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Herold Advisors’s Lam Research LRCX Stock Holding History

Herold 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 		$2.36M Sell
5,450
-131
-2% -$39.8K 0.47% 60
2026
Q1 		$1.19M Sell
5,581
-1,848
-25% -$413K 0.26% 95
2025
Q4 		$1.27M Sell
7,429
-410
-5% -$63.8K 0.28% 91
2025
Q3 		$1.05M Sell
7,839
-677
-8% -$71.7K 0.24% 104
2025
Q2 		$829K Buy
8,516
+794
+10% +$63K 0.17% 130
2025
Q1 		$561K Sell
7,722
-3,291
-30% -$259K 0.12% 171
2024
Q4 		$795K Sell
11,013
-2,017
-15% -$153K 0.17% 142
2024
Q3 		$1.06M Buy
13,030
+420
+3% +$36.5K 0.23% 123
2024
Q2 		$1.34M Buy
12,610
+630
+5% +$60.4K 0.31% 87
2024
Q1 		$1.16M Sell
11,980
-1,390
-10% -$122K 0.28% 105
2023
Q4 		$1.05M Hold
13,370
– – 0.29% 101
2023
Q3 		$838K Sell
13,370
-1,260
-9% -$82.8K 0.25% 117
2023
Q2 		$941K Buy
14,630
+2,030
+16% +$114K 0.29% 104
2023
Q1 		$668K Buy
+12,600
New +$618K 0.23% 110
2022
Q2 		– Sell
-3,650
Closed -$196K – 455
2022
Q1 		$196K Buy
+3,650
New +$212K 0.07% 199

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

Herold Advisors's LRCX Position: Q2 2026 in Review

Herold Advisors reduced its Lam Research (LRCX) stake by 2.3% in Q2 2026, selling an estimated $39.8K and leaving 5,450 shares worth $2.36M. The position accounts for 0.47% of the portfolio, ranked #60.

Herold Advisors first reported a position in LRCX in Q1 2022 and has held it in 15 quarters since. 3,130 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Herold Advisors held 5,450 shares of Lam Research worth $2.36M as of Q2 2026.
  • Herold Advisors sold 131 Lam Research shares in Q2 2026, an estimated $39.8K.
  • Lam Research made up 0.47% of Herold Advisors's portfolio in Q2 2026, its #60 holding.
  • Herold Advisors first reported a position in Lam Research in Q1 2022 and has held it in 15 quarters since.
  • 3,130 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Herold Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.