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 Q3	$7.22M	Buy	21,970 +7,310	+50%	+$2.28M	3.06%	13
2026 Q2	$6.35M	Buy	+14,660	New	+$4.45M	2.95%	12

Other funds holding LRCX

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Franchise GP's LRCX Position: Q3 2026 in Review

Franchise GP increased its Lam Research (LRCX) stake by 50% in Q3 2026, buying an estimated $2.28M and bringing the position to 21,970 shares worth $7.22M. The position accounts for 3.06% of the portfolio, ranked #13.

Franchise GP first reported a position in LRCX in Q2 2026 and has held it in 2 quarters since. 2,390 funds tracked by Wall St. Rank hold LRCX as of Q3 2026.

Franchise GP held 21,970 shares of Lam Research worth $7.22M as of Q3 2026.
Franchise GP bought 7,310 Lam Research shares in Q3 2026, an estimated $2.28M.
Lam Research made up 3.06% of Franchise GP's portfolio in Q3 2026, its #13 holding.
Franchise GP first reported a position in Lam Research in Q2 2026 and has held it in 2 quarters since.
2,390 funds tracked by Wall St. Rank held Lam Research as of Q3 2026.

Based on Franchise GP's 13F filing for Q3 2026, filed 16 Oct 2026.