Highview Capital Management’s Lam Research LRCX Stock Holding History

Highview 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	$1.17M	Buy	2,710 +1,080	+66%	+$328K	0.34%	79
2026 Q1	$348K	Buy	+1,630	New	+$364K	0.13%	87
2025 Q2	–	Sell	-16,831	Closed	-$1.22M	–	119
2025 Q1	$1.22M	Buy	+16,831	New	+$1.33M	0.51%	57
2022 Q2	–	Sell	-16,640	Closed	-$895K	–	104
2022 Q1	$895K	Hold	16,640	–	–	0.58%	52
2021 Q4	$1.2M	Buy	+16,640	New	+$1.04M	0.78%	40

Other funds holding LRCX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Highview Capital Management's LRCX Position: Q2 2026 in Review

Highview Capital Management increased its Lam Research (LRCX) stake by 66% in Q2 2026, buying an estimated $328K and bringing the position to 2,710 shares worth $1.17M. The position accounts for 0.34% of the portfolio, ranked #79.

Highview Capital Management first reported a position in LRCX in Q4 2021 and has held it in 5 quarters since. The position peaked at $1.22M in Q1 2025. 3,118 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Highview Capital Management held 2,710 shares of Lam Research worth $1.17M as of Q2 2026.
Highview Capital Management bought 1,080 Lam Research shares in Q2 2026, an estimated $328K.
Lam Research made up 0.34% of Highview Capital Management's portfolio in Q2 2026, its #79 holding.
Highview Capital Management first reported a position in Lam Research in Q4 2021 and has held it in 5 quarters since.
Highview Capital Management's Lam Research position peaked at $1.22M in Q1 2025.
3,118 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

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