Elm Partners Management’s Lam Research LRCX Stock Holding History

Elm Partners 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	$3.15M	Buy	7,264 +14	+0.2%	+$4.25K	0.11%	47
2026 Q1	$1.45M	Hold	7,250	–	–	0.06%	62
2025 Q4	$1.24M	Buy	7,250 +2,240	+45%	+$348K	0.06%	64
2025 Q3	$671K	Buy	+5,010	New	+$530K	0.03%	84

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

Elm Partners Management's LRCX Position: Q2 2026 in Review

Elm Partners Management increased its Lam Research (LRCX) stake by 0.19% in Q2 2026, buying an estimated $4.25K and bringing the position to 7,264 shares worth $3.15M. The position accounts for 0.11% of the portfolio, ranked #47.

Elm Partners Management first reported a position in LRCX in Q3 2025 and has held it in 4 quarters since. 3,123 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Elm Partners Management held 7,264 shares of Lam Research worth $3.15M as of Q2 2026.
Elm Partners Management bought 14 Lam Research shares in Q2 2026, an estimated $4.25K.
Lam Research made up 0.11% of Elm Partners Management's portfolio in Q2 2026, its #47 holding.
Elm Partners Management first reported a position in Lam Research in Q3 2025 and has held it in 4 quarters since.
3,123 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

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