Chelsea Counsel Company’s Lam Research LRCX Stock Holding History

Chelsea Counsel Company’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	$1.79M	Buy	4,135 +135	+3%	+$41K	0.76%	33
2026 Q1	$856K	Hold	4,000	–	–	0.38%	49
2025 Q4	$686K	Hold	4,000	–	–	0.29%	58
2025 Q3	$537K	Hold	4,000	–	–	0.24%	66
2025 Q2	$390K	Hold	4,000	–	–	0.19%	78
2025 Q1	$292K	Buy	+4,000	New	+$315K	0.16%	85

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

Chelsea Counsel Company's LRCX Position: Q2 2026 in Review

Chelsea Counsel Company increased its Lam Research (LRCX) stake by 3.4% in Q2 2026, buying an estimated $41K and bringing the position to 4,135 shares worth $1.79M. The position accounts for 0.76% of the portfolio, ranked #33.

Chelsea Counsel Company first reported a position in LRCX in Q1 2025 and has held it in 6 quarters since. 3,137 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Chelsea Counsel Company held 4,135 shares of Lam Research worth $1.79M as of Q2 2026.
Chelsea Counsel Company bought 135 Lam Research shares in Q2 2026, an estimated $41K.
Lam Research made up 0.76% of Chelsea Counsel Company's portfolio in Q2 2026, its #33 holding.
Chelsea Counsel Company first reported a position in Lam Research in Q1 2025 and has held it in 6 quarters since.
3,137 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Chelsea Counsel Company's 13F filing for Q2 2026, filed 12 Aug 2026.