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HUB Investment Partners’s Lam Research LRCX Stock Holding History

HUB Investment Partners’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 		$10.8M Buy
24,956
+11,368
+84% +$3.45M 0.19% 96
2026
Q1 		$2.9M Buy
13,588
+218
+2% +$48.7K 0.07% 206
2025
Q4 		$2.29M Buy
13,370
+1,048
+9% +$163K 0.06% 196
2025
Q3 		$1.65M Buy
12,322
+8,160
+196% +$864K 0.05% 217
2025
Q2 		$405K Buy
+4,162
New +$330K 0.01% 433
2024
Q3 		– Sell
-2,150
Closed -$229K – 565
2024
Q2 		$229K Buy
+2,150
New +$206K 0.01% 420

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

HUB Investment Partners's LRCX Position: Q2 2026 in Review

HUB Investment Partners increased its Lam Research (LRCX) stake by 84% in Q2 2026, buying an estimated $3.45M and bringing the position to 24,956 shares worth $10.8M. The position accounts for 0.19% of the portfolio, ranked #96.

HUB Investment Partners first reported a position in LRCX in Q2 2024 and has held it in 6 quarters since. 3,122 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • HUB Investment Partners held 24,956 shares of Lam Research worth $10.8M as of Q2 2026.
  • HUB Investment Partners bought 11,368 Lam Research shares in Q2 2026, an estimated $3.45M.
  • Lam Research made up 0.19% of HUB Investment Partners's portfolio in Q2 2026, its #96 holding.
  • HUB Investment Partners first reported a position in Lam Research in Q2 2024 and has held it in 6 quarters since.
  • 3,122 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.