Chicago Capital’s Lam Research LRCX Stock Holding History

Chicago Capital’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	$1.86M	Buy	4,291 +28	+0.7%	+$8.5K	0.04%	150
2026 Q1	$911K	Buy	4,263 +181	+4%	+$40.5K	0.02%	213
2025 Q4	$699K	Sell	4,082 -175	-4%	-$27.2K	0.02%	229
2025 Q3	$570K	Sell	4,257 -8,160	-66%	-$864K	0.01%	236
2025 Q2	$1.21M	Sell	12,417 -18	-0.1%	-$1.43K	0.03%	174
2025 Q1	$904K	Buy	+12,435	New	+$979K	0.03%	184
2024 Q3	–	Sell	-18,560	Closed	-$1.98M	–	323
2024 Q2	$1.98M	Sell	18,560 -320	-2%	-$30.7K	0.06%	119
2024 Q1	$1.83M	Buy	18,880 +60	+0.3%	+$5.28K	0.06%	126
2023 Q4	$1.47M	Buy	+18,820	New	+$1.28M	0.05%	127

Other funds holding LRCX

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Chicago Capital's LRCX Position: Q2 2026 in Review

Chicago Capital increased its Lam Research (LRCX) stake by 0.66% in Q2 2026, buying an estimated $8.5K and bringing the position to 4,291 shares worth $1.86M. The position accounts for 0.04% of the portfolio, ranked #150.

Chicago Capital first reported a position in LRCX in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.98M in Q2 2024. 1,427 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Chicago Capital held 4,291 shares of Lam Research worth $1.86M as of Q2 2026.
Chicago Capital bought 28 Lam Research shares in Q2 2026, an estimated $8.5K.
Lam Research made up 0.04% of Chicago Capital's portfolio in Q2 2026, its #150 holding.
Chicago Capital first reported a position in Lam Research in Q4 2023 and has held it in 9 quarters since.
Chicago Capital's Lam Research position peaked at $1.98M in Q2 2024.
1,427 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Chicago Capital's 13F filing for Q2 2026, filed 28 Jul 2026.