Cottage Street Advisors’s Lam Research LRCX Stock Holding History

Cottage Street 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	$531K	Sell	1,225 -60	-5%	-$18.2K	0.21%	81
2026 Q1	$275K	Buy	1,285 +79	+7%	+$17.7K	0.12%	111
2025 Q4	$206K	Buy	+1,206	New	+$188K	0.09%	136
2019 Q3	–	Sell	-11,000	Closed	-$207K	–	102
2019 Q2	$207K	Sell	11,000 -11,000	-50%	-$209K	0.12%	94
2019 Q1	$394K	Sell	22,000 -3,000	-12%	-$50.1K	0.24%	71
2018 Q4	$340K	Sell	25,000 -38,000	-60%	-$545K	0.23%	70
2018 Q3	$956K	Buy	63,000 +29,000	+85%	+$495K	0.54%	49
2018 Q2	$588K	Buy	+34,000	New	+$655K	0.35%	61

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

Cottage Street Advisors's LRCX Position: Q2 2026 in Review

Cottage Street Advisors reduced its Lam Research (LRCX) stake by 4.7% in Q2 2026, selling an estimated $18.2K and leaving 1,225 shares worth $531K. The position accounts for 0.21% of the portfolio, ranked #81.

Cottage Street Advisors first reported a position in LRCX in Q2 2018 and has held it in 8 quarters since. The position peaked at $956K in Q3 2018. 3,114 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Cottage Street Advisors held 1,225 shares of Lam Research worth $531K as of Q2 2026.
Cottage Street Advisors sold 60 Lam Research shares in Q2 2026, an estimated $18.2K.
Lam Research made up 0.21% of Cottage Street Advisors's portfolio in Q2 2026, its #81 holding.
Cottage Street Advisors first reported a position in Lam Research in Q2 2018 and has held it in 8 quarters since.
Cottage Street Advisors's Lam Research position peaked at $956K in Q3 2018.
3,114 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Cottage Street Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.