Empirical Asset Management’s Lam Research LRCX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.49M Buy
5,743
+3,337
+139% +$1.01M 0.56% 37
2026
Q1
$514K Buy
+2,406
New +$538K 0.14% 211
2025
Q4
Sell
-7,319
Closed -$980K 372
2025
Q3
$980K Buy
+7,319
New +$775K 0.27% 97

Other funds holding LRCX

Empirical Asset Management's LRCX Position: Q2 2026 in Review

Empirical Asset Management increased its Lam Research (LRCX) stake by 139% in Q2 2026, buying an estimated $1.01M and bringing the position to 5,743 shares worth $2.49M. The position accounts for 0.56% of the portfolio, ranked #37.

Empirical Asset Management first reported a position in LRCX in Q3 2025 and has held it in 3 quarters since. 3,114 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Empirical Asset Management held 5,743 shares of Lam Research worth $2.49M as of Q2 2026.
  • Empirical Asset Management bought 3,337 Lam Research shares in Q2 2026, an estimated $1.01M.
  • Lam Research made up 0.56% of Empirical Asset Management's portfolio in Q2 2026, its #37 holding.
  • Empirical Asset Management first reported a position in Lam Research in Q3 2025 and has held it in 3 quarters since.
  • 3,114 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Empirical Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.