Coastal Bridge Advisors’s Lam Research LRCX Stock Holding History

Coastal Bridge Advisors’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	$7.24M	Sell	16,697 -2,866	-15%	-$870K	0.45%	54
2026 Q1	$4.18M	Sell	19,563 -1,475	-7%	-$330K	0.3%	74
2025 Q4	$3.6M	Sell	21,038 -1,423	-6%	-$221K	0.27%	89
2025 Q3	$3.01M	Buy	22,461 +333	+2%	+$35.3K	0.23%	108
2025 Q2	$2.15M	Buy	22,128 +1,936	+10%	+$154K	0.18%	133
2025 Q1	$1.47M	Buy	20,192 +16,556	+455%	+$1.3M	0.13%	154
2024 Q4	$263K	Buy	3,636 +166	+5%	+$12.6K	0.07%	128
2024 Q3	$283K	Hold	3,470	–	–	0.07%	126
2024 Q2	$370K	Hold	3,470	–	–	0.09%	108
2024 Q1	$337K	Hold	3,470	–	–	0.08%	114
2023 Q4	$272K	Buy	3,470 +50	+1%	+$3.41K	0.07%	123
2023 Q3	$214K	Buy	+3,420	New	+$225K	0.06%	135

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 $3.38T AUM 44.17% 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

Coastal Bridge Advisors's LRCX Position: Q2 2026 in Review

Coastal Bridge Advisors reduced its Lam Research (LRCX) stake by 15% in Q2 2026, selling an estimated $870K and leaving 16,697 shares worth $7.24M. The position accounts for 0.45% of the portfolio, ranked #54.

Coastal Bridge Advisors first reported a position in LRCX in Q3 2023 and has held it in 12 quarters since. 3,146 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Coastal Bridge Advisors held 16,697 shares of Lam Research worth $7.24M as of Q2 2026.
Coastal Bridge Advisors sold 2,866 Lam Research shares in Q2 2026, an estimated $870K.
Lam Research made up 0.45% of Coastal Bridge Advisors's portfolio in Q2 2026, its #54 holding.
Coastal Bridge Advisors first reported a position in Lam Research in Q3 2023 and has held it in 12 quarters since.
3,146 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.