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EdgeRock Capital’s Lam Research LRCX Stock Holding History

EdgeRock Capital’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 		$779K Buy
1,798
+449
+33% +$136K 0.18% 60
2026
Q1 		$288K Buy
1,349
+118
+10% +$26.4K 0.08% 101
2025
Q4 		$211K Buy
+1,231
New +$191K 0.06% 125
2022
Q4 		– Sell
-40
Closed -$1K – 245
2022
Q3 		$1K Buy
+40
New +$1.78K ﹤0.01% 346

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

EdgeRock Capital's LRCX Position: Q2 2026 in Review

EdgeRock Capital increased its Lam Research (LRCX) stake by 33% in Q2 2026, buying an estimated $136K and bringing the position to 1,798 shares worth $779K. The position accounts for 0.18% of the portfolio, ranked #60.

EdgeRock Capital first reported a position in LRCX in Q3 2022 and has held it in 4 quarters since. 3,130 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • EdgeRock Capital held 1,798 shares of Lam Research worth $779K as of Q2 2026.
  • EdgeRock Capital bought 449 Lam Research shares in Q2 2026, an estimated $136K.
  • Lam Research made up 0.18% of EdgeRock Capital's portfolio in Q2 2026, its #60 holding.
  • EdgeRock Capital first reported a position in Lam Research in Q3 2022 and has held it in 4 quarters since.
  • 3,130 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on EdgeRock Capital's 13F filing for Q2 2026, filed 24 Jul 2026.