Joel Isaacson & Co’s Lam Research LRCX Stock Holding History

Joel Isaacson & 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	$5.24M	Buy	12,085 +14	+0.1%	+$4.25K	0.15%	70
2026 Q1	$2.58M	Hold	12,071	–	–	0.09%	109
2025 Q4	$2.07M	Hold	12,071	–	–	0.07%	131
2025 Q3	$1.62M	Hold	12,071	–	–	0.06%	138
2025 Q2	$1.18M	Buy	12,071 +41	+0.3%	+$3.25K	0.05%	155
2025 Q1	$875K	Hold	12,030	–	–	0.04%	165
2024 Q4	$869K	Hold	12,030	–	–	0.04%	159
2024 Q3	$982K	Sell	12,030 -50	-0.4%	-$4.35K	0.05%	145
2024 Q2	$1.29M	Hold	12,080	–	–	0.07%	114
2024 Q1	$1.17M	Hold	12,080	–	–	0.06%	123
2023 Q4	$946K	Hold	12,080	–	–	0.06%	129
2023 Q3	$757K	Sell	12,080 -40	-0.3%	-$2.63K	0.05%	140
2023 Q2	$779K	Buy	12,120 +70	+0.6%	+$3.95K	0.05%	144
2023 Q1	$639K	Hold	12,050	–	–	0.05%	158
2022 Q4	$506K	Buy	+12,050	New	+$504K	0.04%	176

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

Joel Isaacson & Co's LRCX Position: Q2 2026 in Review

Joel Isaacson & Co increased its Lam Research (LRCX) stake by 0.12% in Q2 2026, buying an estimated $4.25K and bringing the position to 12,085 shares worth $5.24M. The position accounts for 0.15% of the portfolio, ranked #70.

Joel Isaacson & Co first reported a position in LRCX in Q4 2022 and has held it in 15 quarters since. 3,122 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Joel Isaacson & Co held 12,085 shares of Lam Research worth $5.24M as of Q2 2026.
Joel Isaacson & Co bought 14 Lam Research shares in Q2 2026, an estimated $4.25K.
Lam Research made up 0.15% of Joel Isaacson & Co's portfolio in Q2 2026, its #70 holding.
Joel Isaacson & Co first reported a position in Lam Research in Q4 2022 and has held it in 15 quarters since.
3,122 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Joel Isaacson & Co's 13F filing for Q2 2026, filed 4 Aug 2026.