Grandview Asset Management’s Lam Research LRCX Stock Holding History

Grandview 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	$478K	Buy	1,063 +78	+8%	+$23.7K	0.12%	93
2026 Q1	$210K	Buy	+985	New	+$220K	0.06%	134
2021 Q2	–	Sell	-70	Closed	-$4K	–	298
2021 Q1	$4K	Buy	+70	New	+$3.81K	﹤0.01%	405
2020 Q1	–	Sell	-33,560	Closed	-$1M	–	51
2019 Q4	$1M	Sell	33,560 -1,590	-5%	-$42.2K	0.95%	27
2019 Q3	$810K	Sell	35,150 -1,480	-4%	-$31.1K	0.73%	37
2019 Q2	$688K	Sell	36,630 -5,770	-14%	-$109K	0.64%	44
2019 Q1	$759K	Sell	42,400 -11,880	-22%	-$198K	0.7%	41
2018 Q4	$739K	Buy	+54,280	New	+$778K	0.78%	36

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

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

Grandview Asset Management increased its Lam Research (LRCX) stake by 7.9% in Q2 2026, buying an estimated $23.7K and bringing the position to 1,063 shares worth $478K. The position accounts for 0.12% of the portfolio, ranked #93.

Grandview Asset Management first reported a position in LRCX in Q4 2018 and has held it in 8 quarters since. The position peaked at $1M in Q4 2019. 3,118 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Grandview Asset Management held 1,063 shares of Lam Research worth $478K as of Q2 2026.
Grandview Asset Management bought 78 Lam Research shares in Q2 2026, an estimated $23.7K.
Lam Research made up 0.12% of Grandview Asset Management's portfolio in Q2 2026, its #93 holding.
Grandview Asset Management first reported a position in Lam Research in Q4 2018 and has held it in 8 quarters since.
Grandview Asset Management's Lam Research position peaked at $1M in Q4 2019.
3,118 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Grandview Asset Management's 13F filing for Q2 2026, filed 24 Jul 2026.