ECP
LRCX icon

Elemental Capital Partners’s Lam Research LRCX Stock Holding History

Elemental Capital 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 		$25M Buy
57,710
+225
+0.4% +$68.3K 5.25% 4
2026
Q1 		$12.3M Buy
57,485
+6,183
+12% +$1.38M 5.23% 4
2025
Q4 		$8.78M Buy
51,302
+2,802
+6% +$436K 4.67% 5
2025
Q3 		$6.49M Buy
+48,500
New +$5.14M 3.67% 5
2024
Q4 		$7.74M Buy
+107,140
New +$8.13M 7.25% 4
2022
Q3 		$6.81M Sell
186,100
-1,200
-0.6% -$53.4K 10.04% 5
2022
Q2 		$7.98M Sell
187,300
-3,400
-2% -$162K 10.4% 5
2022
Q1 		$10.3M Buy
190,700
+35,450
+23% +$2.06M 8.78% 5
2021
Q4 		$11.3M Sell
155,250
-2,500
-2% -$157K 9.7% 7
2021
Q3 		$8.71M Buy
157,750
+800
+0.5% +$48.7K 7.28% 6
2021
Q2 		$9.82M Buy
156,950
+900
+0.6% +$56.8K 8.08% 5
2021
Q1 		$9.46M Buy
+156,050
New +$8.5M 7.94% 5

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

Elemental Capital Partners's LRCX Position: Q2 2026 in Review

Elemental Capital Partners increased its Lam Research (LRCX) stake by 0.39% in Q2 2026, buying an estimated $68.3K and bringing the position to 57,710 shares worth $25M. The position accounts for 5.25% of the portfolio, ranked #4.

Elemental Capital Partners first reported a position in LRCX in Q1 2021 and has held it in 12 quarters since. 3,114 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Elemental Capital Partners held 57,710 shares of Lam Research worth $25M as of Q2 2026.
  • Elemental Capital Partners bought 225 Lam Research shares in Q2 2026, an estimated $68.3K.
  • Lam Research made up 5.25% of Elemental Capital Partners's portfolio in Q2 2026, its #4 holding.
  • Elemental Capital Partners first reported a position in Lam Research in Q1 2021 and has held it in 12 quarters since.
  • 3,114 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Elemental Capital Partners's 13F filing for Q2 2026, filed 28 Jul 2026.