Fayez Sarofim & Co
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Fayez Sarofim & Co’s Lam Research LRCX Stock Holding History

Fayez Sarofim & Co’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 		$2.93M Sell
6,768
-785
-10% -$238K 0.01% 137
2026
Q1 		$1.61M Buy
7,553
+1,419
+23% +$317K ﹤0.01% 160
2025
Q4 		$1.05M Sell
6,134
-11,700
-66% -$1.82M ﹤0.01% 180
2025
Q3 		$2.39M Buy
17,834
+29
+0.2% +$3.07K 0.01% 149
2025
Q2 		$1.73M Buy
17,805
+4,805
+37% +$381K ﹤0.01% 165
2025
Q1 		$945K Hold
13,000
– – ﹤0.01% 190
2024
Q4 		$939K Buy
+13,000
New +$986K ﹤0.01% 189
2024
Q3 		– Sell
-1,910
Closed -$203K – 289
2024
Q2 		$203K Buy
+1,910
New +$183K ﹤0.01% 275
2024
Q1 		– Sell
-8,250
Closed -$752K – 293
2023
Q4 		$752K Buy
+8,250
New +$562K ﹤0.01% 183
2022
Q1 		– Sell
-3,400
Closed -$245K – 331
2021
Q4 		$245K Buy
+3,400
New +$213K ﹤0.01% 318
2021
Q3 		– Sell
-11,310
Closed -$736K – 314
2021
Q2 		$736K Buy
+11,310
New +$714K ﹤0.01% 232

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

Fayez Sarofim & Co's LRCX Position: Q2 2026 in Review

Fayez Sarofim & Co reduced its Lam Research (LRCX) stake by 10% in Q2 2026, selling an estimated $238K and leaving 6,768 shares worth $2.93M. The position accounts for 0.01% of the portfolio, ranked #137.

Fayez Sarofim & Co first reported a position in LRCX in Q2 2021 and has held it in 11 quarters since. 3,114 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Fayez Sarofim & Co held 6,768 shares of Lam Research worth $2.93M as of Q2 2026.
  • Fayez Sarofim & Co sold 785 Lam Research shares in Q2 2026, an estimated $238K.
  • Lam Research made up 0.01% of Fayez Sarofim & Co's portfolio in Q2 2026, its #137 holding.
  • Fayez Sarofim & Co first reported a position in Lam Research in Q2 2021 and has held it in 11 quarters since.
  • 3,114 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Fayez Sarofim & Co's 13F filing for Q2 2026, filed 17 Aug 2026.