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Choreo LLC’s Lam Research LRCX Stock Holding History

Choreo LLC’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 		$14.8M Buy
33,955
+404
+1% +$123K 0.16% 101
2026
Q1 		$7.24M Buy
33,551
+230
+0.7% +$51.4K 0.09% 168
2025
Q4 		$5.85M Hold
33,321
– – 0.07% 185
2025
Q3 		$4.54M Sell
33,321
-8,771
-21% -$929K 0.06% 213
2025
Q2 		$4.18M Buy
42,092
+86
+0.2% +$6.82K 0.06% 224
2025
Q1 		$3.13M Buy
42,006
+6,376
+18% +$502K 0.05% 252
2024
Q4 		$2.65M Buy
+35,630
New +$2.7M 0.04% 284
2024
Q3 		– Sell
-36,280
Closed -$3.85M – 1657
2024
Q2 		$3.85M Buy
36,280
+31,570
+670% +$3.03M 0.06% 197
2024
Q1 		$457K Buy
4,710
+190
+4% +$16.7K 0.01% 445
2023
Q4 		$355K Sell
4,520
-420
-9% -$28.6K 0.01% 458
2023
Q3 		$311K Buy
4,940
+500
+11% +$32.8K 0.01% 367
2023
Q2 		$286K Buy
4,440
+70
+2% +$3.95K 0.01% 378
2023
Q1 		$233K Buy
+4,370
New +$214K 0.01% 432

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

Choreo LLC's LRCX Position: Q2 2026 in Review

Choreo LLC increased its Lam Research (LRCX) stake by 1.2% in Q2 2026, buying an estimated $123K and bringing the position to 33,955 shares worth $14.8M. The position accounts for 0.16% of the portfolio, ranked #101.

Choreo LLC first reported a position in LRCX in Q1 2023 and has held it in 13 quarters since. 3,114 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Choreo LLC held 33,955 shares of Lam Research worth $14.8M as of Q2 2026.
  • Choreo LLC bought 404 Lam Research shares in Q2 2026, an estimated $123K.
  • Lam Research made up 0.16% of Choreo LLC's portfolio in Q2 2026, its #101 holding.
  • Choreo LLC first reported a position in Lam Research in Q1 2023 and has held it in 13 quarters since.
  • 3,114 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Choreo LLC's 13F filing for Q2 2026, filed 4 Aug 2026.