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Graypoint LLC’s Lam Research LRCX Stock Holding History

Graypoint LLC’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
2025
Q2 		$859K Sell
8,829
-2,022
-19% -$160K 0.05% 235
2025
Q1 		$789K Buy
10,851
+1,022
+10% +$80.5K 0.05% 240
2024
Q4 		$710K Buy
9,829
+639
+7% +$48.5K 0.04% 242
2024
Q3 		$750K Sell
9,190
-390
-4% -$33.9K 0.05% 230
2024
Q2 		$1.02M Buy
9,580
+1,080
+13% +$104K 0.07% 176
2024
Q1 		$826K Buy
8,500
+280
+3% +$24.6K 0.06% 203
2023
Q4 		$644K Buy
8,220
+1,070
+15% +$72.9K 0.05% 218
2023
Q3 		$448K Buy
7,150
+450
+7% +$29.6K 0.04% 254
2023
Q2 		$431K Buy
6,700
+800
+14% +$45.1K 0.04% 245
2023
Q1 		$313K Buy
+5,900
New +$290K 0.03% 281

Other funds holding LRCX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Graypoint LLC's LRCX Position: Q2 2025 in Review

Graypoint LLC reduced its Lam Research (LRCX) stake by 19% in Q2 2025, selling an estimated $160K and leaving 8,829 shares worth $859K. The position accounts for 0.05% of the portfolio, ranked #235.

Graypoint LLC first reported a position in LRCX in Q1 2023 and has held it in 10 quarters since. The position peaked at $1.02M in Q2 2024. 1,878 funds tracked by Wall St. Rank hold LRCX as of Q2 2025.

  • Graypoint LLC held 8,829 shares of Lam Research worth $859K as of Q2 2025.
  • Graypoint LLC sold 2,022 Lam Research shares in Q2 2025, an estimated $160K.
  • Lam Research made up 0.05% of Graypoint LLC's portfolio in Q2 2025, its #235 holding.
  • Graypoint LLC first reported a position in Lam Research in Q1 2023 and has held it in 10 quarters since.
  • Graypoint LLC's Lam Research position peaked at $1.02M in Q2 2024.
  • 1,878 funds tracked by Wall St. Rank held Lam Research as of Q2 2025.

Based on Graypoint LLC's 13F filing for Q2 2025, filed 15 Jul 2025.