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Integrity Alliance’s Lam Research LRCX Stock Holding History

Integrity Alliance’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 		$3.21M Buy
7,406
+428
+6% +$130K 0.1% 175
2026
Q1 		$1.49M Sell
6,978
-443
-6% -$99K 0.06% 244
2025
Q4 		$1.27M Buy
7,421
+159
+2% +$24.7K 0.05% 274
2025
Q3 		$972K Buy
+7,262
New +$769K 0.05% 258
2025
Q2 		– Sell
-13,102
Closed -$952K – 588
2025
Q1 		$952K Buy
13,102
+8,412
+179% +$662K 0.04% 284
2024
Q4 		$339K Buy
+4,690
New +$356K 0.04% 165

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

Integrity Alliance's LRCX Position: Q2 2026 in Review

Integrity Alliance increased its Lam Research (LRCX) stake by 6.1% in Q2 2026, buying an estimated $130K and bringing the position to 7,406 shares worth $3.21M. The position accounts for 0.1% of the portfolio, ranked #175.

Integrity Alliance first reported a position in LRCX in Q4 2024 and has held it in 6 quarters since. 3,130 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Integrity Alliance held 7,406 shares of Lam Research worth $3.21M as of Q2 2026.
  • Integrity Alliance bought 428 Lam Research shares in Q2 2026, an estimated $130K.
  • Lam Research made up 0.1% of Integrity Alliance's portfolio in Q2 2026, its #175 holding.
  • Integrity Alliance first reported a position in Lam Research in Q4 2024 and has held it in 6 quarters since.
  • 3,130 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Integrity Alliance's 13F filing for Q2 2026, filed 31 Jul 2026.