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D.B. Root & Company’s Lam Research LRCX Stock Holding History

D.B. Root & Company’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 		$538K Sell
1,242
-8
-0.6% -$2.43K 0.11% 119
2026
Q1 		$267K Sell
1,250
-77
-6% -$17.2K 0.06% 164
2025
Q4 		$227K Buy
+1,327
New +$206K 0.06% 178

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

D.B. Root & Company's LRCX Position: Q2 2026 in Review

D.B. Root & Company reduced its Lam Research (LRCX) stake by 0.64% in Q2 2026, selling an estimated $2.43K and leaving 1,242 shares worth $538K. The position accounts for 0.11% of the portfolio, ranked #119.

D.B. Root & Company first reported a position in LRCX in Q4 2025 and has held it in 3 quarters since. 3,130 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • D.B. Root & Company held 1,242 shares of Lam Research worth $538K as of Q2 2026.
  • D.B. Root & Company sold 8 Lam Research shares in Q2 2026, an estimated $2.43K.
  • Lam Research made up 0.11% of D.B. Root & Company's portfolio in Q2 2026, its #119 holding.
  • D.B. Root & Company first reported a position in Lam Research in Q4 2025 and has held it in 3 quarters since.
  • 3,130 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on D.B. Root & Company's 13F filing for Q2 2026, filed 13 Aug 2026.