DCF Advisers’s Lam Research LRCX Stock Holding History

DCF Advisers’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	$3.25M	Hold	7,500	–	–	0.57%	32
2026 Q1	$1.6M	Hold	7,500	–	–	0.43%	43
2025 Q4	$1.28M	Hold	7,500	–	–	0.34%	62
2025 Q3	$1M	Hold	7,500	–	–	0.32%	66
2025 Q2	$730K	Hold	7,500	–	–	0.34%	60
2025 Q1	$545K	Hold	7,500	–	–	0.26%	67
2024 Q4	$542K	Buy	7,500 +2,500	+50%	+$190K	0.26%	68
2024 Q3	$408K	Hold	5,000	–	–	0.16%	77
2024 Q2	$532K	Hold	5,000	–	–	0.27%	65
2024 Q1	$486K	Hold	5,000	–	–	0.24%	63
2023 Q4	$392K	Hold	5,000	–	–	0.21%	63
2023 Q3	$313K	Hold	5,000	–	–	0.17%	71
2023 Q2	$321K	Buy	+5,000	New	+$282K	0.17%	72

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

DCF Advisers's LRCX Position: Q2 2026 in Review

DCF Advisers held its Lam Research (LRCX) position steady in Q2 2026 at 7,500 shares worth $3.25M. The position accounts for 0.57% of the portfolio, ranked #32.

DCF Advisers first reported a position in LRCX in Q2 2023 and has held it in 13 quarters since. 3,135 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

DCF Advisers held 7,500 shares of Lam Research worth $3.25M as of Q2 2026.
DCF Advisers left its Lam Research share count unchanged in Q2 2026.
Lam Research made up 0.57% of DCF Advisers's portfolio in Q2 2026, its #32 holding.
DCF Advisers first reported a position in Lam Research in Q2 2023 and has held it in 13 quarters since.
3,135 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on DCF Advisers's 13F filing for Q2 2026, filed 10 Aug 2026.