Forte Capital’s Lam Research LRCX Stock Holding History

Forte Capital’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
2025 Q2	$732K	Sell	7,515 -60	-0.8%	-$4.76K	0.08%	147
2025 Q1	$551K	Hold	7,575	–	–	0.07%	164
2024 Q4	$547K	Sell	7,575 -1,025	-12%	-$77.7K	0.06%	160
2024 Q3	$702K	Hold	8,600	–	–	0.08%	144
2024 Q2	$916K	Hold	8,600	–	–	0.11%	116
2024 Q1	$836K	Hold	8,600	–	–	0.1%	114
2023 Q4	$674K	Hold	8,600	–	–	0.09%	123
2023 Q3	$539K	Sell	8,600 -80	-0.9%	-$5.26K	0.08%	124
2023 Q2	$558K	Hold	8,680	–	–	0.08%	127
2023 Q1	$460K	Sell	8,680 -250	-3%	-$12.3K	0.07%	142
2022 Q4	$375K	Buy	8,930 +230	+3%	+$9.62K	0.06%	151
2022 Q3	$318K	Hold	8,700	–	–	0.06%	157
2022 Q2	$371K	Sell	8,700 -80	-0.9%	-$3.81K	0.06%	149
2022 Q1	$631K	Hold	8,780	–	–	0.08%	136
2021 Q4	$631K	Sell	8,780 -1,010	-10%	-$63.3K	0.08%	136
2021 Q3	$557K	Buy	9,790 +80	+0.8%	+$4.87K	0.08%	144
2021 Q2	$632K	Hold	9,710	–	–	0.09%	130
2021 Q1	$578K	Hold	9,710	–	–	0.09%	130
2020 Q4	$459K	Sell	9,710 -880	-8%	-$37K	0.07%	138
2020 Q3	$351K	Hold	10,590	–	–	0.06%	149
2020 Q2	$343K	Buy	+10,590	New	+$289K	0.07%	140

Other funds holding LRCX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Forte Capital's LRCX Position: Q2 2025 in Review

Forte Capital reduced its Lam Research (LRCX) stake by 0.79% in Q2 2025, selling an estimated $4.76K and leaving 7,515 shares worth $732K. The position accounts for 0.08% of the portfolio, ranked #147.

Forte Capital first reported a position in LRCX in Q2 2020 and has held it in 21 quarters since. The position peaked at $916K in Q2 2024. 1,878 funds tracked by Wall St. Rank hold LRCX as of Q2 2025.

Forte Capital held 7,515 shares of Lam Research worth $732K as of Q2 2025.
Forte Capital sold 60 Lam Research shares in Q2 2025, an estimated $4.76K.
Lam Research made up 0.08% of Forte Capital's portfolio in Q2 2025, its #147 holding.
Forte Capital first reported a position in Lam Research in Q2 2020 and has held it in 21 quarters since.
Forte Capital's Lam Research position peaked at $916K in Q2 2024.
1,878 funds tracked by Wall St. Rank held Lam Research as of Q2 2025.

Based on Forte Capital's 13F filing for Q2 2025, filed 15 Jul 2025.