Interchange Capital Partners’s Lam Research LRCX Stock Holding History

Interchange Capital 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	$3.16M	Buy	7,295 +1,780	+32%	+$540K	0.59%	33
2026 Q1	$496K	Sell	5,515 -1,974	-26%	-$441K	0.16%	141
2025 Q4	$1.28M	Buy	7,489 +335	+5%	+$52.1K	0.24%	90
2025 Q3	$958K	Buy	7,154 +1,985	+38%	+$210K	0.19%	103
2025 Q2	$503K	Sell	5,169 -41	-0.8%	-$3.25K	0.12%	151
2025 Q1	$379K	Buy	5,210 +140	+3%	+$11K	0.11%	172
2024 Q4	$366K	Buy	5,070 +30	+0.6%	+$2.27K	0.13%	166
2024 Q3	$411K	Sell	5,040 -190	-4%	-$16.5K	0.14%	165
2024 Q2	$557K	Buy	5,230 +2,710	+108%	+$260K	0.2%	124
2024 Q1	$245K	Sell	2,520 -160	-6%	-$14.1K	0.16%	140
2023 Q4	$209K	Buy	+2,680	New	+$183K	0.16%	143
2023 Q2	–	Sell	-4,900	Closed	-$260K	–	189
2023 Q1	$260K	Buy	+4,900	New	+$240K	0.14%	165
2022 Q3	–	Sell	-5,380	Closed	-$229K	–	164
2022 Q2	$229K	Buy	5,380 +320	+6%	+$15.2K	0.26%	127
2022 Q1	$272K	Buy	+5,060	New	+$295K	0.28%	123
2021 Q3	–	Sell	-3,590	Closed	-$233K	–	105
2021 Q2	$233K	Sell	3,590 -2,260	-39%	-$143K	0.36%	86
2021 Q1	$363K	Sell	5,850 -50	-0.8%	-$2.72K	0.2%	153
2020 Q4	$278K	Buy	+5,900	New	+$248K	0.15%	159

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

Interchange Capital Partners's LRCX Position: Q2 2026 in Review

Interchange Capital Partners increased its Lam Research (LRCX) stake by 32% in Q2 2026, buying an estimated $540K and bringing the position to 7,295 shares worth $3.16M. The position accounts for 0.59% of the portfolio, ranked #33.

Interchange Capital Partners first reported a position in LRCX in Q4 2020 and has held it in 17 quarters since. 3,118 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Interchange Capital Partners held 7,295 shares of Lam Research worth $3.16M as of Q2 2026.
Interchange Capital Partners bought 1,780 Lam Research shares in Q2 2026, an estimated $540K.
Lam Research made up 0.59% of Interchange Capital Partners's portfolio in Q2 2026, its #33 holding.
Interchange Capital Partners first reported a position in Lam Research in Q4 2020 and has held it in 17 quarters since.
3,118 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Interchange Capital Partners's 13F filing for Q2 2026, filed 20 Jul 2026.