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Eldred Rock Partners’s Lam Research LRCX Stock Holding History

Eldred Rock Partners’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 		$30.9M Buy
71,251
+4,289
+6% +$1.3M 6.64% 1
2026
Q1 		$14.3M Sell
66,962
-20,655
-24% -$4.62M 3.64% 10
2025
Q4 		$15M Sell
87,617
-93,986
-52% -$14.6M 3.89% 9
2025
Q3 		$24.4M Buy
181,603
+19,657
+12% +$2.08M 6.08% 3
2025
Q2 		$15.8M Sell
161,946
-8,623
-5% -$684K 4.79% 5
2025
Q1 		$12.4M Buy
170,569
+15,976
+10% +$1.26M 3.78% 8
2024
Q4 		$11.2M Buy
154,593
+893
+0.6% +$67.7K 3.83% 11
2024
Q3 		$12.6M Buy
153,700
+6,300
+4% +$548K 4.2% 5
2024
Q2 		$15.7M Sell
147,400
-22,310
-13% -$2.14M 6.56% 1
2024
Q1 		$16.5M Buy
169,710
+1,740
+1% +$153K 8.99% 1
2023
Q4 		$13.2M Buy
+167,970
New +$11.4M 8.38% 1

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

Eldred Rock Partners's LRCX Position: Q2 2026 in Review

Eldred Rock Partners increased its Lam Research (LRCX) stake by 6.4% in Q2 2026, buying an estimated $1.3M and bringing the position to 71,251 shares worth $30.9M. The position accounts for 6.64% of the portfolio, ranked #1.

Eldred Rock Partners first reported a position in LRCX in Q4 2023 and has held it in 11 quarters since. 3,109 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Eldred Rock Partners held 71,251 shares of Lam Research worth $30.9M as of Q2 2026.
  • Eldred Rock Partners bought 4,289 Lam Research shares in Q2 2026, an estimated $1.3M.
  • Lam Research made up 6.64% of Eldred Rock Partners's portfolio in Q2 2026, its #1 holding.
  • Eldred Rock Partners first reported a position in Lam Research in Q4 2023 and has held it in 11 quarters since.
  • 3,109 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Eldred Rock Partners's 13F filing for Q2 2026, filed 8 Jul 2026.