Franklin Street Advisors’s Lam Research LRCX Stock Holding History

Franklin Street 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	$1.42M	Sell	3,280 -115	-3%	-$34.9K	0.08%	75
2026 Q1	$725K	Sell	3,395 -335	-9%	-$74.9K	0.04%	95
2025 Q4	$639K	Hold	3,730	–	–	0.04%	97
2025 Q3	$499K	Sell	3,730 -75	-2%	-$7.94K	0.03%	108
2025 Q2	$370K	Buy	3,805 +815	+27%	+$64.6K	0.02%	129
2025 Q1	$217K	Sell	2,990 -60	-2%	-$4.72K	0.02%	153
2024 Q4	$220K	Sell	3,050 -300	-9%	-$22.8K	0.01%	153
2024 Q3	$273K	Hold	3,350	–	–	0.02%	147
2024 Q2	$357K	Hold	3,350	–	–	0.03%	127
2024 Q1	$325K	Hold	3,350	–	–	0.02%	131
2023 Q4	$262K	Hold	3,350	–	–	0.02%	133
2023 Q3	$210K	Hold	3,350	–	–	0.02%	138
2023 Q2	$215K	Buy	+3,350	New	+$189K	0.02%	141
2022 Q1	–	Sell	-3,350	Closed	-$241K	–	164
2021 Q4	$241K	Sell	3,350 -350	-9%	-$21.9K	0.02%	146
2021 Q3	$211K	Buy	+3,700	New	+$225K	0.02%	150

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

Franklin Street Advisors's LRCX Position: Q2 2026 in Review

Franklin Street Advisors reduced its Lam Research (LRCX) stake by 3.4% in Q2 2026, selling an estimated $34.9K and leaving 3,280 shares worth $1.42M. The position accounts for 0.08% of the portfolio, ranked #75.

Franklin Street Advisors first reported a position in LRCX in Q3 2021 and has held it in 15 quarters since. 3,121 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Franklin Street Advisors held 3,280 shares of Lam Research worth $1.42M as of Q2 2026.
Franklin Street Advisors sold 115 Lam Research shares in Q2 2026, an estimated $34.9K.
Lam Research made up 0.08% of Franklin Street Advisors's portfolio in Q2 2026, its #75 holding.
Franklin Street Advisors first reported a position in Lam Research in Q3 2021 and has held it in 15 quarters since.
3,121 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Franklin Street Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.