CFG
LRCX icon

Copley Financial Group’s Lam Research LRCX Stock Holding History

Copley Financial Group’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 		$330K Buy
+762
New +$231K 0.2% 69
2025
Q4 		– Sell
-1,610
Closed -$216K – 124
2025
Q3 		$216K Buy
+1,610
New +$170K 0.15% 99

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

Copley Financial Group's LRCX Position: Q2 2026 in Review

Copley Financial Group opened a new position in Lam Research (LRCX) in Q2 2026: 762 shares worth $330K. The stake represents 0.2% of the portfolio and ranks #69 among its holdings. This is a return to the name: Copley Financial Group previously reported a position in LRCX as recently as Q3 2025.

Copley Financial Group first reported a position in LRCX in Q3 2025 and has held it in 2 quarters since. 3,130 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Copley Financial Group held 762 shares of Lam Research worth $330K as of Q2 2026.
  • Lam Research was a new Copley Financial Group position in Q2 2026.
  • Lam Research made up 0.2% of Copley Financial Group's portfolio in Q2 2026, its #69 holding.
  • Copley Financial Group first reported a position in Lam Research in Q3 2025 and has held it in 2 quarters since.
  • 3,130 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Copley Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.