Frank Rimerman Advisors’s Lam Research LRCX Stock Holding History

Frank Rimerman Advisors’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	$7.72M	Buy	17,819 +1,017	+6%	+$309K	0.44%	33
2026 Q1	$3.59M	Buy	16,802 +13	+0.1%	+$2.91K	0.24%	73
2025 Q4	$2.87M	Buy	16,789 +86	+0.5%	+$13.4K	0.18%	92
2025 Q3	$2.24M	Buy	16,703 +1,144	+7%	+$121K	0.14%	112
2025 Q2	$1.51M	Sell	15,559 -18,181	-54%	-$1.44M	0.1%	150
2025 Q1	$2.45M	Buy	33,740 +18,681	+124%	+$1.47M	0.19%	87
2024 Q4	$1.09M	Sell	15,059 -1,081	-7%	-$82K	0.08%	187
2024 Q3	$1.32M	Sell	16,140 -12,980	-45%	-$1.13M	0.09%	174
2024 Q2	$3.1M	Buy	29,120 +29,040	+36,300%	+$2.79M	0.22%	73
2024 Q1	$7.77K	Hold	80	–	–	﹤0.01%	186
2023 Q4	$6.27K	Buy	+80	New	+$5.45K	﹤0.01%	189
2022 Q2	–	Sell	-13,110	Closed	-$705K	–	108
2022 Q1	$705K	Hold	13,110	–	–	0.23%	60
2021 Q4	$943K	Buy	13,110 +5,140	+64%	+$322K	0.32%	47
2021 Q3	$454K	Buy	+7,970	New	+$485K	0.18%	68

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

Frank Rimerman Advisors's LRCX Position: Q2 2026 in Review

Frank Rimerman Advisors increased its Lam Research (LRCX) stake by 6.1% in Q2 2026, buying an estimated $309K and bringing the position to 17,819 shares worth $7.72M. The position accounts for 0.44% of the portfolio, ranked #33.

Frank Rimerman Advisors first reported a position in LRCX in Q3 2021 and has held it in 14 quarters since. 3,130 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Frank Rimerman Advisors held 17,819 shares of Lam Research worth $7.72M as of Q2 2026.
Frank Rimerman Advisors bought 1,017 Lam Research shares in Q2 2026, an estimated $309K.
Lam Research made up 0.44% of Frank Rimerman Advisors's portfolio in Q2 2026, its #33 holding.
Frank Rimerman Advisors first reported a position in Lam Research in Q3 2021 and has held it in 14 quarters since.
3,130 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Frank Rimerman Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.