Copeland Capital Management’s Lam Research LRCX Stock Holding History

Copeland Capital Management’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	$23.6M	Buy	54,547 +2,435	+5%	+$739K	0.49%	80
2026 Q1	$11.1M	Buy	52,112 +46,671	+858%	+$10.4M	0.25%	110
2025 Q4	$931K	Sell	5,441 -1,775	-25%	-$276K	0.02%	134
2025 Q3	$966K	Buy	+7,216	New	+$764K	0.02%	135
2019 Q2	–	Sell	-80	Closed	-$1K	–	311
2019 Q1	$1K	Sell	80 -190	-70%	-$3.17K	﹤0.01%	254
2018 Q4	$4K	Buy	+270	New	+$3.87K	﹤0.01%	228

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 $3.37T AUM 44.26% 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

Copeland Capital Management's LRCX Position: Q2 2026 in Review

Copeland Capital Management increased its Lam Research (LRCX) stake by 4.7% in Q2 2026, buying an estimated $739K and bringing the position to 54,547 shares worth $23.6M. The position accounts for 0.49% of the portfolio, ranked #80.

Copeland Capital Management first reported a position in LRCX in Q4 2018 and has held it in 6 quarters since. 3,114 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Copeland Capital Management held 54,547 shares of Lam Research worth $23.6M as of Q2 2026.
Copeland Capital Management bought 2,435 Lam Research shares in Q2 2026, an estimated $739K.
Lam Research made up 0.49% of Copeland Capital Management's portfolio in Q2 2026, its #80 holding.
Copeland Capital Management first reported a position in Lam Research in Q4 2018 and has held it in 6 quarters since.
3,114 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Copeland Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.