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Heron Bay Capital Management’s Lam Research LRCX Stock Holding History

Heron Bay Capital 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 		$48.5M Sell
111,977
-50,144
-31% -$15.2M 4.4% 7
2026
Q1 		$34.6M Buy
162,121
+80,609
+99% +$18M 3.19% 14
2025
Q4 		$14M Sell
81,512
-8,821
-10% -$1.37M 2.66% 14
2025
Q3 		$12.1M Sell
90,333
-536
-0.6% -$56.8K 2.26% 15
2025
Q2 		$8.85M Buy
90,869
+8,134
+10% +$645K 1.74% 19
2025
Q1 		$6.01M Sell
82,735
-1,795
-2% -$141K 1.26% 25
2024
Q4 		$6.11M Buy
84,530
+230
+0.3% +$17.4K 1.28% 27
2024
Q3 		$6.88M Sell
84,300
-7,780
-8% -$676K 1.45% 26
2024
Q2 		$9.81M Sell
92,080
-4,140
-4% -$397K 2.09% 21
2024
Q1 		$9.35M Sell
96,220
-460
-0.5% -$40.5K 1.98% 23
2023
Q4 		$7.57M Sell
96,680
-7,690
-7% -$524K 1.75% 21
2023
Q3 		$6.54M Sell
104,370
-2,590
-2% -$170K 1.76% 22
2023
Q2 		$6.88M Buy
106,960
+25,570
+31% +$1.44M 1.91% 20
2023
Q1 		$4.31M Buy
81,390
+2,790
+4% +$137K 1.68% 24
2022
Q4 		$3.3M Buy
78,600
+1,310
+2% +$54.8K 2.05% 21
2022
Q3 		$2.83M Sell
77,290
-870
-1% -$38.7K 1.93% 25
2022
Q2 		$3.33M Sell
78,160
-820
-1% -$39K 2.02% 20
2022
Q1 		$4.25M Buy
78,980
+2,040
+3% +$119K 2.08% 21
2021
Q4 		$5.53M Sell
76,940
-2,430
-3% -$152K 2.73% 9
2021
Q3 		$4.52M Buy
79,370
+1,890
+2% +$115K 2.33% 16
2021
Q2 		$5.04M Sell
77,480
-5,110
-6% -$323K 2.79% 9
2021
Q1 		$4.92M Sell
82,590
-4,130
-5% -$225K 2.92% 9
2020
Q4 		$4.1M Buy
+86,720
New +$3.65M 2.67% 10

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

Heron Bay Capital Management's LRCX Position: Q2 2026 in Review

Heron Bay Capital Management reduced its Lam Research (LRCX) stake by 31% in Q2 2026, selling an estimated $15.2M and leaving 111,977 shares worth $48.5M. The position accounts for 4.4% of the portfolio, ranked #7.

Heron Bay Capital Management first reported a position in LRCX in Q4 2020 and has held it in 23 quarters since. 3,130 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Heron Bay Capital Management held 111,977 shares of Lam Research worth $48.5M as of Q2 2026.
  • Heron Bay Capital Management sold 50,144 Lam Research shares in Q2 2026, an estimated $15.2M.
  • Lam Research made up 4.4% of Heron Bay Capital Management's portfolio in Q2 2026, its #7 holding.
  • Heron Bay Capital Management first reported a position in Lam Research in Q4 2020 and has held it in 23 quarters since.
  • 3,130 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Heron Bay Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.