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Colter Lewis Investment Partners’s Lam Research LRCX Stock Holding History

Colter Lewis Investment Partners’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 		$228K Buy
+525
New +$159K 0.1% 108
2026
Q1 		– Sell
-2,932
Closed -$503K – 124
2025
Q4 		$503K Buy
+2,932
New +$456K 0.58% 43

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

Colter Lewis Investment Partners's LRCX Position: Q2 2026 in Review

Colter Lewis Investment Partners opened a new position in Lam Research (LRCX) in Q2 2026: 525 shares worth $228K. The stake represents 0.1% of the portfolio and ranks #108 among its holdings. This is a return to the name: Colter Lewis Investment Partners previously reported a position in LRCX as recently as Q4 2025.

Colter Lewis Investment Partners first reported a position in LRCX in Q4 2025 and has held it in 2 quarters since. The position peaked at $503K in Q4 2025. 3,125 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Colter Lewis Investment Partners held 525 shares of Lam Research worth $228K as of Q2 2026.
  • Lam Research was a new Colter Lewis Investment Partners position in Q2 2026.
  • Lam Research made up 0.1% of Colter Lewis Investment Partners's portfolio in Q2 2026, its #108 holding.
  • Colter Lewis Investment Partners first reported a position in Lam Research in Q4 2025 and has held it in 2 quarters since.
  • Colter Lewis Investment Partners's Lam Research position peaked at $503K in Q4 2025.
  • 3,125 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Colter Lewis Investment Partners's 13F filing for Q2 2026, filed 14 Aug 2026.