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Henson-Edgewater Management’s Lam Research LRCX Stock Holding History

Henson-Edgewater 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 		$3.83M Sell
11,744
-305
-3% -$92.6K 1.99% 14
2026
Q1 		$2.57M Sell
12,049
-220
-2% -$49.2K 1.64% 19
2025
Q4 		$2.1M Buy
+12,269
New +$1.91M 1.24% 24

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

Henson-Edgewater Management's LRCX Position: Q2 2026 in Review

Henson-Edgewater Management reduced its Lam Research (LRCX) stake by 2.5% in Q2 2026, selling an estimated $92.6K and leaving 11,744 shares worth $3.83M. The position accounts for 1.99% of the portfolio, ranked #14.

Henson-Edgewater Management first reported a position in LRCX in Q4 2025 and has held it in 3 quarters since. 3,114 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Henson-Edgewater Management held 11,744 shares of Lam Research worth $3.83M as of Q2 2026.
  • Henson-Edgewater Management sold 305 Lam Research shares in Q2 2026, an estimated $92.6K.
  • Lam Research made up 1.99% of Henson-Edgewater Management's portfolio in Q2 2026, its #14 holding.
  • Henson-Edgewater Management first reported a position in Lam Research in Q4 2025 and has held it in 3 quarters since.
  • 3,114 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Henson-Edgewater Management's 13F filing for Q2 2026, filed 18 Aug 2026.