Howard Capital Management’s Lam Research LRCX Stock Holding History

Howard 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	$14.8M	Buy	34,048 +19,191	+129%	+$5.83M	0.18%	53
2026 Q1	$3.17M	Sell	14,857 -20,556	-58%	-$4.6M	0.05%	97
2025 Q4	$6.06M	Buy	35,413 +814	+2%	+$127K	0.08%	73
2025 Q3	$4.63M	Sell	34,599 -121	-0.3%	-$12.8K	0.06%	89
2025 Q2	$3.39M	Buy	34,720 +3,434	+11%	+$272K	0.05%	117
2025 Q1	$2.27M	Sell	31,286 -4,817	-13%	-$379K	0.06%	130
2024 Q4	$2.61M	Buy	+36,103	New	+$2.74M	0.04%	128
2020 Q1	–	Sell	-84,260	Closed	-$427K	–	37
2019 Q4	$427K	Buy	84,260 +56,190	+200%	+$1.49M	0.15%	31
2019 Q3	$649K	Buy	28,070 +20	+0.1%	+$420	0.27%	15
2019 Q2	$591K	Sell	28,050 -2,240	-7%	-$42.5K	0.26%	16
2019 Q1	$578K	Buy	+30,290	New	+$505K	0.29%	20

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

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

Howard Capital Management increased its Lam Research (LRCX) stake by 129% in Q2 2026, buying an estimated $5.83M and bringing the position to 34,048 shares worth $14.8M. The position accounts for 0.18% of the portfolio, ranked #53.

Howard Capital Management first reported a position in LRCX in Q1 2019 and has held it in 11 quarters since. 3,118 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Howard Capital Management held 34,048 shares of Lam Research worth $14.8M as of Q2 2026.
Howard Capital Management bought 19,191 Lam Research shares in Q2 2026, an estimated $5.83M.
Lam Research made up 0.18% of Howard Capital Management's portfolio in Q2 2026, its #53 holding.
Howard Capital Management first reported a position in Lam Research in Q1 2019 and has held it in 11 quarters since.
3,118 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Howard Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.