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Freestone Grove Partners’s Lam Research LRCX Stock Holding History

Freestone Grove Partners’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 		$27.2M Sell
62,801
-21,843
-26% -$6.63M 0.17% 173
2026
Q1 		$18.1M Sell
84,644
-7,078
-8% -$1.58M 0.13% 221
2025
Q4 		$15.7M Sell
91,722
-64,188
-41% -$9.98M 0.11% 237
2025
Q3 		$20.9M Sell
155,910
-572,412
-79% -$60.6M 0.16% 204
2025
Q2 		$70.9M Sell
728,322
-871,408
-54% -$69.1M 0.54% 46
2025
Q1 		$116M Buy
1,599,730
+1,240,965
+346% +$97.7M 1.2% 4
2024
Q4 		$25.9M Buy
+358,765
New +$27.2M 0.32% 109

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

Freestone Grove Partners's LRCX Position: Q2 2026 in Review

Freestone Grove Partners reduced its Lam Research (LRCX) stake by 26% in Q2 2026, selling an estimated $6.63M and leaving 62,801 shares worth $27.2M. The position accounts for 0.17% of the portfolio, ranked #173.

Freestone Grove Partners first reported a position in LRCX in Q4 2024 and has held it in 7 quarters since. The position peaked at $116M in Q1 2025. 3,130 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Freestone Grove Partners held 62,801 shares of Lam Research worth $27.2M as of Q2 2026.
  • Freestone Grove Partners sold 21,843 Lam Research shares in Q2 2026, an estimated $6.63M.
  • Lam Research made up 0.17% of Freestone Grove Partners's portfolio in Q2 2026, its #173 holding.
  • Freestone Grove Partners first reported a position in Lam Research in Q4 2024 and has held it in 7 quarters since.
  • Freestone Grove Partners's Lam Research position peaked at $116M in Q1 2025.
  • 3,130 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Freestone Grove Partners's 13F filing for Q2 2026, filed 14 Aug 2026.