Homestead Advisers’s Lam Research LRCX Stock Holding History

Homestead Advisers’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	$138M	Sell	318,936 -197,800	-38%	-$60M	3.43%	2
2026 Q1	$109M	Sell	516,736 -200,300	-28%	-$44.8M	2.94%	5
2025 Q4	$123M	Sell	717,036 -356,764	-33%	-$55.5M	3.25%	5
2025 Q3	$144M	Sell	1,073,800 -61,900	-5%	-$6.55M	3.42%	4
2025 Q2	$111M	Buy	1,135,700 +3,900	+0.3%	+$309K	2.62%	10
2025 Q1	$82.3M	Hold	1,131,800	–	–	2.01%	19
2024 Q4	$81.7M	Buy	1,131,800 +42,800	+4%	+$3.25M	1.97%	20
2024 Q3	$88.9M	Sell	1,089,000 -1,000	-0.1%	-$86.9K	2.11%	17
2024 Q2	$116M	Sell	1,090,000 -18,000	-2%	-$1.73M	2.86%	9
2024 Q1	$108M	Sell	1,108,000 -2,000	-0.2%	-$176K	2.52%	12
2023 Q4	$86.9M	Buy	1,110,000 +67,000	+6%	+$4.57M	2.22%	18
2023 Q3	$65.4M	Buy	1,043,000 +15,000	+1%	+$985K	1.82%	27
2023 Q2	$66.1M	Buy	1,028,000 +170,000	+20%	+$9.58M	1.75%	29
2023 Q1	$45.5M	Buy	858,000 +417,000	+95%	+$20.5M	1.27%	35
2022 Q4	$18.5M	Buy	+441,000	New	+$18.4M	0.49%	47

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

Homestead Advisers's LRCX Position: Q2 2026 in Review

Homestead Advisers reduced its Lam Research (LRCX) stake by 38% in Q2 2026, selling an estimated $60M and leaving 318,936 shares worth $138M. The position accounts for 3.43% of the portfolio, ranked #2.

Homestead Advisers first reported a position in LRCX in Q4 2022 and has held it in 15 quarters since. The position peaked at $144M in Q3 2025. 3,118 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Homestead Advisers held 318,936 shares of Lam Research worth $138M as of Q2 2026.
Homestead Advisers sold 197,800 Lam Research shares in Q2 2026, an estimated $60M.
Lam Research made up 3.43% of Homestead Advisers's portfolio in Q2 2026, its #2 holding.
Homestead Advisers first reported a position in Lam Research in Q4 2022 and has held it in 15 quarters since.
Homestead Advisers's Lam Research position peaked at $144M in Q3 2025.
3,118 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Homestead Advisers's 13F filing for Q2 2026, filed 13 Aug 2026.