	+$4.18K	0.23%	104
2022 Q3	$368K	Hold	10,000	–	–	0.21%	104
2022 Q2	$428K	Hold	10,000	–	–	0.23%	100
2022 Q1	$539K	Buy	+10,000	New	+$582K	0.25%	98
2021 Q4	–	Sell	-8,000	Closed	-$457K	–	157
2021 Q3	$457K	Buy	+8,000	New	+$487K	0.21%	98

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

Ceeto Capital Group's LRCX Position: Q2 2026 in Review

Ceeto Capital Group opened a new position in Lam Research (LRCX) in Q2 2026: 5,400 shares worth $2.34M. The stake represents 0.63% of the portfolio and ranks #41 among its holdings. This is a return to the name: Ceeto Capital Group previously reported a position in LRCX as recently as Q1 2025.

Ceeto Capital Group first reported a position in LRCX in Q3 2021 and has held it in 12 quarters since. 3,130 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Ceeto Capital Group held 5,400 shares of Lam Research worth $2.34M as of Q2 2026.
Lam Research was a new Ceeto Capital Group position in Q2 2026.
Lam Research made up 0.63% of Ceeto Capital Group's portfolio in Q2 2026, its #41 holding.
Ceeto Capital Group first reported a position in Lam Research in Q3 2021 and has held it in 12 quarters since.
3,130 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Ceeto Capital Group's 13F filing for Q2 2026, filed 14 Aug 2026.