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J. Derek Lewis & Associates’s Lam Research LRCX Stock Holding History

J. Derek Lewis & Associates’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 		$603K Buy
1,393
+41
+3% +$12.4K 0.11% 101
2026
Q1 		$289K Buy
1,352
+9
+0.7% +$2.01K 0.07% 140
2025
Q4 		$230K Buy
+1,343
New +$209K 0.05% 156

Other funds holding LRCX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

J. Derek Lewis & Associates's LRCX Position: Q2 2026 in Review

J. Derek Lewis & Associates increased its Lam Research (LRCX) stake by 3% in Q2 2026, buying an estimated $12.4K and bringing the position to 1,393 shares worth $603K. The position accounts for 0.11% of the portfolio, ranked #101.

J. Derek Lewis & Associates first reported a position in LRCX in Q4 2025 and has held it in 3 quarters since. 1,951 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • J. Derek Lewis & Associates held 1,393 shares of Lam Research worth $603K as of Q2 2026.
  • J. Derek Lewis & Associates bought 41 Lam Research shares in Q2 2026, an estimated $12.4K.
  • Lam Research made up 0.11% of J. Derek Lewis & Associates's portfolio in Q2 2026, its #101 holding.
  • J. Derek Lewis & Associates first reported a position in Lam Research in Q4 2025 and has held it in 3 quarters since.
  • 1,951 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on J. Derek Lewis & Associates's 13F filing for Q2 2026, filed 31 Jul 2026.