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Heritage Trust’s Lam Research LRCX Stock Holding History

Heritage Trust’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 		$11.3M Buy
26,063
+152
+0.6% +$46.1K 0.98% 23
2026
Q1 		$5.54M Buy
25,911
+1,501
+6% +$336K 0.56% 50
2025
Q4 		$4.18M Buy
24,410
+586
+2% +$91.1K 0.43% 63
2025
Q3 		$3.19M Buy
23,824
+763
+3% +$80.8K 0.34% 76
2025
Q2 		$2.24M Sell
23,061
-481
-2% -$38.1K 0.26% 94
2025
Q1 		$1.71M Sell
23,542
-4,467
-16% -$352K 0.21% 119
2024
Q4 		$2.02M Buy
+28,009
New +$2.12M 0.24% 102
2024
Q2 		$3.42M Buy
32,130
+310
+1% +$29.7K 0.45% 61
2024
Q1 		$3.09M Sell
31,820
-1,220
-4% -$107K 0.41% 71
2023
Q4 		$2.59M Buy
33,040
+990
+3% +$67.5K 0.36% 77
2023
Q3 		$2.01M Sell
32,050
-67,030
-68% -$4.4M 0.31% 87
2023
Q2 		$6.37M Buy
99,080
+1,710
+2% +$96.4K 0.93% 28
2023
Q1 		$5.16M Buy
97,370
+1,150
+1% +$56.4K 0.81% 35
2022
Q4 		$4.04M Buy
96,220
+2,580
+3% +$108K 0.66% 42
2022
Q3 		$3.43M Buy
93,640
+180
+0.2% +$8.01K 0.6% 47
2022
Q2 		$3.98M Sell
93,460
-2,060
-2% -$98.1K 0.65% 45
2022
Q1 		$5.13M Sell
95,520
-530
-0.6% -$30.9K 0.73% 38
2021
Q4 		$6.91M Buy
96,050
+460
+0.5% +$28.8K 0.89% 35
2021
Q3 		$5.44M Sell
95,590
-350
-0.4% -$21.3K 0.77% 40
2021
Q2 		$6.24M Sell
95,940
-13,040
-12% -$823K 0.89% 36
2021
Q1 		$6.49M Buy
108,980
+100
+0.1% +$5.45K 0.99% 33
2020
Q4 		$5.14M Buy
108,880
+33,940
+45% +$1.43M 0.83% 39
2020
Q3 		$2.48M Buy
74,940
+13,990
+23% +$482K 0.46% 64
2020
Q2 		$1.97M Buy
60,950
+44,820
+278% +$1.22M 0.39% 72
2020
Q1 		$387K Buy
+16,130
New +$464K 0.1% 134

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

Heritage Trust's LRCX Position: Q2 2026 in Review

Heritage Trust increased its Lam Research (LRCX) stake by 0.59% in Q2 2026, buying an estimated $46.1K and bringing the position to 26,063 shares worth $11.3M. The position accounts for 0.98% of the portfolio, ranked #23.

Heritage Trust first reported a position in LRCX in Q1 2020 and has held it in 25 quarters since. 3,137 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Heritage Trust held 26,063 shares of Lam Research worth $11.3M as of Q2 2026.
  • Heritage Trust bought 152 Lam Research shares in Q2 2026, an estimated $46.1K.
  • Lam Research made up 0.98% of Heritage Trust's portfolio in Q2 2026, its #23 holding.
  • Heritage Trust first reported a position in Lam Research in Q1 2020 and has held it in 25 quarters since.
  • 3,137 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Heritage Trust's 13F filing for Q2 2026, filed 6 Aug 2026.