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F&V Capital Management’s Lam Research LRCX Stock Holding History

F&V Capital 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 		$368K Buy
+850
New +$258K 0.07% 54

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

F&V Capital Management's LRCX Position: Q2 2026 in Review

F&V Capital Management opened a new position in Lam Research (LRCX) in Q2 2026: 850 shares worth $368K. The stake represents 0.07% of the portfolio and ranks #54 among its holdings.

3,114 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • F&V Capital Management held 850 shares of Lam Research worth $368K as of Q2 2026.
  • Lam Research was a new F&V Capital Management position in Q2 2026.
  • Lam Research made up 0.07% of F&V Capital Management's portfolio in Q2 2026, its #54 holding.
  • 3,114 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on F&V Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.