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Costello Asset Management’s Lam Research LRCX Stock Holding History

Costello Asset 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 		$394K Sell
910
-200
-18% -$60.7K 0.12% 82
2026
Q1 		$237K Sell
1,110
-1,400
-56% -$313K 0.08% 99
2025
Q4 		$430K Sell
2,510
-1,250
-33% -$194K 0.14% 74
2025
Q3 		$504K Sell
3,760
-1,245
-25% -$132K 0.17% 64
2025
Q2 		$487K Buy
5,005
+78
+2% +$6.19K 0.18% 64
2025
Q1 		$358K Buy
+4,927
New +$388K 0.15% 73

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

Costello Asset Management's LRCX Position: Q2 2026 in Review

Costello Asset Management reduced its Lam Research (LRCX) stake by 18% in Q2 2026, selling an estimated $60.7K and leaving 910 shares worth $394K. The position accounts for 0.12% of the portfolio, ranked #82.

Costello Asset Management first reported a position in LRCX in Q1 2025 and has held it in 6 quarters since. The position peaked at $504K in Q3 2025. 3,118 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Costello Asset Management held 910 shares of Lam Research worth $394K as of Q2 2026.
  • Costello Asset Management sold 200 Lam Research shares in Q2 2026, an estimated $60.7K.
  • Lam Research made up 0.12% of Costello Asset Management's portfolio in Q2 2026, its #82 holding.
  • Costello Asset Management first reported a position in Lam Research in Q1 2025 and has held it in 6 quarters since.
  • Costello Asset Management's Lam Research position peaked at $504K in Q3 2025.
  • 3,118 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Costello Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.