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Galaxy Digital Capital Management’s Lam Research LRCX Stock Holding History

Galaxy Digital Capital 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 		$1.08M Sell
2,500
-500
-17% -$152K 0.53% 55
2026
Q1 		$641K Sell
3,000
-300
-9% -$67.1K 0.68% 39
2025
Q4 		$565K Buy
+3,300
New +$513K 0.59% 45
2025
Q3 		– Sell
-8,800
Closed -$857K – 47
2025
Q2 		$857K Buy
+8,800
New +$698K 0.71% 37

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

Galaxy Digital Capital Management's LRCX Position: Q2 2026 in Review

Galaxy Digital Capital Management reduced its Lam Research (LRCX) stake by 29% in Q2 2026, selling an estimated $523K and leaving 4,192 shares worth $1.82M. The position accounts for 0.88% of the portfolio, ranked #43.

Galaxy Digital Capital Management first reported a position in LRCX in Q1 2025 and has held it in 6 quarters since. 3,109 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Galaxy Digital Capital Management held 4,192 shares of Lam Research worth $1.82M as of Q2 2026.
  • Galaxy Digital Capital Management sold 1,722 Lam Research shares in Q2 2026, an estimated $523K.
  • Lam Research made up 0.88% of Galaxy Digital Capital Management's portfolio in Q2 2026, its #43 holding.
  • Galaxy Digital Capital Management first reported a position in Lam Research in Q1 2025 and has held it in 6 quarters since.
  • 3,109 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Galaxy Digital Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.