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Chesapeake Asset Management’s Lam Research LRCX Stock Holding History

Chesapeake Asset Management’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 		$13.4K Hold
31
– – 0.01% 216
2026
Q1 		$6.62K Buy
+31
New +$6.93K 0.01% 268
2025
Q2 		– Sell
-30
Closed -$2.18K – 441
2025
Q1 		$2.18K Buy
30
+5
+20% +$394 ﹤0.01% 314
2024
Q4 		$1.8K Buy
+25
New +$1.9K ﹤0.01% 291
2024
Q1 		– Sell
-410
Closed -$32.8K – 380
2023
Q4 		$32.8K Hold
410
– – 0.03% 158
2023
Q3 		$26.2K Hold
410
– – 0.03% 178
2023
Q2 		$26.8K Hold
410
– – 0.02% 163
2023
Q1 		$22K Buy
+410
New +$20.1K 0.02% 180

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

Chesapeake Asset Management's LRCX Position: Q2 2026 in Review

Chesapeake Asset Management held its Lam Research (LRCX) position steady in Q2 2026 at 31 shares worth $13.4K. The position accounts for 0.01% of the portfolio, ranked #216.

Chesapeake Asset Management first reported a position in LRCX in Q1 2023 and has held it in 8 quarters since. The position peaked at $32.8K in Q4 2023. 3,118 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Chesapeake Asset Management held 31 shares of Lam Research worth $13.4K as of Q2 2026.
  • Chesapeake Asset Management left its Lam Research share count unchanged in Q2 2026.
  • Lam Research made up 0.01% of Chesapeake Asset Management's portfolio in Q2 2026, its #216 holding.
  • Chesapeake Asset Management first reported a position in Lam Research in Q1 2023 and has held it in 8 quarters since.
  • Chesapeake Asset Management's Lam Research position peaked at $32.8K in Q4 2023.
  • 3,118 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Chesapeake Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.