EAN
LRCX icon

Excelsior Advisor Network’s Lam Research LRCX Stock Holding History

Excelsior Advisor Network’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 		$2.46M Buy
5,686
+1,770
+45% +$537K 0.32% 76
2026
Q1 		$837K Buy
3,916
+113
+3% +$25.3K 0.32% 78
2025
Q4 		$651K Buy
+3,803
New +$591K 0.32% 72

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

Excelsior Advisor Network's LRCX Position: Q2 2026 in Review

Excelsior Advisor Network increased its Lam Research (LRCX) stake by 45% in Q2 2026, buying an estimated $537K and bringing the position to 5,686 shares worth $2.46M. The position accounts for 0.32% of the portfolio, ranked #76.

Excelsior Advisor Network first reported a position in LRCX in Q4 2025 and has held it in 3 quarters since. 3,123 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Excelsior Advisor Network held 5,686 shares of Lam Research worth $2.46M as of Q2 2026.
  • Excelsior Advisor Network bought 1,770 Lam Research shares in Q2 2026, an estimated $537K.
  • Lam Research made up 0.32% of Excelsior Advisor Network's portfolio in Q2 2026, its #76 holding.
  • Excelsior Advisor Network first reported a position in Lam Research in Q4 2025 and has held it in 3 quarters since.
  • 3,123 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Excelsior Advisor Network's 13F filing for Q2 2026, filed 14 Aug 2026.