Cornerstone Select Advisors’s Lam Research LRCX Stock Holding History

Cornerstone Select 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	$12.9M	Buy	29,766 +6,339	+27%	+$1.92M	5.43%	2
2026 Q1	$5.01M	Buy	23,427 +520	+2%	+$116K	3.13%	3
2025 Q4	$3.92M	Sell	22,907 -659	-3%	-$102K	2.72%	4
2025 Q3	$3.16M	Sell	23,566 -31	-0.1%	-$3.28K	2.32%	8
2025 Q2	$2.3M	Sell	23,597 -538	-2%	-$42.7K	2.02%	10
2025 Q1	$1.75M	Buy	24,135 +522	+2%	+$41.1K	1.66%	19
2024 Q4	$1.71M	Buy	+23,613	New	+$1.79M	1.64%	15

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

Cornerstone Select Advisors's LRCX Position: Q2 2026 in Review

Cornerstone Select Advisors increased its Lam Research (LRCX) stake by 27% in Q2 2026, buying an estimated $1.92M and bringing the position to 29,766 shares worth $12.9M. The position accounts for 5.43% of the portfolio, ranked #2.

Cornerstone Select Advisors first reported a position in LRCX in Q4 2024 and has held it in 7 quarters since. 3,130 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Cornerstone Select Advisors held 29,766 shares of Lam Research worth $12.9M as of Q2 2026.
Cornerstone Select Advisors bought 6,339 Lam Research shares in Q2 2026, an estimated $1.92M.
Lam Research made up 5.43% of Cornerstone Select Advisors's portfolio in Q2 2026, its #2 holding.
Cornerstone Select Advisors first reported a position in Lam Research in Q4 2024 and has held it in 7 quarters since.
3,130 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Cornerstone Select Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.