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Hollencrest Capital Management’s Lam Research LRCX Stock Holding History

Hollencrest 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 		$1.1M Sell
2,529
-3,308
-57% -$1M 0.07% 145
2026
Q1 		$1.25M Sell
5,837
-6,910
-54% -$1.55M 0.05% 139
2025
Q4 		$2.18M Buy
12,747
+8,869
+229% +$1.38M 0.08% 103
2025
Q3 		$519K Sell
3,878
-354
-8% -$37.5K 0.02% 215
2025
Q2 		$412K Buy
4,232
+424
+11% +$33.6K 0.02% 209
2025
Q1 		$277K Sell
3,808
-80
-2% -$6.3K 0.01% 244
2024
Q4 		$281K Sell
3,888
-31,332
-89% -$2.38M 0.01% 257
2024
Q3 		$2.87M Buy
35,220
+30
+0.1% +$2.61K 0.12% 78
2024
Q2 		$3.75M Buy
35,190
+150
+0.4% +$14.4K 0.16% 61
2024
Q1 		$3.4M Buy
35,040
+22,750
+185% +$2M 0.16% 64
2023
Q4 		$963K Hold
12,290
– – 0.09% 127
2023
Q3 		$770K Sell
12,290
-390
-3% -$25.6K 0.09% 130
2023
Q2 		$815K Buy
12,680
+390
+3% +$22K 0.08% 136
2023
Q1 		$652K Buy
12,290
+11,930
+3,314% +$585K 0.07% 148
2022
Q4 		$15.1K Buy
+360
New +$15.1K ﹤0.01% 657
2021
Q4 		– Sell
-10,130
Closed -$577K – 401
2021
Q3 		$577K Buy
+10,130
New +$616K 0.05% 181

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

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

Hollencrest Capital Management reduced its Lam Research (LRCX) stake by 57% in Q2 2026, selling an estimated $1M and leaving 2,529 shares worth $1.1M. The position accounts for 0.07% of the portfolio, ranked #145.

Hollencrest Capital Management first reported a position in LRCX in Q3 2021 and has held it in 16 quarters since. The position peaked at $3.75M in Q2 2024. 3,121 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Hollencrest Capital Management held 2,529 shares of Lam Research worth $1.1M as of Q2 2026.
  • Hollencrest Capital Management sold 3,308 Lam Research shares in Q2 2026, an estimated $1M.
  • Lam Research made up 0.07% of Hollencrest Capital Management's portfolio in Q2 2026, its #145 holding.
  • Hollencrest Capital Management first reported a position in Lam Research in Q3 2021 and has held it in 16 quarters since.
  • Hollencrest Capital Management's Lam Research position peaked at $3.75M in Q2 2024.
  • 3,121 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

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