First National Trust’s Lam Research LRCX Stock Holding History

First National 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	$16M	Sell	36,959 -2,492	-6%	-$756K	0.54%	47
2026 Q1	$8.43M	Buy	+39,451	New	+$8.82M	0.29%	78
2018 Q1	–	Sell	-10,930	Closed	-$201K	–	335
2017 Q4	$201K	Buy	+10,930	New	+$215K	0.02%	326

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 National Trust's LRCX Position: Q2 2026 in Review

First National Trust reduced its Lam Research (LRCX) stake by 6.3% in Q2 2026, selling an estimated $756K and leaving 36,959 shares worth $16M. The position accounts for 0.54% of the portfolio, ranked #47.

First National Trust first reported a position in LRCX in Q4 2017 and has held it in 3 quarters since. 3,118 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

First National Trust held 36,959 shares of Lam Research worth $16M as of Q2 2026.
First National Trust sold 2,492 Lam Research shares in Q2 2026, an estimated $756K.
Lam Research made up 0.54% of First National Trust's portfolio in Q2 2026, its #47 holding.
First National Trust first reported a position in Lam Research in Q4 2017 and has held it in 3 quarters since.
3,118 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on First National Trust's 13F filing for Q2 2026, filed 30 Jul 2026.