Chapin Davis’s Lam Research LRCX Stock Holding History

Chapin Davis’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	$18.7M	Buy	43,099 +3,642	+9%	+$1.11M	3.28%	6
2026 Q1	$8.43M	Buy	+39,457	New	+$8.82M	1.88%	14

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

Chapin Davis's LRCX Position: Q2 2026 in Review

Chapin Davis increased its Lam Research (LRCX) stake by 9.2% in Q2 2026, buying an estimated $1.11M and bringing the position to 43,099 shares worth $18.7M. The position accounts for 3.28% of the portfolio, ranked #6.

Chapin Davis first reported a position in LRCX in Q1 2026 and has held it in 2 quarters since. 3,123 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Chapin Davis held 43,099 shares of Lam Research worth $18.7M as of Q2 2026.
Chapin Davis bought 3,642 Lam Research shares in Q2 2026, an estimated $1.11M.
Lam Research made up 3.28% of Chapin Davis's portfolio in Q2 2026, its #6 holding.
Chapin Davis first reported a position in Lam Research in Q1 2026 and has held it in 2 quarters since.
3,123 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Chapin Davis's 13F filing for Q2 2026, filed 7 Jul 2026.