Fulcrum Asset Management’s Lam Research LRCX Stock Holding History

Fulcrum Asset Management’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	$3.51M	Sell	8,534 -6,570	-43%	-$1.99M	0.35%	71
2026 Q1	$3.02M	Buy	15,104 +8,108	+116%	+$1.81M	0.46%	58
2025 Q4	$1.22M	Sell	6,996 -208	-3%	-$32.4K	0.34%	61
2025 Q3	$965K	Sell	7,204 -201	-3%	-$21.3K	0.27%	73
2025 Q2	$721K	Buy	+7,405	New	+$587K	0.21%	84
2022 Q1	–	Hold	0	–	–	–	71
2021 Q2	–	Hold	0	–	–	–	37
2020 Q4	–	Hold	0	–	–	–	82
2020 Q3	–	Sell	-40,800	Closed	-$1.42M	–	162
2020 Q2	$1.42M	Buy	+40,800	New	+$1.11M	0.48%	83

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

Fulcrum Asset Management's LRCX Position: Q2 2026 in Review

Fulcrum Asset Management reduced its Lam Research (LRCX) stake by 43% in Q2 2026, selling an estimated $1.99M and leaving 8,534 shares worth $3.51M. The position accounts for 0.35% of the portfolio, ranked #71.

Fulcrum Asset Management first reported a position in LRCX in Q2 2020 and has held it in 6 quarters since. 3,123 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Fulcrum Asset Management held 8,534 shares of Lam Research worth $3.51M as of Q2 2026.
Fulcrum Asset Management sold 6,570 Lam Research shares in Q2 2026, an estimated $1.99M.
Lam Research made up 0.35% of Fulcrum Asset Management's portfolio in Q2 2026, its #71 holding.
Fulcrum Asset Management first reported a position in Lam Research in Q2 2020 and has held it in 6 quarters since.
3,123 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Fulcrum Asset Management's 13F filing for Q2 2026, filed 18 Aug 2026.