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Foster & Motley’s Lam Research LRCX Stock Holding History

Foster & Motley’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 		$10.6M Sell
24,454
-3,280
-12% -$996K 0.49% 49
2026
Q1 		$5.93M Sell
27,734
-1,539
-5% -$344K 0.31% 89
2025
Q4 		$5.01M Sell
29,273
-267
-0.9% -$41.5K 0.27% 97
2025
Q3 		$3.96M Sell
29,540
-377
-1% -$39.9K 0.21% 116
2025
Q2 		$2.91M Buy
29,917
+15,859
+113% +$1.26M 0.17% 133
2025
Q1 		$1.02M Buy
14,058
+1,070
+8% +$84.3K 0.06% 218
2024
Q4 		$938K Buy
12,988
+5,738
+79% +$435K 0.06% 220
2024
Q3 		$591K Buy
+7,250
New +$630K 0.04% 259

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

Foster & Motley's LRCX Position: Q2 2026 in Review

Foster & Motley reduced its Lam Research (LRCX) stake by 12% in Q2 2026, selling an estimated $996K and leaving 24,454 shares worth $10.6M. The position accounts for 0.49% of the portfolio, ranked #49.

Foster & Motley first reported a position in LRCX in Q3 2024 and has held it in 8 quarters since. 3,130 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Foster & Motley held 24,454 shares of Lam Research worth $10.6M as of Q2 2026.
  • Foster & Motley sold 3,280 Lam Research shares in Q2 2026, an estimated $996K.
  • Lam Research made up 0.49% of Foster & Motley's portfolio in Q2 2026, its #49 holding.
  • Foster & Motley first reported a position in Lam Research in Q3 2024 and has held it in 8 quarters since.
  • 3,130 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Foster & Motley's 13F filing for Q2 2026, filed 7 Aug 2026.