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DSG Capital Advisors’s Lam Research LRCX Stock Holding History

DSG Capital 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 		$10.2M Sell
29,555
-1,335
-4% -$405K 1.45% 22
2026
Q1 		$6.6M Sell
30,890
-961
-3% -$215K 1.06% 30
2025
Q4 		$6.93M Sell
31,851
-463
-1% -$72K 1.06% 28
2025
Q3 		$4.33M Buy
32,314
+1,518
+5% +$161K 0.69% 37
2025
Q2 		$3M Buy
30,796
+17,255
+127% +$1.37M 0.53% 43
2025
Q1 		$984K Buy
13,541
+6,331
+88% +$499K 0.2% 69
2024
Q4 		$521K Buy
+7,210
New +$547K 0.09% 92

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

DSG Capital Advisors's LRCX Position: Q2 2026 in Review

DSG Capital Advisors reduced its Lam Research (LRCX) stake by 4.3% in Q2 2026, selling an estimated $405K and leaving 29,555 shares worth $10.2M. The position accounts for 1.45% of the portfolio, ranked #22.

DSG Capital Advisors first reported a position in LRCX in Q4 2024 and has held it in 7 quarters since. 3,130 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • DSG Capital Advisors held 29,555 shares of Lam Research worth $10.2M as of Q2 2026.
  • DSG Capital Advisors sold 1,335 Lam Research shares in Q2 2026, an estimated $405K.
  • Lam Research made up 1.45% of DSG Capital Advisors's portfolio in Q2 2026, its #22 holding.
  • DSG Capital Advisors first reported a position in Lam Research in Q4 2024 and has held it in 7 quarters since.
  • 3,130 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on DSG Capital Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.