Impax Asset Management Group
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Impax Asset Management Group’s Lam Research LRCX Stock Holding History

Impax Asset Management Group’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 		$28.8M Sell
66,443
-2,633
-4% -$799K 0.19% 84
2026
Q1 		$14.8M Buy
69,076
+24,896
+56% +$5.57M 0.1% 121
2025
Q4 		$7.56M Buy
44,180
+31,667
+253% +$4.93M 0.05% 177
2025
Q3 		$1.68M Sell
12,513
-300
-2% -$31.8K 0.01% 226
2025
Q2 		$1.25M Buy
+12,813
New +$1.02M 0.01% 252
2024
Q4 		– Sell
-18,250
Closed -$1.49M – 330
2024
Q3 		$1.49M Hold
18,250
– – 0.01% 265
2024
Q2 		$1.94M Sell
18,250
-25,690
-58% -$2.46M 0.01% 248
2024
Q1 		$4.27M Sell
43,940
-2,040
-4% -$179K 0.02% 221
2023
Q4 		$3.6M Sell
45,980
-58,850
-56% -$4.01M 0.01% 229
2023
Q3 		$6.57M Sell
104,830
-2,280
-2% -$150K 0.03% 186
2023
Q2 		$6.89M Sell
107,110
-12,420
-10% -$700K 0.03% 183
2023
Q1 		$6.34M Sell
119,530
-3,430
-3% -$168K 0.03% 187
2022
Q4 		$5.17M Sell
122,960
-16,150
-12% -$676K 0.02% 185
2022
Q3 		$5.09M Buy
139,110
+12,090
+10% +$538K 0.03% 189
2022
Q2 		$5.41M Buy
127,020
+1,600
+1% +$76.2K 0.03% 187
2022
Q1 		$6.74M Sell
125,420
-290
-0.2% -$16.9K 0.03% 182
2021
Q4 		$9.04M Buy
125,710
+47,510
+61% +$2.98M 0.03% 179
2021
Q3 		$4.45M Hold
78,200
– – 0.02% 206
2021
Q2 		$5.09M Hold
78,200
– – 0.02% 196
2021
Q1 		$4.66M Buy
+78,200
New +$4.26M 0.02% 198
2018
Q4 		– Sell
-526,550
Closed -$7.99M – 280
2018
Q3 		$7.99M Buy
+526,550
New +$8.99M 0.11% 140

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

Impax Asset Management Group's LRCX Position: Q2 2026 in Review

Impax Asset Management Group reduced its Lam Research (LRCX) stake by 3.8% in Q2 2026, selling an estimated $799K and leaving 66,443 shares worth $28.8M. The position accounts for 0.19% of the portfolio, ranked #84.

Impax Asset Management Group first reported a position in LRCX in Q3 2018 and has held it in 21 quarters since. 3,114 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Impax Asset Management Group held 66,443 shares of Lam Research worth $28.8M as of Q2 2026.
  • Impax Asset Management Group sold 2,633 Lam Research shares in Q2 2026, an estimated $799K.
  • Lam Research made up 0.19% of Impax Asset Management Group's portfolio in Q2 2026, its #84 holding.
  • Impax Asset Management Group first reported a position in Lam Research in Q3 2018 and has held it in 21 quarters since.
  • 3,114 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Impax Asset Management Group's 13F filing for Q2 2026, filed 11 Aug 2026.