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Compass Capital Corp’s Lam Research LRCX Stock Holding History

Compass Capital Corp’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 		$3.81M Sell
12,265
-3,692
-23% -$1.12M 1.24% 17
2026
Q1 		$4.54M Sell
15,957
-3,611
-18% -$807K 1.62% 16
2025
Q4 		$4.59M Buy
19,568
+2,124
+12% +$330K 1.76% 13
2025
Q3 		$2.77M Sell
17,444
-2,393
-12% -$253K 1.21% 21
2025
Q2 		$1.48M Hold
19,837
– – 0.7% 44
2025
Q1 		$1.42M Sell
19,837
-1,711
-8% -$135K 0.74% 43
2024
Q4 		$1.7M Buy
+21,548
New +$1.63M 0.66% 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

Compass Capital Corp's LRCX Position: Q2 2026 in Review

Compass Capital Corp reduced its Lam Research (LRCX) stake by 23% in Q2 2026, selling an estimated $1.12M and leaving 12,265 shares worth $3.81M. The position accounts for 1.24% of the portfolio, ranked #17.

Compass Capital Corp first reported a position in LRCX in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.59M in Q4 2025. 3,114 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Compass Capital Corp held 12,265 shares of Lam Research worth $3.81M as of Q2 2026.
  • Compass Capital Corp sold 3,692 Lam Research shares in Q2 2026, an estimated $1.12M.
  • Lam Research made up 1.24% of Compass Capital Corp's portfolio in Q2 2026, its #17 holding.
  • Compass Capital Corp first reported a position in Lam Research in Q4 2024 and has held it in 7 quarters since.
  • Compass Capital Corp's Lam Research position peaked at $4.59M in Q4 2025.
  • 3,114 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Compass Capital Corp's 13F filing for Q2 2026, filed 13 Aug 2026.