First American Trust’s Lam Research LRCX Stock Holding History

First American Trust’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	$10.7M	Sell	24,610 -5,661	-19%	-$1.72M	0.64%	45
2026 Q1	$6.47M	Sell	30,271 -105	-0.3%	-$23.5K	0.44%	72
2025 Q4	$5.2M	Sell	30,376 -30	-0.1%	-$4.67K	0.36%	81
2025 Q3	$4.07M	Sell	30,406 -75	-0.2%	-$7.94K	0.3%	92
2025 Q2	$2.97M	Sell	30,481 -13,166	-30%	-$1.04M	0.24%	104
2025 Q1	$3.17M	Buy	43,647 +12,905	+42%	+$1.02M	0.29%	93
2024 Q4	$2.22M	Buy	30,742 +15,392	+100%	+$1.17M	0.22%	95
2024 Q3	$1.25M	Buy	15,350 +13,070	+573%	+$1.14M	0.12%	115
2024 Q2	$243K	Sell	2,280 -1,380	-38%	-$132K	0.02%	188
2024 Q1	$356K	Buy	3,660 +500	+16%	+$44K	0.04%	163
2023 Q4	$248K	Buy	+3,160	New	+$215K	0.03%	164
2021 Q1	–	Sell	-5,830	Closed	-$276K	–	155
2020 Q4	$276K	Sell	5,830 -1,510	-21%	-$63.5K	0.05%	131
2020 Q3	$243K	Buy	7,340 +10	+0.1%	+$345	0.04%	127
2020 Q2	$237K	Buy	+7,330	New	+$200K	0.05%	113

Other funds holding LRCX

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

First American Trust's LRCX Position: Q2 2026 in Review

First American Trust reduced its Lam Research (LRCX) stake by 19% in Q2 2026, selling an estimated $1.72M and leaving 24,610 shares worth $10.7M. The position accounts for 0.64% of the portfolio, ranked #45.

First American Trust first reported a position in LRCX in Q2 2020 and has held it in 14 quarters since. 3,137 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

First American Trust held 24,610 shares of Lam Research worth $10.7M as of Q2 2026.
First American Trust sold 5,661 Lam Research shares in Q2 2026, an estimated $1.72M.
Lam Research made up 0.64% of First American Trust's portfolio in Q2 2026, its #45 holding.
First American Trust first reported a position in Lam Research in Q2 2020 and has held it in 14 quarters since.
3,137 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on First American Trust's 13F filing for Q2 2026, filed 10 Aug 2026.