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Crew Capital Management’s Lam Research LRCX Stock Holding History

Crew 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 		$1.84M Buy
+4,241
New +$1.29M 1% 30
2025
Q2 		– Sell
-11,134
Closed -$809K – 133
2025
Q1 		$809K Buy
11,134
+64
+0.6% +$5.04K 0.66% 55
2024
Q4 		$800K Buy
11,070
+4,140
+60% +$314K 0.66% 52
2024
Q3 		$566K Sell
6,930
-520
-7% -$45.2K 0.45% 74
2024
Q2 		$793K Buy
7,450
+920
+14% +$88.2K 0.63% 52
2024
Q1 		$634K Buy
+6,530
New +$574K 0.51% 68

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

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

Crew Capital Management opened a new position in Lam Research (LRCX) in Q2 2026: 4,241 shares worth $1.84M. The stake represents 1% of the portfolio and ranks #30 among its holdings. This is a return to the name: Crew Capital Management previously reported a position in LRCX as recently as Q1 2025.

Crew Capital Management first reported a position in LRCX in Q1 2024 and has held it in 6 quarters since. 3,135 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Crew Capital Management held 4,241 shares of Lam Research worth $1.84M as of Q2 2026.
  • Lam Research was a new Crew Capital Management position in Q2 2026.
  • Lam Research made up 1% of Crew Capital Management's portfolio in Q2 2026, its #30 holding.
  • Crew Capital Management first reported a position in Lam Research in Q1 2024 and has held it in 6 quarters since.
  • 3,135 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Crew Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.