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Gryphon Financial Partners’s Lam Research LRCX Stock Holding History

Gryphon Financial 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 		$1.19M Buy
2,739
+749
+38% +$227K 0.1% 136
2026
Q1 		$425K Buy
1,990
+238
+14% +$53.2K 0.04% 240
2025
Q4 		$300K Buy
1,752
+68
+4% +$10.6K 0.03% 271
2025
Q3 		$225K Buy
+1,684
New +$178K 0.03% 302
2024
Q4 		– Sell
-6,100
Closed -$498K – 270
2024
Q3 		$498K Sell
6,100
-50
-0.8% -$4.35K 0.07% 172
2024
Q2 		$654K Sell
6,150
-160
-3% -$15.3K 0.1% 128
2024
Q1 		$613K Buy
6,310
+140
+2% +$12.3K 0.1% 133
2023
Q4 		$476K Buy
+6,170
New +$420K 0.08% 157
2018
Q3 		– Sell
-450
Closed -$8K – 555
2018
Q2 		$8K Hold
450
– – ﹤0.01% 567
2018
Q1 		$9K Buy
450
+30
+7% +$594 ﹤0.01% 540
2017
Q4 		$8K Buy
+420
New +$8.25K ﹤0.01% 618

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 $3.38T AUM 44.17% 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

Gryphon Financial Partners's LRCX Position: Q2 2026 in Review

Gryphon Financial Partners increased its Lam Research (LRCX) stake by 38% in Q2 2026, buying an estimated $227K and bringing the position to 2,739 shares worth $1.19M. The position accounts for 0.1% of the portfolio, ranked #136.

Gryphon Financial Partners first reported a position in LRCX in Q4 2017 and has held it in 11 quarters since. 3,146 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Gryphon Financial Partners held 2,739 shares of Lam Research worth $1.19M as of Q2 2026.
  • Gryphon Financial Partners bought 749 Lam Research shares in Q2 2026, an estimated $227K.
  • Lam Research made up 0.1% of Gryphon Financial Partners's portfolio in Q2 2026, its #136 holding.
  • Gryphon Financial Partners first reported a position in Lam Research in Q4 2017 and has held it in 11 quarters since.
  • 3,146 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Gryphon Financial Partners's 13F filing for Q2 2026, filed 5 Aug 2026.