HA
LRCX icon

Harfst & Associates’s Lam Research LRCX Stock Holding History

Harfst & Associates’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 		$8.74M Sell
20,169
-2,534
-11% -$769K 1.36% 15
2026
Q1 		$4.85M Sell
22,703
-1,203
-5% -$269K 0.87% 18
2025
Q4 		$4.09M Sell
23,906
-2,591
-10% -$403K 0.74% 20
2025
Q3 		$3.55M Sell
26,497
-165
-0.6% -$17.5K 0.65% 20
2025
Q2 		$2.6M Sell
26,662
-761
-3% -$60.4K 0.54% 28
2025
Q1 		$1.99M Buy
27,423
+570
+2% +$44.9K 0.46% 37
2024
Q4 		$1.94M Buy
26,853
+3,963
+17% +$301K 0.4% 51
2024
Q3 		$1.87M Buy
22,890
+6,390
+39% +$556K 0.42% 55
2024
Q2 		$1.76M Buy
16,500
+220
+1% +$21.1K 0.41% 46
2024
Q1 		$1.58M Buy
+16,280
New +$1.43M 0.38% 50

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

Harfst & Associates's LRCX Position: Q2 2026 in Review

Harfst & Associates reduced its Lam Research (LRCX) stake by 11% in Q2 2026, selling an estimated $769K and leaving 20,169 shares worth $8.74M. The position accounts for 1.36% of the portfolio, ranked #15.

Harfst & Associates first reported a position in LRCX in Q1 2024 and has held it in 10 quarters since. 3,125 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Harfst & Associates held 20,169 shares of Lam Research worth $8.74M as of Q2 2026.
  • Harfst & Associates sold 2,534 Lam Research shares in Q2 2026, an estimated $769K.
  • Lam Research made up 1.36% of Harfst & Associates's portfolio in Q2 2026, its #15 holding.
  • Harfst & Associates first reported a position in Lam Research in Q1 2024 and has held it in 10 quarters since.
  • 3,125 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Harfst & Associates's 13F filing for Q2 2026, filed 31 Jul 2026.