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

J. Stern & 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 		$7.28M Sell
16,789
-2,875
-15% -$873K 0.69% 20
2026
Q1 		$4.2M Sell
19,664
-545
-3% -$122K 0.41% 21
2025
Q4 		$3.46M Sell
20,209
-67,885
-77% -$10.6M 0.29% 23
2025
Q3 		$11.8M Buy
88,094
+52,619
+148% +$5.57M 0.89% 19
2025
Q2 		$2.88M Buy
+35,475
New +$2.81M 0.25% 28

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

J. Stern & Co reduced its Lam Research (LRCX) stake by 15% in Q2 2026, selling an estimated $873K and leaving 16,789 shares worth $7.28M. The position accounts for 0.69% of the portfolio, ranked #20.

J. Stern & Co first reported a position in LRCX in Q2 2025 and has held it in 5 quarters since. The position peaked at $11.8M in Q3 2025. 3,138 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • J. Stern & Co held 16,789 shares of Lam Research worth $7.28M as of Q2 2026.
  • J. Stern & Co sold 2,875 Lam Research shares in Q2 2026, an estimated $873K.
  • Lam Research made up 0.69% of J. Stern & Co's portfolio in Q2 2026, its #20 holding.
  • J. Stern & Co first reported a position in Lam Research in Q2 2025 and has held it in 5 quarters since.
  • J. Stern & Co's Lam Research position peaked at $11.8M in Q3 2025.
  • 3,138 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

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