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Hamilton Point Investment Advisors’s Lam Research LRCX Stock Holding History

Hamilton Point Investment Advisors’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 		$876K Hold
2,020
– – 0.12% 84
2026
Q1 		$432K Hold
2,020
– – 0.07% 102
2025
Q4 		$346K Hold
2,020
– – 0.05% 109
2025
Q3 		$271K Buy
+2,020
New +$214K 0.04% 118
2024
Q3 		– Sell
-2,020
Closed -$216K – 160
2024
Q2 		$216K Buy
+2,020
New +$194K 0.04% 111

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

Hamilton Point Investment Advisors's LRCX Position: Q2 2026 in Review

Hamilton Point Investment Advisors held its Lam Research (LRCX) position steady in Q2 2026 at 2,020 shares worth $876K. The position accounts for 0.12% of the portfolio, ranked #84.

Hamilton Point Investment Advisors first reported a position in LRCX in Q2 2024 and has held it in 5 quarters since. 3,137 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Hamilton Point Investment Advisors held 2,020 shares of Lam Research worth $876K as of Q2 2026.
  • Hamilton Point Investment Advisors left its Lam Research share count unchanged in Q2 2026.
  • Lam Research made up 0.12% of Hamilton Point Investment Advisors's portfolio in Q2 2026, its #84 holding.
  • Hamilton Point Investment Advisors first reported a position in Lam Research in Q2 2024 and has held it in 5 quarters since.
  • 3,137 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Hamilton Point Investment Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.