Franchise GP’s Lam Research LRCX Stock Holding History

Franchise GP’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	$6.35M	Buy	+14,660	New	+$4.45M	2.95%	12

Other funds holding LRCX

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Franchise GP's LRCX Position: Q2 2026 in Review

Franchise GP opened a new position in Lam Research (LRCX) in Q2 2026: 14,660 shares worth $6.35M. The stake represents 2.95% of the portfolio and ranks #12 among its holdings.

2,706 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Franchise GP held 14,660 shares of Lam Research worth $6.35M as of Q2 2026.
Lam Research was a new Franchise GP position in Q2 2026.
Lam Research made up 2.95% of Franchise GP's portfolio in Q2 2026, its #12 holding.
2,706 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Franchise GP's 13F filing for Q2 2026, filed 22 Jul 2026.