Cumberland Partners’s Lam Research LRCX Stock Holding History

Cumberland Partners’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	$5.42M	Hold	12,500	–	–	0.35%	57
2026 Q1	$2.67M	Buy	+12,500	New	+$2.79M	0.2%	78
2025 Q2	–	Sell	-3,000	Closed	-$218K	–	186
2025 Q1	$218K	Buy	+3,000	New	+$236K	0.02%	168

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

Cumberland Partners's LRCX Position: Q2 2026 in Review

Cumberland Partners held its Lam Research (LRCX) position steady in Q2 2026 at 12,500 shares worth $5.42M. The position accounts for 0.35% of the portfolio, ranked #57.

Cumberland Partners first reported a position in LRCX in Q1 2025 and has held it in 3 quarters since. 3,123 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Cumberland Partners held 12,500 shares of Lam Research worth $5.42M as of Q2 2026.
Cumberland Partners left its Lam Research share count unchanged in Q2 2026.
Lam Research made up 0.35% of Cumberland Partners's portfolio in Q2 2026, its #57 holding.
Cumberland Partners first reported a position in Lam Research in Q1 2025 and has held it in 3 quarters since.
3,123 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Cumberland Partners's 13F filing for Q2 2026, filed 6 Aug 2026.