E Fund Management’s Lam Research LRCX Stock Holding History

E Fund 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	$263M	Buy	605,923 +491,527	+430%	+$149M	5.89%	2
2026 Q1	$24.4M	Buy	+114,396	New	+$25.6M	0.73%	27
2025 Q2	$5.23M	Sell	53,695 -6,018	-10%	-$477K	0.25%	58
2025 Q1	$4.34M	Buy	59,713 +17,779	+42%	+$1.4M	0.21%	68
2024 Q4	$3.03M	Sell	41,934 -32,016	-43%	-$2.43M	0.15%	80
2024 Q3	$6.03M	Buy	73,950 +46,990	+174%	+$4.09M	0.31%	31
2024 Q2	$2.87M	Buy	26,960 +5,120	+23%	+$491K	0.16%	63
2024 Q1	$2.12M	Sell	21,840 -540	-2%	-$47.5K	0.13%	75
2023 Q4	$1.75M	Sell	22,380 -2,250	-9%	-$153K	0.11%	60
2023 Q3	$1.54M	Buy	24,630 +1,370	+6%	+$90K	0.12%	61
2023 Q2	$1.5M	Sell	23,260 -3,330	-13%	-$188K	0.12%	55
2023 Q1	$1.41M	Sell	26,590 -30	-0.1%	-$1.47K	0.1%	69
2022 Q4	$1.12M	Sell	26,620 -1,240	-4%	-$51.9K	0.09%	82
2022 Q3	$1.02M	Sell	27,860 -20	-0.1%	-$890	0.09%	88
2022 Q2	$1.19M	Sell	27,880 -200	-0.7%	-$9.52K	0.11%	80
2022 Q1	$1.51M	Buy	28,080 +940	+3%	+$54.7K	0.05%	68
2021 Q4	$1.95M	Sell	27,140 -1,590	-6%	-$99.7K	0.07%	78
2021 Q3	$1.64M	Buy	+28,730	New	+$1.75M	0.07%	71
2021 Q1	$1.99M	Buy	+33,370	New	+$1.82M	0.16%	62

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

E Fund Management's LRCX Position: Q2 2026 in Review

E Fund Management increased its Lam Research (LRCX) stake by 430% in Q2 2026, buying an estimated $149M and bringing the position to 605,923 shares worth $263M. The position accounts for 5.89% of the portfolio, ranked #2.

E Fund Management first reported a position in LRCX in Q1 2021 and has held it in 19 quarters since. 3,118 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

E Fund Management held 605,923 shares of Lam Research worth $263M as of Q2 2026.
E Fund Management bought 491,527 Lam Research shares in Q2 2026, an estimated $149M.
Lam Research made up 5.89% of E Fund Management's portfolio in Q2 2026, its #2 holding.
E Fund Management first reported a position in Lam Research in Q1 2021 and has held it in 19 quarters since.
3,118 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on E Fund Management's 13F filing for Q2 2026, filed 11 Aug 2026.