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Excalibur Management’s Lam Research LRCX Stock Holding History

Excalibur 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 		$896K Sell
2,067
-15
-0.7% -$4.55K 0.3% 86
2026
Q1 		$445K Sell
2,082
-25
-1% -$5.59K 0.16% 112
2025
Q4 		$361K Sell
2,107
-10
-0.5% -$1.55K 0.13% 121
2025
Q3 		$283K Hold
2,117
– – 0.1% 140
2025
Q2 		$206K Buy
+2,117
New +$168K 0.08% 160
2024
Q3 		– Sell
-2,120
Closed -$225K – 170
2024
Q2 		$225K Buy
+2,120
New +$203K 0.09% 152

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

Excalibur Management's LRCX Position: Q2 2026 in Review

Excalibur Management reduced its Lam Research (LRCX) stake by 0.72% in Q2 2026, selling an estimated $4.55K and leaving 2,067 shares worth $896K. The position accounts for 0.3% of the portfolio, ranked #86.

Excalibur Management first reported a position in LRCX in Q2 2024 and has held it in 6 quarters since. 3,130 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Excalibur Management held 2,067 shares of Lam Research worth $896K as of Q2 2026.
  • Excalibur Management sold 15 Lam Research shares in Q2 2026, an estimated $4.55K.
  • Lam Research made up 0.3% of Excalibur Management's portfolio in Q2 2026, its #86 holding.
  • Excalibur Management first reported a position in Lam Research in Q2 2024 and has held it in 6 quarters since.
  • 3,130 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Excalibur Management's 13F filing for Q2 2026, filed 3 Aug 2026.