Fagan Associates’s Lam Research LRCX Stock Holding History

Fagan Associates’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	$2.76M	Sell	6,380 -473	-7%	-$144K	0.34%	61
2026 Q1	$1.46M	Hold	6,853	–	–	0.2%	76
2025 Q4	$1.17M	Buy	+6,853	New	+$1.07M	0.16%	76

Other funds holding LRCX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fagan Associates's LRCX Position: Q2 2026 in Review

Fagan Associates reduced its Lam Research (LRCX) stake by 6.9% in Q2 2026, selling an estimated $144K and leaving 6,380 shares worth $2.76M. The position accounts for 0.34% of the portfolio, ranked #61.

Fagan Associates first reported a position in LRCX in Q4 2025 and has held it in 3 quarters since. 2,656 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Fagan Associates held 6,380 shares of Lam Research worth $2.76M as of Q2 2026.
Fagan Associates sold 473 Lam Research shares in Q2 2026, an estimated $144K.
Lam Research made up 0.34% of Fagan Associates's portfolio in Q2 2026, its #61 holding.
Fagan Associates first reported a position in Lam Research in Q4 2025 and has held it in 3 quarters since.
2,656 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Fagan Associates's 13F filing for Q2 2026, filed 4 Aug 2026.