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Geneva Partners’s Lam Research LRCX Stock Holding History

Geneva 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 		$6.62M Buy
15,283
+2,885
+23% +$876K 1.77% 26
2026
Q1 		$2.65M Buy
+12,398
New +$2.77M 1.27% 27
2024
Q3 		– Sell
-43,630
Closed -$4.65M – 77
2024
Q2 		$4.65M Buy
43,630
+28,440
+187% +$2.73M 1.91% 21
2024
Q1 		$1.48M Buy
15,190
+3,190
+27% +$281K 0.65% 43
2023
Q4 		$940K Sell
12,000
-10,240
-46% -$698K 0.52% 45
2023
Q3 		$1.39M Buy
22,240
+9,050
+69% +$595K 0.93% 33
2023
Q2 		$848K Buy
+13,190
New +$743K 0.55% 42
2020
Q1 		– Sell
-16,100
Closed -$471K – 69
2019
Q4 		$471K Buy
+16,100
New +$428K 0.33% 57

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

Geneva Partners's LRCX Position: Q2 2026 in Review

Geneva Partners increased its Lam Research (LRCX) stake by 23% in Q2 2026, buying an estimated $876K and bringing the position to 15,283 shares worth $6.62M. The position accounts for 1.77% of the portfolio, ranked #26.

Geneva Partners first reported a position in LRCX in Q4 2019 and has held it in 8 quarters since. 3,137 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Geneva Partners held 15,283 shares of Lam Research worth $6.62M as of Q2 2026.
  • Geneva Partners bought 2,885 Lam Research shares in Q2 2026, an estimated $876K.
  • Lam Research made up 1.77% of Geneva Partners's portfolio in Q2 2026, its #26 holding.
  • Geneva Partners first reported a position in Lam Research in Q4 2019 and has held it in 8 quarters since.
  • 3,137 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Geneva Partners's 13F filing for Q2 2026, filed 10 Aug 2026.