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Intelligence Driven Advisers’s Lam Research LRCX Stock Holding History

Intelligence Driven 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 		$869K Buy
2,006
+211
+12% +$64.1K 0.14% 58
2026
Q1 		$384K Buy
1,795
+110
+7% +$24.6K 0.07% 77
2025
Q4 		$288K Sell
1,685
-66
-4% -$10.3K 0.04% 99
2025
Q3 		$234K Buy
+1,751
New +$185K 0.03% 109
2024
Q3 		– Sell
-1,980
Closed -$211K – 119
2024
Q2 		$211K Buy
+1,980
New +$190K 0.03% 99

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 $3.38T AUM 44.17% 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

Intelligence Driven Advisers's LRCX Position: Q2 2026 in Review

Intelligence Driven Advisers increased its Lam Research (LRCX) stake by 12% in Q2 2026, buying an estimated $64.1K and bringing the position to 2,006 shares worth $869K. The position accounts for 0.14% of the portfolio, ranked #58.

Intelligence Driven Advisers first reported a position in LRCX in Q2 2024 and has held it in 5 quarters since. 3,146 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Intelligence Driven Advisers held 2,006 shares of Lam Research worth $869K as of Q2 2026.
  • Intelligence Driven Advisers bought 211 Lam Research shares in Q2 2026, an estimated $64.1K.
  • Lam Research made up 0.14% of Intelligence Driven Advisers's portfolio in Q2 2026, its #58 holding.
  • Intelligence Driven Advisers first reported a position in Lam Research in Q2 2024 and has held it in 5 quarters since.
  • 3,146 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Intelligence Driven Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.