GAMCO Investors’s Lam Research LRCX Stock Holding History

GAMCO Investors’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	$3.41M	Buy	7,869 +4,687	+147%	+$1.42M	0.03%	433
2026 Q1	$680K	Buy	+3,182	New	+$711K	0.01%	703
2023 Q2	–	Sell	-5,000	Closed	-$265K	–	882
2023 Q1	$265K	Buy	+5,000	New	+$245K	﹤0.01%	794
2022 Q2	–	Sell	-50,780	Closed	-$2.73M	–	910
2022 Q1	$2.73M	Buy	50,780 +70	+0.1%	+$4.08K	0.02%	446
2021 Q4	$3.65M	Sell	50,710 -1,080	-2%	-$67.7K	0.03%	412
2021 Q3	$2.95M	Sell	51,790 -70	-0.1%	-$4.26K	0.03%	442
2021 Q2	$3.38M	Buy	51,860 +3,010	+6%	+$190K	0.03%	426
2021 Q1	$2.91M	Buy	48,850 +780	+2%	+$42.5K	0.03%	442
2020 Q4	$2.27M	Sell	48,070 -3,140	-6%	-$132K	0.02%	457
2020 Q3	$1.7M	Buy	51,210 +80	+0.2%	+$2.76K	0.02%	490
2020 Q2	$1.65M	Buy	51,130 +24,610	+93%	+$671K	0.02%	482
2020 Q1	$636K	Buy	+26,520	New	+$764K	0.01%	626
2014 Q4	–	Sell	-150,000	Closed	-$1.12M	–	867
2014 Q3	$1.12M	Sell	150,000 -50,000	-25%	-$357K	0.01%	630
2014 Q2	$1.35M	Hold	200,000	–	–	0.01%	603
2014 Q1	$1.1M	Sell	200,000 -10,000	-5%	-$53.1K	0.01%	604
2013 Q4	$1.14M	Sell	210,000 -22,500	-10%	-$118K	0.01%	591
2013 Q3	$1.19M	Hold	232,500	–	–	0.01%	592
2013 Q2	$1.03M	Buy	+232,500	New	+$1.05M	0.01%	574

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

GAMCO Investors's LRCX Position: Q2 2026 in Review

GAMCO Investors increased its Lam Research (LRCX) stake by 147% in Q2 2026, buying an estimated $1.42M and bringing the position to 7,869 shares worth $3.41M. The position accounts for 0.03% of the portfolio, ranked #433.

GAMCO Investors first reported a position in LRCX in Q2 2013 and has held it in 18 quarters since. The position peaked at $3.65M in Q4 2021. 3,121 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

GAMCO Investors held 7,869 shares of Lam Research worth $3.41M as of Q2 2026.
GAMCO Investors bought 4,687 Lam Research shares in Q2 2026, an estimated $1.42M.
Lam Research made up 0.03% of GAMCO Investors's portfolio in Q2 2026, its #433 holding.
GAMCO Investors first reported a position in Lam Research in Q2 2013 and has held it in 18 quarters since.
GAMCO Investors's Lam Research position peaked at $3.65M in Q4 2021.
3,121 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on GAMCO Investors's 13F filing for Q2 2026, filed 12 Aug 2026.