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J. Goldman & Co’s Lam Research LRCX Stock Holding History

J. Goldman & Co’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 		$6.06M Buy
+13,975
New +$4.24M 0.16% 178
2026
Q1 		– Sell
-50,118
Closed -$8.58M – 789
2025
Q4 		$8.58M Sell
50,118
-74,046
-60% -$11.5M 0.23% 122
2025
Q3 		$16.6M Buy
+124,164
New +$13.1M 0.42% 72
2024
Q3 		– Sell
-250,140
Closed -$26.6M – 545
2024
Q2 		$26.6M Buy
+250,140
New +$24M 0.75% 32
2023
Q1 		– Sell
-481,650
Closed -$20.2M – 432
2022
Q4 		$20.2M Buy
+481,650
New +$20.1M 0.99% 24
2022
Q1 		– Sell
-270,990
Closed -$19.5M – 410
2021
Q4 		$19.5M Buy
+270,990
New +$17M 1.07% 17
2021
Q3 		– Sell
-12,110
Closed -$788K – 409
2021
Q2 		$788K Buy
12,110
+8,290
+217% +$523K 0.03% 295
2021
Q1 		$227K Buy
+3,820
New +$208K 0.01% 394
2018
Q2 		– Sell
-281,220
Closed -$5.71M – 408
2018
Q1 		$5.71M Buy
+281,220
New +$5.57M 0.24% 114
2014
Q1 		– Sell
-1,520,000
Closed -$8.28M – 270
2013
Q4 		$8.28M Buy
1,520,000
+291,640
+24% +$1.53M 1.04% 17
2013
Q3 		$6.29M Sell
1,228,360
-371,640
-23% -$1.82M 0.59% 46
2013
Q2 		$7.09M Buy
+1,600,000
New +$7.23M 0.72% 34

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

J. Goldman & Co's LRCX Position: Q2 2026 in Review

J. Goldman & Co opened a new position in Lam Research (LRCX) in Q2 2026: 13,975 shares worth $6.06M. The stake represents 0.16% of the portfolio and ranks #178 among its holdings. This is a return to the name: J. Goldman & Co previously reported a position in LRCX as recently as Q4 2025.

J. Goldman & Co first reported a position in LRCX in Q2 2013 and has held it in 12 quarters since. The position peaked at $26.6M in Q2 2024. 3,130 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • J. Goldman & Co held 13,975 shares of Lam Research worth $6.06M as of Q2 2026.
  • Lam Research was a new J. Goldman & Co position in Q2 2026.
  • Lam Research made up 0.16% of J. Goldman & Co's portfolio in Q2 2026, its #178 holding.
  • J. Goldman & Co first reported a position in Lam Research in Q2 2013 and has held it in 12 quarters since.
  • J. Goldman & Co's Lam Research position peaked at $26.6M in Q2 2024.
  • 3,130 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on J. Goldman & Co's 13F filing for Q2 2026, filed 14 Aug 2026.